Client requirement is to document the steps to take a stock take in the warehouse using NS WMS
Features to be enabled in account: Inventory Count
Cycle counting Release steps in Netsuite
1.Change to Warehouse role
2. Click on Warehouse
3. Using the Warehouse role, go to Inventory > Cycle Counting > Cycle Count Plan > New.
4. Click on Cycle Counting
5. Click on Cycle Count Plan
6. Click on new
7. Click on customform
8. In the Account field, select the account to which you want to post variances, typically, an expense account. By default, the account you set in the Default Inventory Count Account field on the Accounting Preferences page appears in this field. See Setting Up Inventory Count.
9. In the Plan Name field, enter a unique name for the count plan.
10. Select the subsidiary
11. In the Location field, select the warehouse location to which the items belong.
12. Click on List
13. Click on BBC, choose the location
14. Click on ITEM CLASSIFICATION
15. Select the bin
- If you want to include items with an on-hand count of zero, check the Count Bin Rows With Zero Quantity box.
- If you want to sort items by bin number, instead of the default sorting by item name or number, check the Sort Rows by Bin box.
Apply this setting to count all items in a specific area of your warehouse.
16. Click on GENERAL
17. Click Save.
18. Next Step will be Releasing the Cycle count Plan
After you create a cycle count plan, you can generate the inventory count record and release it for processing. When you release and start a plan, the associated inventory count task becomes available for processing on mobile devices. If you assign a count to a user, only that user can access and process it on a mobile device.
19. Using the Warehouse role, go to Inventory > Cycle Counting > Cycle Count Generate & Release.
20. Click on Cycle Counting
21. Click on Cycle Count Generate & Release
22. In the Plan Number field, select the cycle count plan number. This field displays a maximum of 1000 plans at a time. NetSuite WMS sorts the plans alphabetically, by name, and then includes the first 1000 plans in the selection list.
23. (Optional) To count items within a specified period, in the Count Start Date and Count End Date fields, enter or select a date.
24. Click Display.
(Optional) To count items within a specified period, in the Count Start Date and Count End Date fields, enter or select a date.
25. In the Items sublist, check the box next to each item you want to count.
26. Click on Cycle Count Generation and Release
27. (Optional) In the Assigned To field, select the name of the user you want to assign to the inventory count.When you assign the plan to a user, the user’s name appears in this field by default.
28. Click on highlight
29. Click on List
30. Select the employee name who is going to do the stock count
31. Click on Name
32. In the Items sublist, check the box next to each item you want to count.
33. Click Generate & Release.
Inventory counting and approval steps in NS WMS
1. Click on Inventory> Cycle counting >Enter cycle count> List
2. Click on View
3. Click on startcount
4. Select the SCM Mobile, Click on Select Warehouse
5. Click on INVENTORY
6. Click on CYCLE COUNT
7. Click on Plan number released
8. Click on Bin number
9. Click on Bin number
10. Click on Item to be counted or scan the item
11. Enter the Quantity that the user have counted
12. Click on Next Plan to start the next release plan
13. Navigate back to the Cycle count plan record and Click on complete count
14. Click on Approve or reject the count after validation
15. Click on Items subtab to see the items and quantity
16. Click on approve if the manager wants to approve the count
17. Click on count quantity for view the counted quantity
18. Following screenshot will display the plan in approved status after the approval by the manager.
