Counting Reports

Create a report to count the number of specific items or all items in a location, warehouse or company.

You need to perform this task when you are physically counting the stock quantities.

Creating a Count Report

  1. Go to Warehouse Management > Counting > Create Count Report.
  2. Select the Site.
  3. You can complete all the Parameters fields to define the scope and be precise .
  4. You can also select, in the box Advanced :
    1. Freeze part while counting: no flow can be allowed into the stock during the counting period. This action is recommended to avoid errors.
    2. If you are counting only a specific class of items, select the ABC Class.
      Note:
      All your items can be classified as A, B, C, based on criterias like high rotation stock, value of stock, etc.
  5. Click Finish .


    You can now find the count report on the page: Warehouse Management > Counting > Count Reports.

Counting per Count Reports

  1. To perform this action, you have two options:
    1. If you are on the page Count Reports, click the three dots on the line you want to focus on and click Count per Count Report.


    2. Or you can go to the page Count per Count Report directly and select your report.
  2. Click > Column Chooser > Configure columns manually, to display at least the columns: Part, Counted Qty, On Hand Qty, Serial No, Location No, Warehouse and Bay.
    Note:
    If you want to count on a paper sheet while going on the shelf, you can export the column list in an Excel file and print it: click > Export All Rows > Visible Columns Only.
  3. Click the pencil to edit and adapt the quantity for each line in the column Counted Qty.


    Note:
    Remember each part serialized have as many lines as Serial No.
  4. Once you have filled the Counted Qty for all items, click Save.
  5. If you have line(s) without any counted quantity you can either:
    1. Cancel them: select your line(s) and click Cancel Uncounted Lines in the header. The line disappears for this count report only.
    2. Count them without difference: it means that there is no difference between the Counted Qty value which is the physical counting and the On Hand Qty value which is the counting in IFS.
      You can select your line(s) and in the header click Count without Differences.


  6. To confirm the report:
    1. Click Confirm Counted Lines in the header , it confirms all the lines counted.
    2. Or select manually the lines and click Confirm , it confirms only the lines selected. The lines that you do not confirm are Unconfirmed lines and you will need to confirm it later to close your report.


    Once your report is confirmed, you can find it in Warehouse Management > Counting > Count Results

Resolving Unconfirmed Lines Issues

The unconfirmed lines are lines in the system that have not been counted yet. It can happen when you did not finish the counting and you did not confirm lines. You have to count these lines or cancel them.
  1. On the page Count Reports you need to display the column Unconfirmed Lines Exist: click > Column Chooser > Configure columns manually > Unconfirmed Lines Exist.
  2. Click the three dots and click Count per Count Report.
    The page Count per Count Report opens.
  3. You can enter a Counted Qty to your lines.
    Tip:
    Click > Column Chooser > Configure columns manually, to display the column Confirmed, it shows you the lines that are confirmed or not.
  4. Once you filled the Counted Qty, you can Confirm Counted Lines or Cancel Uncounted Lines in order to confirm your count report.
    Once your report is confirmed, you can find it in Warehouse Management > Counting > Count Results

Canceling the Count Report

You can cancel a report if it has not been confirmed yet.

  1. Go to Warehouse Management > Counting > Cancel Count Report.
  2. Select your Count Report No.
  3. Click OK.