User Guide for the Stock Count Screen

User guide for the Stock Count screen, Inventory System, Smart Pro ERP. After logging in to the system, you can go to the side menu and then click Inventory System. A menu will appear; go to the Operations node. Choose Stock Count. After opening the Stock Count screen, if you want to add a new stock count, follow these steps: General steps

1. Click "New" to start a new stock count.
2. Enter the stock count data in the required input fields.
3. Click "Save" to save the data.
4. Choose the appropriate action such as printing or exporting to Excel when needed.

Step-by-step detailed steps

1. "New" button:

• Steps:

1. Click the "New" button to start a new stock count.
2. The input fields on the screen will be prepared, allowing you to enter the new stock count details.
3. Enter the required information in the input fields.

Data: As follows:

1. Number: Enter the stock count number. Then move to
2. Stock Count Date: Specify the date of the stock count. Then move to
3. Branch: Choose the branch related to the stock count. Move to
4. Warehouse: Select the warehouse where the stock count is being conducted.
5. Employee: Select the name of the employee responsible for the stock count.
6. Description: Enter any additional description that explains the stock count.

4. Click "Save" to save the stock count.

2. "Save" button:

• Steps:

1. After entering the stock count details, as in the steps mentioned under the New button, click the "Save" button.
2. The stock count data will be saved in the Inventory System.

3. "Approve Stock Count" button:

• Steps:

1. After saving the stock count, display the saved stock count transaction, then click the "Approve Stock Count" button.
2. The system will verify the accuracy of the entered data.
3. If the data is correct, the stock count will be approved for use in the system.

4. "Save and Approve" button:

• Steps:

1. After entering the stock count details, if you want to approve at the same time, click the "Save and Approve" button.
2. The data will be saved and the stock count will be approved at the same time.

5. "Print" button:

• Steps:

1. After saving and approving the stock count, view the latest stock count transaction either by searching for it using the search button or from the drop-down list shown next to the navigation keys. After selecting the stock count transaction, the data will be displayed in the fields and table; click the "Print" button.
2. A report containing the stock count details will be printed.

6. "Delete" button:

• Steps:

1. Choose the stock count you want to delete from the stock count list if you want to delete the entire stock count.
2. Click the "Delete" button.
3. The stock count will be permanently deleted from the system.
4. If you only want to delete one of the stock count item lines, follow the same viewing steps mentioned earlier, then

from the red-colored button on the edges of the display table, click this button for any item you want to delete.

7. "Restore Data" button:

• Steps:

1. When clicking the "Restore Data" button.
2. The data of the last stock count operation saved in the system will appear so that you can edit it, cancel it, or view it.
3. Edit the data you want to modify, delete, or review.

8. "Load All" button:

• Steps:

1. When clicking the "Load All" button.
2. All stored item data will be loaded into the display table if you want to perform a full stock count for the warehouse. The available quantities in the warehouse.

9. "Export to Excel" button:

• Steps:

1. After displaying the stock count, in the display table, if you want to send the stock count data to management, click the "Export to Excel" button.
2. The stock count data will be saved in an Excel file that can be opened and used outside the system.

10. "View Attachment" button:

• Steps:

1. If the user wants to view the attachments of a specific stock count, search for the stock count whose attachments you want to review, and display the data in the table.
2. Click the "View Attachment" button.
3. The attachment associated with the stock count will be displayed if available.

Data display table:

• This table is used to display stock count details in an organized manner, such as items, quantities, and prices.

Navigation keys:

Used to move to the next record

< Used to return to the previous record

] Used to move to the last record

[< Used to return to the first record 🔍 Used to search by the stock count number you want to review or view The field located between the navigation keys displays the stock count operation numbers that were saved in the system.

• Use the navigation keys to move between different records or operations within the stock count screen.

Loading from an Excel file:

• Use the key dedicated to loading an Excel file to import or export data.

Steps

1. Click (browse) in case the stock count data is in an Excel file. The system files will open, and you can select the stock count file, which must be in Excel format.
2. After selecting the file, click the upload button. The system will read the data from the file and upload it to the database, and you can view it and make edits.