Counting is the most important audit process for checking and correcting all data
The counting process is either underestimated due to the conveniences brought by handheld terminals, or it becomes a process that is avoided because it is considered too difficult and will not be beneficial due to the entire space counting.is happening.Many people working in stores and warehouses may be assigned to count and may be unfamiliar with the counting issue.Topics that everyone is thought to know about stock and counting should be explained to everyone again.The most basic issue of the counting process is that the counting will not be done when entering or leaving, it can only be done when the stores are closed.Since stock comparison will be made at the end of the day, it should be done at the end or beginning of the working day.In group-based counting, it is necessary to ensure that no movement, including sales, is made in the products of that group.
The issues to be considered in the census are different for each category.Many factors such as packaging features of the products, display features, sales processes, and sales speed differentiate what needs to be done in the counting.
By paying special attention to in-company shipping processes, counting should not be done when the warehouse ships but the products do not reach the store.Or there may be products for which a return delivery note/invoice has been issued but have not yet been physically issued.Census dayWhen choosing and hours, the integrity of this type of document entry and physical transactions should be taken into consideration.should be taken into consideration.
The counting process is carried out in two environments: handheld terminal and computer.Derinus works online with the database via remote access and does not require any transfer.Counting preparation, counting process, controlüand confirmation is done in 4 steps.
Counting types
In the full venue count, products that are not counted are reset to zero upon confirmation.The stock quantity of the others is equal to the counting quantity. When counting a group of products, the counted group is defined in the product selector and those in this group that are not counted are reset to zero.Therefore, the product group specified in the product selector must actually correspond to the products listed.For example, it is necessary to count the entire category of a brand. In negative stock counting, with approval, it is assumed that those with negative stock but not counted are zero.Therefore, it is necessary to ensure that all negative stocks are thoroughly investigated. In the system list counting, a certain purpose is achieved.The system creates counting lists forThese products are counted.For example, you can try 25 different products every day.system lists.Expensive products, best-selling products, etc.Lists can be created automatically with a logic like this.Stores do the counting and headquarters reviews the results.
Stock and Count Difference Sources
Missing documents, incorrect product/item entries Cashiers scanning the wrong product Incorrect counting Barcode assignment errors Box/item definition errors Days when the store POS system, Z reports and central data are not consistent in the pre-count period Document shipment dates and transaction dates not being entered correctly Banded promotionProducts are packaged and sold individually Weighted products are a problem in itself Not processing shipments between stores Failure to make mutual checks in shipments between stores and warehouses, quantity disputes Failure to record in-company usage Failure to enter damaged/broken products ReturnsNon-processing of products
And of course, finally, don't get stolen!If you pay attention, transaction entries for all these transaction types are available in the main menu.In this case, counting transactions should actually correspond only to theft and stock losses of unknown origin.
Basic Steps of the Counting Process
1. Preparations should be made in physical and systemic aspects.Apart from the raid counts, importance should be given to informing the personnel.
2. From the last closing time until the start of the next sale and must be completed at once.
3. Next, counting and stock comparisons are made.There are many reasons for census differences.First of all, incorrect document entries and incorrect cashier sales come first.Attention should be paid to the items listed for the reasons for stock and counting differences.The sources of other problems that may arise should also be listed and addressed.Solutions should be developed for all problem sources, training should be provided to the parties and necessary decisions should be taken.
4. Finally, the count is confirmed.Documents cannot be entered backwards from the counting date. If it is necessary, corrections must be made in the counting documents in order not to change the counting result.For this, control can be achieved by giving historical settings in System Management.
1. Recommendations for Full Location Counts Before starting the physical count, preparations should be made on the shelves and warehouses.Storage conditions of the products should be made suitable for counting.Products scattered in different places should be collected in the same area if possible.Unexpected places such as behind shelves, behind doors, and in corners should be checked.
In terms of counting technique, three different items are taken from each shelf in the counting area divided into areas.It may be preferable for the person to pass.The first one is the gathering and preparing for counting step that we mentioned above, the second one is the step of writing it on a piece of paper and sticking it on the products after counting by hand, the third one is the step of counting by hand.You can also check the quantity and perform the entry step into the hand terminal.
Preparations for the system are made to complete the documents.It is mandatory to complete the documents dated before the census date.Transfer of sales is also an important point.In mandatory cases, if the counted area is entered or exited during the count, corrections can be made to the recorded count values of the same quantities.
