The Stock-Take-File (STF) can be used during the company's scheduled stock take activity or create a new WMS Workspace.
If you have a WMS Workspace, from the Item List register, select from the Actions menu Item Adjustment
Select a location from the drop-down list from the Stock Adjustment window and press 'Search Inventory...'. Once the stock list has been displayed, click the 'Export to STF...'.
This will create a Stock-Take-File with the current counts for each item currently inventoried, and the file is a CSV (Comma-Separated Values) file.
Open the file in Excel (make sure you select *.csv as the file filter). Note that a TILDA (~) must be placed in the BATCH-SERIAL column and a 0 as LOT for untracked stock.
UPDATE THE COUNT column to reflect the TRUE COUNT of stock OnHand.
Save the file, make sure the format stays as *.csv
Follow Step 1, then choose Import STF…
Verify the Difference column shows the difference between the original stock count and the new count, as shown below.
Note: You can enter new bins into the stocktake file, and they will be automatically created when the import file is loaded.
LOCATION = Warehouse Location (Must contain a location)
BIN = Bin Location (If Bin location is not used, will be set as *)
ITEM NUMBER = MYOB/WMS Item Number
BATCH-SERIAL = Item Batch-Serial Number (If item Batch-Serial number is untracked/not used, TILDA (~) is to be used)
LOT = Pallet Lot Number (If Pallet Lot tracking is not used, a 0 should be used)
EXPIRY = Item expiry date (If the expiry date is not being used, leave blank)
COUNT = WMS Count after Stock Count; this field can be changed to Actual Count. Upon importing, WMS will identify if this field has been altered and display it as a variance.
COMMENT = Comment Field if Stock Count is different to WMS Count (Can be left blank) example: "One item Damaged."
The below fields will not update the WMS when imported via STF import; they are for your reference when stocktaking only.
DEFAULT-BIN = Default Item Pick Bin
RECEIVE-BIN = Default Item Receive Bin
OVERFLOW-BIN = Default Item Overflow Bin
ITEM NAME = MYOB/WMS Item Name
UNIT = Buying Unit of Measure
UOM = Selling Unit of Measure