Inventory tasks

Table of contents


The tutorial Inventory adjustments describes how to make an inventory adjustment. This is useful when correcting occasional mistakes. However, if you want to make a more systematic inventory of your warehouse, you should consider using inventory tasks instead. An inventory task allows you declare which locations are to be inventoried:

  1. Create an inventory task for some locations, or all locations.
  2. Count the goods in the locations.
  3. Enter counts into the inventory task.
  4. Compare system quantities and actual quantities.
  5. Do recounts as required.
  6. Finish the inventory task, which adjusts the system quantities.

In this tutorial we will show you how to create and finish an inventory task. The example below is for a paper-based workflow. If you wish, you can also do the counting using a hand-held scanner.

We also have a video: Stock taking using inventory task, showing how to use inventory tasks.

Working with inventory tasks

Creating an inventory task

To create an inventory task, go to Warehouse ⇒ Inventory task and press Create new inventory.

A new window will appear where you can select which kind of inventory task you want to create:

Article filters and warehouse filters can be used to narrow down which locations should be checked.

Window for creating a new inventory task.

For this tutorial, we will create an Article item based inventory task with all filter boxes checked.

Count the goods in the locations

You can generate a printout of the inventory task by clicking here:

Location of the Inventory Task button on the overview page.

Take the printout with you and visit each location in turn. Count the goods at each location and make a note on the printout.

Enter counts into the inventory task

Now that you have all the counts, it is time to enter them into the inventory task. Let's say we found 401 pieces of Orange Juice at location A10-2, and 190 pieces at location A12-6. Enter it like shown below, and press one of the check mark buttons to record the values:

Counts entered into the inventory table rows.

Compare and do recounts as necessary

When all counts have been entered, it is time to compare. We find the following three differences between the system quantities and the counted quantities:

The differences between system quantities and counted quantities are highlighted in the table.

We decide to do a recount of just these three locations. Press Next count:

Blue button saying Next count.

After the recount, we find that the first diff disappeared, the second got worse, and the third got better:

The differences between system and counted differences after the second count are hightlighted.

Finish the inventory task

We are now ready to finish the task. Each row must either be approved or not approved.

If you have found a diff and you want to adjust the stock balances accordingly, you must approve the row.

Let's say we want to approve all rows, except for the one referring to the missing 4 pieces of Pineapple Juice. Check all rows except for one, and press Beige button saying Approved.

Table where all rows are ticked except the one with 4 missing pineapple juices.

Then press Finish inventory:

Blue button saying Finish inventory.

A new window appears which gives you an overview of how many approved and unapproved lines there are. Press Finish:

Message warning that one row is unapproved, with the button saying Finish anyway circled.

The inventory task is now finished, and we can use Goods Flow ⇒ Inventory Adjustments to check which inventory adjustments were made:

Table view of made inventory adjusments.