Since more terminals are generally needed in the count, the process is temporarily carried out using handheld terminals compatible with the system.can be accelerated.If available, terminal purchases from other warehouses and stores should be planned.If necessary, additional remote access licenses should be provided.
Considering the product groups where the counting team is not experienced or the counting is difficult, or to obtain more reliable counting results, it can be planned to count each area a second time by a different person.In this case, a stock comparison is made with the first count, and then when the second count is made, both the stock and the two count results are taken together and tripled.control is applied.
2.DerinUs Handheld Terminal Usage: Counting can be done with more than one terminal and user by opening files on the handheld terminal.For conflicts, the number of items counted within the file and in total can be seen at any time.In the census management interface, information entered at the terminals can be monitored and reported instantly.Since operations in the terminal are carried out via remote access, directly connected to the system, undefined products are noticed as soon as they are scanned.When correction is required in counting quantities, the same product is scanned and 0 is recorded.
The count file is displayed on the computer and can be modified.Deletion can only be done on the computer and must be written to a file.
It is necessary to plan well the files to be opened for users and fields.The boundaries of these areas must be finalized for users.
3.Counting-Stock Comparison StepBefore approval, comparison is made in many aspects.However, since the passage of time will cause other difficulties, the checks should be completed as soon as possible.A report can be obtained for the selected census file or for all files of that location.Various operations are performed according to the reasons for the differences above.When checking for counting errors, some errors can be caught quickly by sorting from most to least, based on sales price, quantity and amount.Forgotten sales data can be transferred, days with problems such as not keeping a Z report can be transferred again.Wrong documents and forgotten documents are entered backwards.
Barcode assignment and product description errors are usually noticed in two separate product images, plus and minus stock.Product transportation (movement combining) is done for these products.
count checkIf the products are not included in the count in the backward entries made until the count is completed, care should be taken to add these quantities to the count file.
4. Census Approval The most important information about census approval is the date on which the count will be based.The creation date of the counting files is used in the comparison and control reports received before approval.A separate date is given during the confirmation step to ensure that products counted on different dates are recorded in the system as if they were counted on a certain date.
During confirmation, various information that will assist users as the transactions continue is displayed as a log on the screen.
If the products in the counting file are not in the system, it is possible to change the "product ID" by looking at the changed barcode information.In addition, when the user receives the error "There are products that are not in the system", he/she can continue or stop the counting transfer or follow the above control.encounters provision options.In the transfer status display, error states are shown in red.
Confirm by Syncing
Entry and exit transactions are created only for the differences, in a way that results in counting the counted products into stock quantities.It is generally used in lists with small quantities and in cases where the differences are low.
Depending on the option to reset uncounted, there will be no errors in the count.Stock quantities of products that do not exceed the limit will be reset to zero.Here, ‘Product Selector’It is very important to specify a group of products with .The group characteristics of the products being counted should be selected exactly and all products belonging to this group should be counted.The uncounted product report is best helpful at this point.
The most common mistake in this census confirmation method is waiting to see the numbers in the census in the census documents created by the system.However, only the differences between stock and counting numbers are found here.Depending on this difference, we can find the product we are looking for in the document with input or output type from the two files created.we will find it.
Confirming by Resetting
Output (entry for minuses) transactions are created so that the stock of the counted products is reduced to zero.The counting results are then written as a single input document.It is generally used in full venue counts and in cases where there is a lot of variation.The most questioned issue in this validation method is the creation of 3 census documents.Products with positive and negative stocks in the first two documents are reset separately.The third document contains the census results.
Other Topics
Ideally, daily negative stocks would be counted in stores and corrected automatically without the need for data processing.More importantly, negative stocks are excluded from the automatic ordering process.Therefore, products with negative stock are automatically reported to the relevant parties on a weekly or daily basis.IT must monitor products in this state very carefully.
Although the quantitative valuation of counts is more of an accounting concern, it also closely affects purchasing in terms of profitability.In counting difference movements, the last purchase prices are generally used as unit prices.
It is also an important decision for the people doing the counting to count the stock numbers with or without seeing them.In some cases, stock information may be an advantage as it will show that the product may be stored in different places.On the other hand, it may be easy to enter counting quantities and cause stock quantities to be entered exactly as they are.This issue should be decided according to the situation of the people and products to be counted.