Core TSIs : Stock : Working with Stock : Stock modifications
Stock modifications
Stocktaking
Stocktaking is about registering currently held stock quantities in a distribution point, in order to validate if the registered quantities of the stock items are up-to-date.
Procedure
1. Go to Stock movements > Stock modifications
2. Click Add stocktaking (Stock cycle-count) on the action panel.
3. In the data section, fill in the relevant fields.
4. For a description of these fields, refer to Stocktaking - stock modification fields.
5. Click Save.
The stocktaking is completed.
6. On the action panel, click Confirmed. The stock quantities are re-calculated based on the Actual quantity arrived at after the counting and the initial quantity available in the warehouse.
The Quantity in stock field of the selected stock item is updated.
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Once the stocktaking is confirmed, the actual quantity can no longer be modified, nor can you delete a stock modification (stocktaking) once it is confirmed.
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If a stock valuation method is defined for the product of the stock item, the stock valuation related fields on the stock item are updated upon confirming a stock modification (stocktaking).