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Short & Excess

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The differences found in confirmed stock checks, added up per product. Items that come up short again and again need a closer look.

Step by step

  1. Open Warehouse > Short & Excess; the page title is Short & Excess By Product.
  2. Choose a Location or All Locations at the top, and From Date and To Date for the check dates.
  3. The list shows Product, P/C, Checks (in how many checks the item had a difference), Short Qty, Short Value, Extra Qty, Extra Value and Last Check.
  4. It is sorted by Short Value, highest first. The search box finds a product by name or code.
  5. Excel and Print export the list.

Good to know

  • Only confirmed stock checks are counted, and only the items whose count was not equal to the system.
  • The values use the unit cost of each item at the time the check was submitted.
  • For the differences of one check use Stock Check > Action > Short & Excess.
  • Needs the permission Reports of the Warehouse.
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