To remove stock from the Missing (M) location using Aria’s Shelf Count process:
- From the POS module, select the Stock Control button from the top navigation bar.
2. The Stock Control menu will open. Select the Count heading to expand it, then click Items Not Counted.
3. The Reports window will open. Set the parameters for the count as described in the table, below, then click OK to generate the report.
Option | Description |
Create Inventory Count Report | Select this option if you would like a list of the items and quantities that were added to the batch to display. |
Create a Batch | Select this checkbox. |
Item Type to Include | Use the dropdown to select All items, or filter only Serialized or Non-Serialized product. |
Locations to Include | The Shelf Count Batch can be set up to pull stock for any of the inventory locations that are not temporary holding locations. |
Missing Location | Set to Remove from System. NOTE: You may have to scroll to the top of the list to see this option. |
Set Count to Original Quantities | Select this option so the system will add the serials found in the count location (or leave unchecked to manually add the serials). |
4. The Batch report will appear. This report can be saved for later reference or closed. Next, the shelf count batch needs to be opened to address any changes that are needed prior to updating.
5. Navigate back to the POS module and click the Stock Control button from the top navigation bar.
6. The Stock Control menu will open. Select the Count heading to expand it, then click Open.
7. Select the batch that was just created from the top of the list, then click OK.
8. The Batch screen will open:
- Remove Items from Batch: If there are items on the batch that you do not want to remove from inventory, select them, then click the Delete icon at the bottom of the screen. This will remove these items from the batch.
- Remove Serials from Batch: If there are serials under an item that you do not want to remove from inventory, select the applicable item(s), then click the Serial Number button at the bottom of the screen. This will allow you to view all the serials for that item and mark them as “Found” if they should not be removed from the item when the batch is updated.
9. Once all adjustments have been made to the batch, select the Reports icon at the bottom of the screen, then select Unverified Report.
10. A report will appear listing all the serials that will be removed from inventory that can be saved as a reference. Verify they are all correct, then close the report.
11. A prompt will open asking if you’d like to mark all unverified serials as missing – click OK to proceed (or Cancel if they are not correct – then, make any required adjustments and run the report again).
12. The “Count” column on the batch report will update to reflect the required adjustments.
13. Click the Update button at the bottom of the screen to complete the stock removal.
14. You will be prompted to confirm if you’d like to update inventory quantities – click OK.
15. A Shelf Count Shrinkage/Overage report will display, outlining the changes made to the location counted that can be saved, printed or closed, as applicable.