Set up stocktaking by ABC codes

This is because, in many businesses, a limited number of items usually contribute significantly to the overall stock value. This method allows for more frequent stocktaking of high-value items.

The following sections describe the stages of setting up stocktaking by ABC codes.

Specify a stocktaking frequency for an ABC code

1. Go to the ABC codes (IN208500) window.
2. For each ABC code available in the system, in the Counts per year column, type the appropriate integer.
3. Click .

Assign an ABC code to a stock item

1. Go to the Stock items (IN202500) window.

2. For each stock item, do the following:

   1. Select the stock item by its item ID.
   2. In the ABC code field on the General information tab, select the appropriate code.
   3. Select the Fixed ABC code check box if the item should be permanently assigned to the same code.
   4. Click .

Create a stocktaking type for an ABC code

For each ABC code, create a stocktaking type as follows:

1. Go to the Stocktaking types (IN208900) window.
2. Click .
3. In the Type ID field, type the unique identifier for the new stocktaking type.
4. In the Description field, type a brief description.
5. In the Generation method field, select By ABC code. The ABC code selection tab is displayed.
6. On the ABC code selection tab, select an appropriate ABC code in the ABC code field.
7. On the Assignment order tab, specify the assignment order to be used on the stocktaking sheets by selecting one of the following options in each of the boxes: By location, By item ID, By item description, or By lot/serial number. (Some of the options appear only if the appropriate functionalities are enabled in your system.)
8. Optional: Specify how many blank lines to add to the stocktaking sheets.
9. Click .

Create the stocktaking type for stocktaking by frequency

For stocktaking to be performed for multiple cycles at once, create a PI type as follows:

1. Go to the Stocktaking types (IN208900) window.
2. Click .
3. In the Type ID field, type the unique identifier for the new stocktaking type.
4. In the Description field, type a brief description.
5. In the Generation method field, select By ABC code. The ABC code selection tab is displayed.
6. On the ABC code selection tab, make sure the By frequency check box is selected.
7. On the Assignment order tab, specify the assignment order to be used on the stocktaking sheets by selecting one of the following options in each of the boxes: By location, By item ID, By item description, or By lot/serial number. (Some of the options appear only if the appropriate functionalities are enabled in your system.)
8. Optional: Specify how many blank lines to add to the stocktaking sheets.
9. Click .

Related pages

Concepts

• /visma-net-erp/online-help/shared-files/in/in-manage-stocktaking-counts-overview-con/
• About overview of stocktaking options
• About stocktaking

Tasks

• Create a stocktaking type
• Create a stocktaking type for full count
• Set up cycle stocktaking

Windows

• Stocktaking types (IN208900)
• Prepare stocktaking (IN504000)
• Stock items (IN202500)