Inventory Management
Line Checks
Everything about line checks in one place: what they are, how to enter and review them, how to search for them, and what you can undo.
Can't find what you need? Contact Cinchio:
About
Line Checks let you carry out quick stock checks on selected items during the period, so you can keep an eye on stock levels rather than waiting until period end.
Any time
Complete a line check whenever you need to during the period.
Selected items only
Focus on key or high-value products without counting all your inventory.
Reusable templates
Set up templates for the items you check most often, for one site or shared across several.
Spotting variances early makes them easier to resolve before they affect your overall stock results.
Line check states
Preparation
Open for counts
The line check has been created and counts can be entered.
Calculated
Variances calculated
The counts have been entered and variances calculated.
Completed
Period completed
The period the line check falls within has been completed.
Reporting
There are no line check reports yet. To see the results of a line check, open it in the Line Checks section.
Setting up
Ready to start?
Go to the Enter & review tab.
Enter & review
Create a line check, count your selected items and review any variances.
Before you start
Make sure any pending stock records, such as supplier orders and wastage, are completed. Otherwise the expected quantities won't be accurate.
Steps
1
Create the line check
Go to Period Management > Line Checks > Line Checks and select New Line Check. In the New Line Check window, choose a line check template from the Template list, then select Create.
The line check opens, showing these details at the top:
The user who created the line check.
When the line check was created.
Select the date and time the count physically took place.
2
Enter the counts
In the Line Check Items section, enter each product's count in the relevant Quantity columns.
Required products
Products marked as Required must have a count.
When you've finished counting, select one of:
Calculate
Declare the counts and see the results. This can't be undone.
Update Line Check
Save your progress without calculating.
3
Review the results
Once the line check is in Calculated state, each product shows:
The total count entered in the line check.
The quantity expected in stock at the Line Check Date Time.
The difference between the Expected Qty and the Total Count.
For information only
Line check variances don't adjust your stock balances.
4
Complete the line check
When you've reviewed the variances, select Complete to close the line check.
The line check is complete.
Search
Find the line checks you need using date and state filters.
Shown straight away
When you open Period Management > Line Checks > Line Checks, line checks created in the last 30 days that are in Preparation or Calculated state are already listed.
Searching
Use any of these filters in the Search panel at the top, then select Search:
Line checks with a date in the selected range. Choose which date to search by:
Line checks currently in the selected states.
What's shown
When the line check was created.
When the stock levels were checked.
When the line check moved to Calculated state.
The line check's current state.
The number of items currently in the line check.
Roll back
What you can and can't undo once a line check has moved on.
Line checks can't be rolled back
Once a line check has moved to Calculated or Completed state, it can't be rolled back.
Preparation
Still editable
Calculated
Can't be rolled back
Completed
Can't be rolled back
Check before you calculate
While a line check is in Preparation, you can still change the counts and save them with Update Line Check. Select Calculate only when you're happy with them.
Delete
Permanently remove a line check you no longer need.
You can only delete a line check if
You have delete rights
If you don't but think you should, find out how to get access.
It's in Preparation
Only line checks in Preparation state can be deleted. Calculated and Completed line checks can't be rolled back.
This can't be undone
Deleting is permanent. The line check can't be recovered.
Steps
1
Open the line check
Go to Period Management > Line Checks > Line Checks, find the line check and select Edit.
2
Delete and confirm
Within the line check, select Delete, then confirm.
The line check has been deleted.