MAINTENANCE

To Create Adjustments

  1. Click Maintenance on the navigation bar

  2. From the drop-down menu select Adjustments adjust_ments button and the Adjustments main page is displayed.

  3. Select Add Adjustment add_adjustments button and the Create Adjustment Page is displayed:

    1. Search for items by SKU, by Description or by QEH item code

    2. Select item

    3. Select Adjustment Reason

    4. Select Location of the item quantity being adjusted

    5. Enter Batch Number (if required)

    6. Enter Date Expired (if required)

    7. Enter New Quantity

    • Adjust button to process the Adjustment

    • Adjustment List button to return to Adjustments Main Page

Note: The new quantity box does not calculate i.e. if the quantity of an item is 10, then input 10 into the new quantity box.

create_adjustments

To Search Adjustments

  1. Click Maintenance on the navigation bar

  2. From the drop-down menu select Adjustments adjust_ments button and the Adjustments main page is displayed:

    1. Search for items by SKU, by Description or by QEH item code

    2. Select Date Range

    • Apply Filters button to search for items

    • Reset Filters button to remove all filters

      filter_adjustments

To Create, Edit and View Stock Counts

  1. Click Maintenance on the navigation bar

  2. From the drop-down menu select Stock Count stock_count button and the Stock Count Main Page is displayed:

    1. Select Month

    2. Select Location/Cost Centre

    3. Create Stock Sheet button to create selected locations/cost centers stock counts

    4. Actions button to Select All Stock

    5. Actions button to Invert Selection

    6. Actions button to Select None

    7. Actions button to Export Blank Sheets

    8. Select Treat as Month End (if it is the month end stock month)

    9. Click on Stock Count folder created

    10. Apply Shelves

    11. Enter Counts

    12. View Cost Report

    13. Add Missing Items

    14. Apply System Quantity

    15. Update Stock Reports

    • Settings button to Apply System Quantity

    • Settings button to Remove Item

    • Actions button to Import From Spreadsheet

    • Actions button to Export To Spreadsheet

    • Save Counts button to update quantities entered

    • Delete Stock Count button

    • Stock Count List button to return to the Stock Count Main Page

To View and Close Month End

  1. Click Maintenance on the navigation bar

  2. From the drop-down menu select Month End month_end button and the Month End Main Page is displayed:

    1. Select Month

    2. Update Reports

    3. Close Month

Note: The Close Month button would only be displayed once all Credit Notes, Issues, Transfers Out, Transfers In and Stock Count Transactions are closed.