Simon Clive at 07:00, 1 November 2011

2011-11-01T07:00:00Z

Simon Clive: Created page with " Stock Take Video Have you watched the stock take video? Using Stock Take Export Select the Inventory tab then the Stock Take Button Select the 'Export' button to export your..."

2011-06-27T23:18:22Z

Created page with " Stock Take Video Have you watched the stock take video? Using Stock Take Export Select the Inventory tab then the Stock Take Button Select the 'Export' button to export your..."

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Stock Take Video

Have you watched the stock take video?

Using Stock Take Export

Select the Inventory tab then the Stock Take Button
Select the 'Export' button to export your stock take inventory list to a tab delimited txt file that can be edited
in an excel spreadsheet. It is not necessary to select an Account until you import the Stock Take.
Select the Department you are performing the Stock Take on or tick the All Department radio button.
Select the yellow folder icon to name and save your Stock Take.
Name the file (remember where you place it) eg. Desktop
Then Select Export

NB: The file is automatically saved as a 'pdi' file (ERP Doc). It is important that it remains a pdi file to ensure it will
import successfully.

Select CANCEL to close the Stock Take screen until you are ready to import your pdi file with updated stock
levels.

Open up Excel then go to File Open on Top Menu Bar and locate the folder you have saved the ERP data
file to (this could be your desktop)
Change the file type to all files (this is required because ERP has it's own file extension, '*.pdi')
Double click on the ERP data file.
This opens in Excel the Text import wizard. There are three steps to follow to open the data file correctly.

Click Next
You need to change the Text Qualifier from (") to (None).
Click Next
All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll
bar all the way to the right, hold down the shift as you scroll key then with the mouse, left click in the last
column. When all columns within the data preview have been selected, select text from the 'Column
Data Format'.
Click finish.

The file will then open in Excel
Click on the very top left hand corner of the spreedsheet, which will hightlight the whole sheet, then double left
mouse click between the first and second column which will automatically open up all columns to view the full
data within them.
Enter the quantity of stock per item into the Final Count column.
If you are using Bins you must enter the final quantity for each bin and a total final quantity for the product,
being the total of the bins.
Following is an image of how this should look.

NB: Always remember to save your pdi file correctly. After you have made changes to your spreadsheet and wish
to close and save these changes, follow these steps:

Select 'YES' to saving the changes
Select 'SAVE' to save over top of the existing doc. (If you do not wish to replace the original doc., simply
rename the file at this point).
Select 'YES' to replace the existing doc.
Select 'YES' to keep this format to leave out any incompatible features.

When you have completed your data entry for your Stock Take levels, you are ready to import the file back
into ERP.

Select the Inventory tab
Select the Stock Take button
Select the Import Button and Select the Stock Take pdi file you have saved, either by double clicking to
select or by highlighting then selecting 'Open'.
Enter the Date of the Stock Take. This is critical to ensure transactions since the stock take are processed
in the correct order. eg. If the stock was counted two days ago and a sale or purchase occurred yesterday,
the stock take date must be entered as two days ago or the transaction will be deemed to have already been
counted in the stock take.
Select Process. And answer Yes to the Question 'Do you wish to delete the Lines with 0 adjustment?' This
saves time in processing the stock take and if there are no changes then these items do not need to be adjusted.
The Inventory Stock Take will auto load into the Stock Take screen with all Final Quantities and Adjustment Values.

The screen will then close when completed.

To view the changes select Stock Adjustment List Tab.

NOTE: ONCE STOCK HAS BEEN IMPORTED THE PRODUCTS MUST BE ASSIGNED TO A DEPARTMENT

Select Inventory Tab
Data Update Button
Select All products by clicking on the radio button or individual product
Click radio button for Add to Department
Select from the drop down menu Add Products to Department and select a department or click on the All radio button
and the product will be assigned to All Departments

