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Open a physical inventory count

Task
Module
Inventory
Menu path
Stok Yönetimi › Fiziksel Envanter › Stok Sayımları › Yeni Sayım (Inventory › Physical Inventory › Physical Inventories › New Count)
Screen route
/erp/inventory/counts
Required permission
erp-inventory-counts.create
Prerequisites
  • The warehouse and storage location are active; there is no open count overlapping the scope.
  • The people concerned have been informed that no movements will be posted for the products in scope during the count.

The count document is the record of the physical inventory count. As soon as it is opened, the scope is frozen, so the ledger does not change during the count.

Steps​

  1. On the Stok Yönetimi › Fiziksel Envanter › Stok Sayımları (Inventory › Physical Inventory › Physical Inventories) screen, click Yeni Sayım (New Count).
    ClickYeni SayımExpected: The Yeni Stok Sayımı (New Physical Inventory Count) window opens
  2. Select the Depo (Warehouse).
    SelectDepoValue: HAMMADDE — Hammadde Deposu
  3. To narrow the count, select a Lokasyon (Storage Location), Kategori (Category) and/or ABC sınıfı (ABC class). A field left blank means all storage locations / all products / all classes.
    SelectKategoriValue: RAF-B · Sarf Malzemeleri
  4. Enter an Açıklama (Description) and check the Donacak kapsam (Scope to be frozen) summary at the bottom.
    EnterAçıklamaValue: Kasım ayı sarf malzemesi sayımı
    New stock count dialog
    1. 1Warehouse — required
    2. 2Location — all locations if empty
    3. 3Category — includes subcategories
    4. 4ABC class — class stored on the item
    5. 5Summary of the scope to freeze
    6. 6Start Count
  5. Click Sayımı Başlat (Start Count).
    ClickSayımı BaşlatExpected: The count opens in Sayımda (Counting) status with number SAY-yyyy-nnnnnn, and the scope is frozen
Result
The count opens in Sayımda (Counting) status, and the balance lines with stock in the scope come in as count lines. Until the count is posted or cancelled, no deliveries, goods receipts, production or adjustments can be posted for these products. Next step: Enter physical inventory counts.

What you need to know​

  • Demo example: SAY-2026-000001 — HAMMADDE / RAF-B · Sarf Malzemeleri (Consumables), 7 lines.
  • The count date is the server's current date; there is no date field.
  • A category also covers its subcategories. The ABC class is the class recorded on the card; a product without a class is not included in a count by class and is not frozen.
  • If the scope overlaps: "Bu kapsamla çakışan açık bir sayım var: {no}. Aynı rafı iki sayım birden donduramaz — önce onu kaydedin ya da iptal edin." (There is an open count overlapping this scope: {no}. Two counts cannot freeze the same shelf at once — post or cancel that one first.)
  • If there are no products with stock in the scope: "'{yol}' kategorisinde stok ürünü yok — sayılacak bir şey yok." (There are no stock products in category '{yol}' — there is nothing to count.)
  • For regular counts, define a rule in Dönemsel Sayım (Cycle Count); the Sayım Aç (Open Count) button of a scope that is due opens this window pre-filled.
  • The count lines are the balances with stock at the time of opening; goods found on the shelf but not in the book are added during entry with Bulunan Ürün (Found Product).