Set up stocktaking by ABC codes
/visma-net-erp/help/inventory/manage-stocktaking-counts/set-up-stocktaking-by-abc-codes
section
Using ABC codes for counting is typically the most effective approach for ensuring accurate stocktaking counts.
2026-02-19T17:09:06+01:00
# Set up stocktaking by ABC codes
Using ABC codes for counting is typically the most effective approach for ensuring accurate stocktaking counts.
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)](/visma-net-erp/help/inventory/inventory-windows/abc-codes-in208500/) window.
1. For each ABC code available in the system, in the **Counts per year** column, type the appropriate integer.
1. Click .
## Assign an ABC code to a stock item
1. Go to the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window.
1. For each stock item, do the following:
1. Select the stock item by its item ID.
1. In the **ABC code** field on the **General information** tab, select the appropriate code.
1. Select the **Fixed ABC code** check box if the item should be permanently assigned to the same code.
1. 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)](/visma-net-erp/help/inventory/inventory-windows/stocktaking-types-in208900/) window.
1. Click .
1. In the **Type ID** field, type the unique identifier for the new stocktaking type.
1. In the **Description** field, type a brief description.
1. In the **Generation method** field, select **By ABC code**. The **ABC code selection** tab is displayed.
1. On the **ABC code selection** tab, select an appropriate ABC code in the **ABC code** field.
1. 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.)
1. Optional: Specify how many blank lines to add to the stocktaking sheets.
1. 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)](/visma-net-erp/help/inventory/inventory-windows/stocktaking-types-in208900/) window.
1. Click .
1. In the **Type ID** field, type the unique identifier for the new stocktaking type.
1. In the **Description** field, type a brief description.
1. In the **Generation method** field, select **By ABC code**. The **ABC code selection** tab is displayed.
1. On the **ABC code selection** tab, make sure the **By frequency** check box is selected.
1. 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.)
1. Optional: Specify how many blank lines to add to the stocktaking sheets.
1. Click .
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