Manage stocktaking counts
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Section Content
About overview of stocktaking options
Most businesses conduct a full stocktaking for each warehouse at least once a year.
About stocktaking
The stocktaking process in a particular warehouse includes the following stages:
About setting up cycle stocktaking
Any resale business must periodically perform a full stocktaking.
About setting up stocktaking by ABC codes
If your company uses ABC codes to identify items that are critical to your business, you can set up stocktaking by the ABC codes assigned to stock items.
Set up cycle stocktaking
Instead of conducting a full stocktaking, organisations may use cycle counting.
Set up stocktaking by ABC codes
Using ABC codes for counting is typically the most effective approach for ensuring accurate stocktaking counts.
Create a stocktaking type
Create a stocktaking type for full count
With Visma Net, you can organise stocktaking counts by cycles, ABC codes, movement classes, item classes, or stock items; you can even perform counts for randomly selected items.
Perform a stocktaking count
You can enter the count data into the system by using the Stocktaking count window.
Import count data from Excel
In the Stocktaking review window, you can import count data from Excel spreadsheets (.xlsx files).
View and correct imported count data
Complete a stocktaking count
Once the count has been completed by all involved employees and all the available data have been entered, you can complete the stocktaking and generate all the required adjustments by using the Stocktaking review window.