First things first, you need to start a new stocktaking in ERPLY, as usual. For counting, it's recommended to use either Stocktake App or a mobile scanning tool. Items in the warehouse will be scanned without taking their location in the warehouse into account.
After counting is done, Confirm the stocktaking in ERPLY.
ERPLY automatically creates an unconfirmed inventory registration or write-off from all stocktakings, depending on the results. The user has to confirm this manually. If you use WMS to double-check stocktakings, do not confirm these.
In WMS
To use this functionality, you need to add “Stocktakings” to the list of allowed modules in your WMS settings. After doing so, your main menu will have the Stocktakings option.
To do so, please navigate to the Settings menu (button located in top left corner), click on the Enabled Modules field and add Stocktakings.
Under Stocktakings, you will be able to see confirmed stocktakings from the warehouse that you logged into.
The amounts from the stocktake will be compared to the amounts in your warehouse's bins (specific locations or areas). The differences are shown in the control or “check”.
Different columns have different information - amount of item entered in stocktaking, amount of item in your stock according to ERPLY, and amount in stock according to WMS (with the specific bins' amounts brought out independently.
The Scan later button puts an item at the bottom of the list.
Clicking on an item in the list brings up the amounts in bins where this product should be found.
The user goes through the bins and counts the products. If needed, new bins can also be added by entering the bin code.
Once the product has been counted, approve your changes by clicking the Change button.
If the counted amount is the same as on the stocktaking, the product will disappear from the list. If there is still a difference in amounts, the product will be in the list until the end of your check.
Once all products have been looked over and counted, end your stocktake check by clicking Finish check. After clicking this button, WMS will automatically fix the unconfirmed inventory write-off and/or registration that were mentioned at the beginning of this article. WMS also confirms the necessary document(s).
If, after this, either document stays in the unconfirmed state (the text will be “Write off inventory” or “Receive inventory”), it means that the amounts counted in the stocktaking were not confirmed in the WMS double-check. These documents need to be deleted manually, because they are unnecessary.
