Inventory Orders

General information

The inventory order overview shows inventory orders. These orders generate the header data for inventory receipts.

There are different statuses for inventory orders.

Status	Description
Created	The inventory order was only created but not started.
In process	The inventory order has been started and counting can begin. The storage locations containing the items to be counted have been blocked off. Any existing inventory allocations (i.e. reservations for customer orders) remain in place.
Recount	All requested recounts were carried out.
Counted	All items in the inventory order have been counted.
Done	The order has been counted in full and the inventory receipt has been registered, the new stock levels have been updated in the storage locations/quants, and the block on the storage locations for this order has been lifted.
Deactivated	The created order has been deactivated and is no longer available.
Cancelled	The order has been canceled.

The Inventory Order Overview shows all inventory orders. The overview can be adjusted using various filters, such as:

The inventory order can be opened by clicking on the arrow button or the order number.

A new inventory order can be added via ‘Add inventory order’. The following fields are available:

Field	Required	Description
Creation Date		The creation date is set automatically and cannot be changed.
Number	yes	A unique inventory order number (alphanumeric) must be entered here. This can be generated by entering ## and pressing Return.
Inventory type	yes	Stock Only storage locations with stock will be considered. Empty places Only storage locations without any stock will be considered. Complete all storage locations (with stock and empty) are considered
Count only stock without reservations	no	Checkbox, if activated only stocks that do not have reservations are counted.
Client	no	Select the client for whom the inventory count applies. Only available when inventory type stock is selected
Priority	yes	Possibility to set a priority (lower number - higher priority) Default=50
Inventory date before	no	Only considers objects that have an older inventory date.
Positions per counting tour	no	Number of positions assigned to an employee in succession to ensure physical separation between employees at their workstations.
Route optimization	no	Hier kann nach Lagerplatz auf und absteigend, Ebene auf und absteigend gewählt werden. Auch ist eine individuelle Sortierung möglich (Die ind.Sortierung wird über die Topology gesetzt, und zwar im Feld CustomSortNumber) siehe auch individuelle Sortierung
Remarks	no	Free text for comments.

Once the inventory order header has been created, the following activities can be performed:

Button	Description
Pen	Opens edit mode
Paper sheets	The inventory order can be duplicated. ATTENTION: All positions will also be duplicated! Duplication makes it possible to map multi-clients.
Add inventory order position	Here, the counting positions belonging to the order are added. This is only possible while the order status is 'Created'.
Start order	Starting the inventory order will create an inventory reciept and inventory counting for the positions specified within the order. Corresponding stock and storage locations will be blocked, this is also visualised in the warehouse overview: Storage Locations will be shown as greyed out, so are the storage units. In the storage units overview corresponding units will have a blocked remark.
Select all on current page (unselect all on current page)	selects all positions listed on the current page or removes the selection
checkbox (position)	manual selection of certain positions
Delete selected	Once positions have been selected, they can be deleted as long as their status is ‘Created’.
Trash can	A single position can be deleted using the "trash can" icon as long as its status is ‘Created’.
Arrow	Shows the position details, possibility to edit the position via the pencil button.
cancel order	Cancels the entire inventory order, items already counted are discarded, blocks are lifted.

when adding inventory order positions, either one of these options is required:

the remaining inputs are optional to further specify the stocks considered for counting.

Input	Description
Place	Storage location can be selected via the dropdown menu. If only one parent node is selected, all the locations of its child nodes will be considered for counting. Example: Warehouse: all locations are considered. High rack: all locations under the 'High rack' node. Field: only certain high-rack locations. Level: locations within a given level. Position: the exact location within the high rack.
Storage area code	There is the possibility of counting different zones with set storage area codes.
Article	Counting a specified article in all locations.

Inventory Type	Description
Stock	Only storage locations that have stock in COGLAS will be considered for counting. If needed the inventory type stock can be limited to a client.
Empty placs	Only storage locations without stock will be considered for counting.
Complete	All storage locations (empty and with stock) will be put on the Inventory Order. Also all stock regardless of the client will be considered.
MaxInventoryReceiptPositions	This limits the number of positions on a single inventory receipt. If this field is left empty, there is no limit to the number of positions.
Count only stock without reservation	Only stocks that do not have reservations are counted. It is also taken into account that there are no reservations on any quantity in mixed storage units. Otherwise, these are sorted out. The checkbox is only displayed for inventory type stock.

Depending on the settings, the inventory order either blocks the stock or the storage location, preventing any changes to inventory positions.