Initial Stocktaking
First-time recording of all inventory at warehouse start or when opening a new warehouse area.
Purpose
- Record inventory at a go-live date.
- Record inventory in a new warehouse or warehouse area.
Description
Initial stocktaking can be used when the customer's inventory data quality is insufficient or the warehouse does not require certain inventory attributes (e.g. inbound date). During initial stocktaking, the item, quantity, load carrier, batch, best-before date, variant, and current storage place of all inventory in a warehouse are recorded.
This process serves as go-live preparation when a transfer of inventory data is not possible or desired.
Prerequisites
- Warehouse not yet in operation or new area without inventory data.
Input | Output
| Input | Output |
|---|---|
| Empty or unrecorded storage places | Inventory fully recorded after initial stocktaking |
Setup
- SIEVERS WMS Setup.
- Set stocktaking type to Initial stocktaking.
- Set threshold values high (no automatic recount for first-time recording).
- Disable setup automation.
Roles
- Stocktaking management: Creation and approval.
- Warehouse staff: Counting and barcode recording on MDE device.
Documents
Process Flow
| Step | Short | Description |
|---|---|---|
| 1 | Create stocktaking | Open Stocktaking > create new stocktaking > fill in keyword (warehouse hall / rack row) > set stocktaking type to initial stocktaking > include empty places > enter number of storage places |
| 2 | Create count list | Disable setup automation > set threshold values high |
| 3 | MDE login | Open B5 Stocktaking > select stocktaking team (WMS Teams) > scan count list > insert new inventory > record barcode > enter quantity > ESC to next storage place |
| 4 | Complete | Post New Inventory Stocktaking |
Tipp
For initial stocktaking, it is recommended to set the threshold values for automatic recounting to high values, since there are no comparison values for first-time recording and every recorded quantity is treated as "new".