Then Click on Process

@@ Line 1: / Line 1: @@
-Stock Take Video
+Have you watched the Stock Take Video?
-Have you watched the stock take video?
+Using '''Stock Take Export'''
-Using Stock Take Export
+*Select the '''Inventory Module''' then the '''Stock Take''' Button
-Select the Inventory tab then the Stock Take Button
+'''NB:''' The file is automatically saved as a ''''pdi' file''' and it is important that it remains a pdi file to ensure it will '''Import '''successfully.
-Select the 'Export' button to export your stock take inventory list to a tab delimited txt file that can be edited
-	in an excel spreadsheet. It is not necessary to select an Account until you import the Stock Take.
-Select the Department you are performing the Stock Take on or tick the All Department radio button.
-Select the yellow folder icon to name and save your Stock Take.
-Name the file (remember where you place it) eg. Desktop
-Then Select Export
-NB: The file is automatically saved as a 'pdi' file (ERP Doc). It is important that it remains a pdi file to ensure it will
+*Select '''Cancel''' to close the '''Stock Take''' screen until you are ready to '''Import''' your pdi file with updated stock levels.
-import successfully.
+*Open up '''Excel''' then go to '''File Open''' on Top Menu Bar and locate the folder you have saved the ERP data file to&nbsp;
-	Click Next
+There are three steps to follow to open the data file correctly.
-	You need to change the Text Qualifier from (") to (None).
-	Click Next
-	All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll
-	bar all the way to the right, hold down the shift as you scroll key then with the mouse, left click in the last
-	column. When all columns within the data preview have been selected,  select text from the 'Column
-	Data Format'.
-	Click finish.
-The file will then open in Excel
+#Click '''Next''' - You need to change the '''Text Qualifier''' from '''(")''' to '''(None)'''.
-Click on the very top left hand corner of the spreedsheet, which will hightlight the whole sheet, then double left
+#Click '''Next''' -&nbsp; All columns within the Data Preview need to be '''Hightlighted'''.
-	mouse click between the first and second column which will automatically open up all columns to view the full
+#Select '''text''' from the '''Column Data Format''' and then select '''Finish.'''
-	data within them.
-Enter the quantity of stock per item into the Final Count column.
-If you are using Bins you must enter the final quantity for each bin and a total final quantity for the product,
-	being the total of the bins.
-Following is an image of how this should look.
-NB: Always remember to save your pdi file correctly. After you have made changes to your spreadsheet and wish
+In the newly opened '''Excel''' sheet enter the '''Quantity''' of stock per item into the '''Final Count''' column. If you are using '''Bins''' you must enter the '''Final Quantity''' for each '''Bin''' and a '''Total Final Quantity''' for the '''Product -''' being the total of the '''Bins. '''<br>
-to close and save these changes, follow these steps:
-Select 'YES' to saving the changes
+'''NB''': Always remember to save your '''pdi file''' correctly. After you have made changes to your spreadsheet and wish to close and save these changes, follow these steps:
-Select 'SAVE' to save over top of the existing doc. (If you do not wish to replace the original doc., simply
-	rename the file at this point).
-Select 'YES' to replace the existing doc.
-Select 'YES' to keep this format to leave out any incompatible features.
-When you have completed your data entry for your Stock Take levels, you are ready to import the file back
+*Select '''YES''' to saving the changes
-into ERP.
+*Select '''SAVE''' to save over top of the existing doc or if you do not wish to replace the original doc simply rename the file at this point.
-To view the changes select Stock Adjustment List Tab.
+When you have completed your data entry for your '''Stock Take''' levels, you are ready to '''Import''' the file back into ERP.
-NOTE: ONCE STOCK HAS BEEN IMPORTED THE PRODUCTS MUST BE ASSIGNED TO A DEPARTMENT
+Select the '''Inventory''' Module and then the the '''Stock Take''' button
-Select Inventory Tab
+Select the Import Button and the '''Stock Take pdi''' file you have saved,
 Data Update Button
-Select All products by clicking on the radio button or individual product
+Enter the '''Adjustment Date''' of the Stock Take. This is '''Critical''' to ensure transactions since the stock take are '''Processed''' in the '''Correct Order'''&nbsp; Eg. If the stock was counted two days ago and a sale or purchase occurred yesterday, the stock take date must be entered as two days ago or the transaction will be deemed to have already been counted in the stock take. Select Process. And answer Yes to the Question 'Do you wish to delete the Lines with 0 adjustment?' This saves time in processing the stock take and if there are no changes then these items do not need to be adjusted. The Inventory Stock Take will auto load into the Stock Take screen with all Final Quantities and Adjustment Values.
 Click radio button for Add to Department
-Select from the drop down menu Add Products to Department and select a department or click on the All radio button
+The screen will then close when completed.
-	and the product will be assigned to All Departments
 Then Click on Process

27 Stock Take Video - Revision history

Simon Clive at 07:00, 1 November 2011

Simon Clive: Created page with " Stock Take Video Have you watched the stock take video? Using Stock Take Export Select the Inventory tab then the Stock Take Button Select the 'Export' button to export your..."