Working with Stock Count Documents to Transfer Inventory

Overview

This article describes a workaround for importing data from one Stock bin into another by using a Stock Count Adjustment document which helps to avoid manual data entry.

 

Information

The procedure described in Importing Stock Bins from Excel only works to create new Stock Bins into Everest hence the process does not support importing existing data to a Stock Bin.

Follow the steps below to import existing data from one stock bin to another using Inventory Adjustment Stock Counts:

Step 1 – From inventory menu | select inventory adjustment | stock count

mceclip0.png

 

 Step 2:  In the stock count browser, create a new document from New | In New Window.

mceclip1.png

 

Step 3: Select the bin into which the stock is getting counted. See the highlighted field.  Click on three dots to see the Bin selection window. 

mceclip2.png

Bin selection window, check the bin into which the stock will be imported. And click OK.

mceclip3.png

 

Step 4: Save stock count document.

mceclip4.png

 

 Step 5:  Click on Take snapshot to count.

mceclip5.png

 

Step 6: Click on retrieve items and import item into stock count document.

mceclip6.png

 

Step 7:  Retrieve items would open import wizard for stock count excel sheet.  From the drop-down select Excel Spreadsheet. Click on three dots to browse the file where the excel sheet is located to select.  Worksheet needs to be selected from the drop-down and click on Next.

mceclip7.png

 

Step 8: Map the fields:  Item code, qty_stk, stock bin and click on Next.

mceclip8.png

 

Step 9: Check the number of records to be imported and click on start to continue.

mceclip9.png

 

Step 10: The number of records imported would be the same, if there are any errors it would show in the number of errors field together with the log file.

mceclip10.png

  

Step 11:  All the records get imported into the document, to view system cost and system quantity, click on view | show system cost and quantity.

mceclip11.png

 

Step 12: Verify the quantity of items imported and present in stock and save the document.

mceclip12.png

 

Step 13: Once verified, click on Mark as counted.

mceclip13.png

 

Step 14:  Click on Yes for the pop-up message.

mceclip14.png

 

 Step 15: Click on Finalize and adjust Inventory to save and create adjusting entries.

mceclip15.png

 

 Step 16:  Adjustment documents would be created as the final step.

mceclip16.png

 

Note: You can also transfer non-serialized items via a Sales Order as described in Working with Inventory: Adjustments.

Back to top

Comments

0 comments

Please sign in to leave a comment.