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KB20230504/01: Sage 200 Evolution Tip & Trick – Setup and process a Scheduled Inventory Count.
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Setup and process a Scheduled Inventory Count.
Step 1 – Assign responsible agent
1.1 In the company, go to Inventory | Maintenance | Inventory Defaults
1.2 In the Inventory Count tab, select the relevant again that will be responsible to attend to Scheduled Inventory Counts.
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Step 2 – Create new Inventory Count
2.1 When you create a new scheduled Inventory Count, select the Scheduled option and then notice the Recurring Options tab display.
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2.2 In here, setup the frequency of the scheduled counts.
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2.3 When the new Inventory Count setup is saved, you’ll notice it has a status of Count Due on the Inventory Count Maintenance grid.
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Step 3 – Activation of the Inventory Count and commencing with the count
3.1 When the agent as selected in Phase 1, step 1 above logs into the company, on the relevant date in accordance with the actual schedule setup in Phase 2. Step 2 above, he should notice the Count Due record under My Desktop | Scheduled Inventory Counts Due.
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3.2 In here select the record and click the Snapshot button.
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3.3 Finally, you’ll notice the buttons marked below are now active and can therefore continue as normal with the Inventory Count.
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