Inventory landing page > Audit Inventory Count, 

Or Main application menu > Select Inventory > Stock Management > Audit Inventory Count



  1. When MT-POS is configured to work in Audit mode, both ‘Finish’ and ‘Full Adjustment’ options are available. 
  2. In this mode you can create a batch for auditing one product, a set of products, or all products.
  3. Click the ‘Finish’ button to submit the batch for auditing. Alternatively, you can also click ‘Full Adjustment’ if you have the required security permissions.
  4. When a batch is submitted for auditing, you can review available batches on the Audit Inventory Count screen.
  5. The Audit Inventory Count screen displays all the available batches for auditing.

 

Audit Inventory Count – available batches

 Audit Inventory Count – available batches


Screen Data Elements

Elements

Type

Action

Search

Icon

Search by Batch Name, ItemId, From Date, to Date, Username, Checkbox to show open batches

Last Updated

Read-only


Date when the batch was last updated

Count ID

Read-only

MT-POS count reference id

Count Name

Link

Displays batch details for auditing

Last Modified by

Read-only

User that handled the batch most recently

Status

Read-Only\Link

Batch Status Open or Close (Close the Count link to close batch item without action)


  1. You can click the ‘Close the Count’ link, to close a batch without taking any action.
  2. You can click on the batch Count Name link, to audit the batch. On clicking the Count Name link, the scanned product details are displayed.


Inventory count batch

Inventory count batch


Screen Data Elements

Elements

Type

Action

Excel

Icon

Export the batch to Excel

PDF

Icon

Export the batch to PDF

Search 

Icon  

Search for a specific item

This is full inventory count

Read-only

Display the full stock that was not scanned in the batch

Click here to include only items scanned in the stock count

Link

Display only items counted in this batch

Show only items that require adjustment

Checkbox 

Check-mark to display only those items that require adjustment

Item ID

Read-only

SKU

Description

Read-only

Description of the item

Counted

Link 

Quantity of items counted – click to see details

Missing 

Link

Quantity of items missing – click to see details

Over Counted

Link

Quantity of items over-counted – click to see details

Status – Action Required

Link

Opens a menu containing functions: Close (the line item), Adjust Out, Adjust In, Detail

Description – total

Read-only 

Total items in the batch and in inventory

Counted – total

Link

Opens details of all the items counted

Missing – Adjust Out – total

Link

Opens details of all the items missing

Over Counted – Adjust In – total

Link

Opens details of all the items over counted 

Status – Adjust All – total

Link

Adjust all the items, In and Out

Close batch as is

Link

Close the batch without any changes


  1. User can click on:
  • Excel – to export batch summary in excel format


Batch summary – exported in excel

           Batch exported to Excel

  • Search – icon to search result by item id or description
  • Click the here link if this is full stock count – to include all the inventory items in the store in the stock count.


Full inventory count

   Full stock count

  • Click here to include only items scanned in the stock count – to include only the items scanned in the batch.
  • Counted – link to view scanned product details.
  • Missing – link to view missing product details and select items to adjust out. The Item level reason code is optional, but reason code mapped to activity is mandatory.
  • Over Counted – link to view over counted product details and select items to adjust in. The Item level reason code is optional, but the reason code mapped to activity is mandatory.
  • Action Required – link to view details, close the batch or perform Adjust in\out as required.


Audit Inventory Count – Counted view

Audit Inventory Count – Counted view


 Audit Inventory Count – Missing view  Audit Inventory Count – Missing view


Screen Data Elements

Elements

Type

Action

ADJUST OUT – SKU- Description

Read-only

The item ID, description, and quantity to adjust out

Serial Number

Checkbox

Check-mark to select all the serial numbers, or select specific serial numbers from the list

Reason Code

Select from list

If required, select a reason code for a specific item

Memo

Box 

If required, type a memo

Back

Button

Go back to the Audit page

Reason Code

Select from list

Select a reason code for the entire adjustment

Adjust out

Button 

Adjust out the selected serial numbers



Audit Inventory Count – Over Counted 

Audit Inventory Count – Over Counted


Screen Data Elements

Elements

Type

Action

SKU and item Description and quantity for adjustment

Select from list

Select the store to audit

Memo

Free text

Select the inventory count batch to audit

Reason Code

Select from list

Select the reason code

Back

Button 

Back to batch



Batch screen

Batch screen

  1. To perform all adjust-outs for the batch at once, click Adjust Out at the bottom of the Missing column. Open the Reason Code drop-list and select the reason code. Type a memo (optional), and then click Adjust All Out. To close the popup without any adjustment, click the X button.


Adjust All Out – reason code prompt

Adjust All Out – reason code prompt


  1. To perform all adjust ins for the batch at once, click Adjust In at the bottom of Over counted column. Select the relevant reason code and type a memo (optional), and then click Adjust All In. To close the popup without adjustments, click the close (X) button.


Adjust All In – reason code prompt

Adjust All In– reason code prompt


  1. Click Adjust All to perform all adjust out and in for the batch at once; select the relevant reason code for both Adjust in and out, type a memo (optional), and then click the Adjust All (In/Out) button. To close the popup without adjustments, click the X button.


Adjust All – reason code prompt

Adjust All – reason code prompt


Integration:

For Enterprise Integrated systems, MT-POS will report adjustments in and out in End of Day Inventory movement extract.