Stocktaking

The Stocktaking inventory type calculates the sum total for the selected data and adds new records to the Stock Control info area containing these sum totals. All material order item and stock control item records taken into account by the process are flagged as having No effect on stock. This allows you to archive stocks: The affected stocks do not change, stock transactions are summarized in the new (stock-effective) records; "old" material orders and stock control records can then be archived and removed from the database.

The following records are added to the Stock Control info area:

• One record for the rep that started the stocktaking process: This record’s key is entered in stock control items and material order items taken into account by the stocktaking process, and any stock control items added as a result.
• One record for each rep and stock affected by stocktaking: The sum totals calculated for each item are entered in the corresponding item records. These item records impact on stocks and thus replace the material order items and stock control items taken into account by the stocktaking process.

The Stocktaking inventory type can only be carried out on the main office. Use the Take inventory configuration entry (Inventory category) to allow stocktaking on other stations (possibly restricted to certain reps or groups), >> CRM.core Administrator Guide.