Preparations before a stock count in Telaris

Preparations before a stock count

Good preparations made ahead of the stock count give a good starting point for a smooth stock count in the system. The most important thing you as the person responsible for the count can do is to make sure the stock status in the system is updated, that is, to ensure that all goods transactions are completed in the system before the count starts. For example, open purchases, goods receipts and picking lists.

Telaris recommends that no one takes goods in or out of the warehouse while you are counting. If this is not possible, the system handles goods in/out while the stock count is in progress.

TABLE OF CONTENTS

• Preparations before a stock count
• Tools in Telaris
• Correcting quantity up from stock balance 0

Tools in Telaris

The standard stock list in Telaris is based on the time the item is marked as picked in the system. This means that if you create a picking list and set the items as picked in Telaris, they will no longer appear on the standard stock list.

It is important that there is consistency between what happens in practice and what happens in the system. This means that the physical process around goods flow must also be reflected in Telaris. Everything from receiving purchased goods in Telaris, to picking from the warehouse before the goods are then shipped and invoiced.

Based on our experience, we therefore recommend that all our customers pay attention to the following before a stock count is carried out:

1. Invoiced, not picked (standard report)
2. Picked, not invoiced (standard report)
3. Products allocated in an order (standard report)

If you physically pick goods from the warehouse, but donotpick the goods in the system, the goods will still appear on the stock list even though you have most likely shipped and invoiced them.

And conversely, if you have picked and shipped the goods in the system but havenotinvoiced them, you may have a stock quantity in the system that does not match what you physically have in the warehouse.

Products allocated in an order can be goods that have been released for picking but, for various reasons, have not been picked in the system. Such allocations can create challenges when you register the stock quantity for an item in the system, so it is important that you tidy up here and return the goods or release the allocation.

If an item has an allocation of 1 unit, the system will not allow you to register 0 units in the stock count.

All these checks help ensure that the stock quantity in Telaris is as close as possible to the actual physical stock quantity before you start the stock count itself.

We recommend that you adjust the time period in the reports to match the period of the stock count. This ensures that the data in the reports reflects the same conditions as the stock count, and gives a more accurate overview of the stock quantity.

You can find the standard stock reports under: Reports > Warehouse. (Where the shortcut is located may vary between instances.)

Correcting quantity up from stock balance 0

Here you, as the person responsible for the count, must be conscious of how you choose to correct the relevant items upwards. There are two ways to do this in Telaris:

1. Correction in the counting window
2. Correction after the stock count is finished, see the section for "correction"in the guideAction points after a completed stock count

The main difference here is what need you have to set a cost manually instead of the system estimating the cost based on historical value or an estimate from the catalog.

When you use correction in the counting window, the following happens:

1. The system checks whether there is a historical value for the relevant item; if none exists, the purchase price in the associated catalog is used.

If the historical value or catalog is the wrong basis for determining the value, you must use the correction option mentioned in point 2 above.

Guide:Carrying out a stock count in Telaris