Set up stocktaking by ABC codes

The configuration of stocktaking by ABC codes includes the following stages:

1. Specify frequencies for the ABC codes defined in your system. When planning stocktaking frequencies, make sure that the stocktaking-per-year values for different codes are factors of the largest stocktaking-per-year value.
2. Assign stock items to appropriate ABC codes.

   If you configure counting by ABC codes during the implementation stage, you can assign initial ABC codes to items when you import the stock items from your legacy system. Otherwise, you assign the codes to items manually. Later, as the statistical data on sales is collected, you can update ABC codes for items automatically.

3. Create stocktaking types. You will need a type for a full stocktaking (see: Create a stocktaking type for full count) and a type for counting by frequency. Then, when you are preparing the stocktaking document, the system will include only items that are due for counting by their code frequency. Also, you can create stocktaking count types for particular codes. You should plan the convention for the identifiers of stocktaking count types and decide how to organize data on stocktaking sheets for each type of stocktaking.
4. Organising counting by ABC codes in the following way:
   1. Performing an initial full stocktaking.
   2. Conducting stocktakings based on ABC codes that have the By frequency option selected.
   3. Optionally, conducting stocktakings by particular ABC codes.

For more detailed instructions about the completion of each stage, see the sections below.

1. Go to the ABC codes (IN208500) window.
2. For each ABC code available in the system, in the Stocktaking per year column, type the appropriate integer.
3. Click .

1. Go to the Stock items (IN202500) window.
2. For each stock item, do the following:
   1. Select the stock item by its item ID.
   2. In the ABC code field on the General settings tab, select the appropriate code.
   3. Select the Fixed ABC code check box if the item should be permanently assigned to the same code.
   4. Click .

For each ABC code, create a stocktaking type as follows:

1. Go to the Stocktaking types (IN208900) window.
2. Click .
3. In the Type ID field, type the unique identifier for the new stocktaking type.
4. In the Description field, type a brief description.
5. In the Generation method field, select By ABC code. The ABC code selection tab is displayed.
6. On the ABC code selection tab, select an appropriate ABC code in the ABC code field.
7. On the Assignment order tab, specify the assignment order to be used on the stocktaking sheets by selecting one of the following options in each of the boxes: By location, By item ID, By item description, or By lot/serial number. (Some of the options appear only if the appropriate functionalities are enabled in your system.)
8. Optional: Specify how many blank lines to add to the stocktaking sheets.
9. Click .

For stocktaking to be performed for multiple cycles at once, create a PI type as follows:

1. Go to the Stocktaking types (IN208900) window.
2. Click .
3. In the Type ID field, type the unique identifier for the new stocktaking type.
4. In the Description field, type a brief description.
5. In the Generation method field, select By ABC code. The ABC code selection tab is displayed.
6. On the ABC code selection tab, make sure the By frequency check box is selected.
7. On the Assignment order tab, specify the assignment order to be used on the stocktaking sheets by selecting one of the following options in each of the boxes: By location, By item ID, By item description, or By lot/serial number. (Some of the options appear only if the appropriate functionalities are enabled in your system.)
8. Optional: Specify how many blank lines to add to the stocktaking sheets.
9. Click .