Count Desk

1What this screen is for #

• Menu path: Warehouse Management > Counting > Count Desk. Route /warehouse/count-desk .
• A count belongs to one storage space run by the WMS. It is numbered CC-1, CC-2 and so on.
• Starting a count freezes its bins: no putaway, pick, move or voucher line touches a frozen bin until it is released. Count when the bins are quiet.
• The lines carry the book quantity taken at the start, the first count, the recount, the difference and the tolerance the line was judged by.
• The warehouse keeps working around the count: only the frozen bins stand still.

2The five plans #

• ABC cycle : the bins holding an item of value class A, B or C (Item Warehouse Settings), the longest uncounted first. Give the number of bins for today; counting some every day goes round them all.
• Zero and short pick : bins a picker found short, bins at zero, bins below zero.
• Zone audit : bins of one zone drawn at random.
• Full : every bin of the storage space.
• Chosen bins : the bins you tick.
• Show the plan lists the bins before anything is frozen. A bin that is Blocked, Inactive, in another count, holding stock allocated to a pick, or named by an open task is left out, and the list says why.

3Tolerance, recount and approval #

• The tolerance is a per cent of the book quantity by the item's value class, or a quantity, whichever is more - WMS Settings, group Counting. By default class A has none.
• A first count inside the tolerance is accepted. Outside it the bin goes back to the floor to be counted again by somebody other than the first counter.
• A recount inside the tolerance is accepted. A recount still outside waits for approval : holders of Approve on WMS - Counts get a bell alert.
• Approve lets the counted figure stand. Reject needs a reason and sends the bin to be counted again. Nobody decides a line they counted themselves; an administrator may.
• Count again sends any counted line back to the floor - when a figure looks wrong although it is inside the tolerance.
• A bin whose every line agrees with the books is released at once; the others stay frozen until the post.

4Posting #

• Post count (F5) needs every bin counted or left out, and no difference waiting for approval.
• The bins are corrected to the counted figures, and one Physical Stock voucher is saved for the storage space with one line for each item whose total changed. An item short in one bin and over by as much in another needs no voucher line: only the bins are corrected.
• The differences pass through the storage space's receiving bin on their way to the books, so the space needs one, Active.
• The voucher is dated today. If the voucher save refuses it, nothing is posted: the bins are frozen again and the message says why.
• A difference on a batch line, or on an item held by serial number in the bin, cannot be posted from a count yet: leave that bin out and correct it on a Physical Stock voucher.
• Count sheet prints the bins still to count with their items and no quantity, for counting on paper; the figures are then keyed on Count.
• Cancel count releases every bin and posts nothing.

5Toolbar & keyboard #

• Refresh (F2) , New count (F3) , Post count (F5) . Esc closes a dialog; with none open, the page.
• Rights, on the object WMS - Counts: View opens the desk, Create starts a count, Alter sends back, leaves out and posts, Delete cancels, Approve decides differences.

6If something does not work #