Stocktaking in TSM
Incident Description
You need to match up stock onhand values in TSM with the actual amounts and generate a report detailing the difference.
Resolution
The TSM Enter Stock Take module enables you to manually adjust onhand stock quantities
Note: To access the stock take module in TSM you must have Active Stock Control enabled. To set the stock values at different locations, you must have Multi-location Stock Control enabled. Both of these options are set in the Utilities→ Setup→ Inventory tab.
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1. In TSM click the Action Menu then Products and Enter Stock Take.
2. In the top right select the location you wish to update stock totals in and the order in which you want the products listed.
3. For any product you wish to confirm as correctly having the current onhand value, click the toggle button.
4. For each product you wish to alter the current onhand value, either manually enter the value, or click the toggle setting it to the current on-hand value button and use the arrows to adjust the count up or down.
5. For any product you do not want to recorded a stock take for, leave the stock count field at -1. If the value is other than -1 pressing the toggle button will set it back.
6. Once you have set all the products’ values required, click the Process button then exit the stock take screen.
To create a report detailing the changes made in the stock take;
7. Click Reports then Products
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8. In the Product reports screen set the Report Type as Transfers.
9. Add the filter for stock takes by selecting Xfer: Reference Contains: in the Field name, Contains in the operator and “TSM STOCK TAKE” in the value, then clicking insert.
10. You need to add filters for location and date to filter which stock take to report on.
11. Click Print to create this report. You will see something like this:
