How do I take inventory? (or: How to create Handling Units)

Overview

In metasfresh, you can record inventory levels and also add new handling units to your stock via physical inventory.

Steps

  1. Open “Physical Inventory” from the menu.
  2. Create a new entry.
  3. Pick a Warehouse.
  4. Pick an Activity.

Record counted quantities

  1. Go to the record tab “Inventory Count Line” at the bottom of the page and click "Add new". An overlay window opens up.
  2. In the field Product, enter a part of the name or number of the product whose stock quantity you want to record and click on the matching result in the drop-down list.
  3. In the field UOM, enter a part of the name of the unit of measure used for the product stock quantity recorded and click on the matching result in the drop-down list.
  4. In the field Locator, enter a part of the storage location name and click on the matching result in the drop-down list.
  5. In the field Quantity count, enter the actual (physically counted) product stock quantity.
  6. Tick the checkbox Counted.
  7. Click “Done” to close the overlay window and add the quantity count to the list.

    Note: You can add more quantity counts this way.


View source file on GitHub.com