Stocktake Forms

Use this report to produce forms for stocktaking purposes. You can produce the report in product, bin location, warehouse or category sequence. The report includes information about reference, description, warehouse and bin location, and includes spaces for manually recording the physical quantity. If you are using traceability, you can choose whether to include traceable items.

This report is independent of the Stocktake application available in Opera 3.

To Print the Stocktake Forms

1. Open the Stock folder and then click Reports or click the Supply Chain Management tab on the Ribbon Bar and then click Stock - Reports.

2. Click Stocktake Forms.

3. In the Sequence list, select the sequence option you want. You can produce the report in product, bin location, category or warehouse sequence, then depending on the sequence you have selected, use the From and To lists to define the range of records you want included in the print run.

4. If you do not want to include serial - or batch -numbered items, clear the Include Traceable Items option. Traceable stock only applies if you use the traceability feature.

5. Click OK. On the Publisher form, click the tab to select the output device you want to use and then complete any settings or options you want to apply to the output device. To process the output, click Publish.