Inventory Management
Blind Stock Counts
Keep expected stock figures out of sight until end-of-period counts are in, so counts reflect what's really on the shelf.
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About
Blind Stock Counts stops users seeing expected stock on hand figures before they enter their end-of-period stock counts.
While a stock period is in Current or Pending state, all of its stock period reports are hidden, both within the period and from the main menu. They become available once the period is Approved.
Current
Reports hidden
Pending
Reports hidden
Approved
Reports visible
Completed
Results locked
A user with the right permissions can roll an Approved period back to Pending to make corrections.
Once the period is Approved, you can review the reports. From there, either complete the period to lock all period results, or roll it back to Pending to make corrections.
Line Checks
Line Checks can still show expected stock on hand figures during a period. These are limited to the products selected in your company's configuration, and each line check record shows who declared it and when.
Ready to start?
Go to the Configuration tab.
Configuration
Blind Stock Counts is set for each site, and you can turn it on or off at any time. This means you can use it:
Permanently
As a standard control across all your sites.
Temporarily
For sites under audit, then switched off again afterwards.
Steps
1
Open the site setup page
Go to the site setup page for the relevant site and select the Inventory Management tab.
2
Enforce blind counts
Turn on Enforce Blind Stock Counts.
Stock period reports are now hidden at that site until each period is Approved. To stop using blind counts, turn the setting off again.