Visma eEkonomi Pro

Create stocktaking

You can perform a stocktaking for all of your articles or part of them. If you only want a certain selection of articles to be included in the stocktaking you can create filters by combining different options. An article can only be included in one stocktaking at the time. If someone has started a stocktaking without completing it, it will be shown in the list with status Ongoing.

Select Stock and articles - Stocktaking.
Select New stocktaking.
Select Stocktaking date.

It will not be possible to make any inbound deliveries for dates before the date of the stocktaking, as long as it is ongoing.

Select All articles or if you only want to stocktake part of your stock select Filter and add filter options.
Select Continue to create the stocktaking.
Count each article and enter the number in stock in the field Verified quantity.

The articles in the stocktaking can be filtered on Article labels and Status. It is also possible to sort the list by clicking the column headers. To keep track of which articles that have been counted you can check off each article by clicking the circle symbol at the end of each row.

If you have articles that are not included in the stocktaking you can add them while performing the stocktaking. Just type the article number in the empty field at the bottom of the list to add it. If the article is new click the button New article. When the article is saved it will show in the list with the ongoing stocktaking. It is also possible to change which articles are included in the stocktaking by editing the filter. To do this you select Actions - Edit filters.

If you have added barcodes to your articles you can connect a barcode scanner to your computer (via USB) and find articles by scanning it. Simply place the cursor in the field Search and scan the barcode. The article scanned will now show in the list.

If you prefer to walk around your warehouse with pen and paper in hand, you can print the stocktaking form, save the stocktaking as ongoing and add the quantities in the program later. Please note that if you have filtered the list, only the articles selected by the filter will be included in the printout.

Select Complete stocktaking.

When completing the stocktaking inbound and outbound deliveries will be created, providing that the verified number for any article has been changed.

Create a stocktaking form

You can create a stocktaking form when you're conducting a new stocktaking, under Stock and articles - Stocktaking - New stocktaking, and then by clicking Print down to the right. If you want to create a stocktaking form based on an already completed stocktaking, click on the row for the stocktaking and select Create PDF.