Goods quantity checking in transactions

Check the number of goods to be sure the number of goods in a transaction coincides with the actual one or to find discrepancies. You can check the quantity of the goods in the following transactions:

• Purchases → Purchase Orders, Supplier Invoices, Receivings, Purchase Returns.
• Sales → Sales Orders, Sales Invoices, Shipments, Sales Returns.
• Inventory → Internal Orders, Transfers.

You can check the quantity of the goods in a standard way or by serial number.

• Standard Quantity Checking
• Quantity checking by serial number

Standard Quantity Checking

Let’s take as an example a Receiving Quantity Checking.

1. In the Kladana workspace, select Purchases → Receivings, select Receiving in the list of transactions, and click Quantity Checking.
2. Click on the search field, and scan the barcode of an item. Enter the actual number of items in the Actual Quantity field. The results of the checking are indicated with the Overage, Lacks, Match statuses in the Status column.
3. If you have discrepancies, you can correct the number of goods in the transaction. Click Enter actual qty into Transaction, check the list of changes, and click Apply.
4. You can also click Copy Discrepancies to the clipboard to copy the list of discrepancies and paste it into a message.

Quantity checking by serial number

For goods with serial numbers, check the number of items by serial number.

1. In the Kladana workspace, select Purchases → Receivings, select Receiving in the list of transactions, and click Quantity Checking.
2. Click S/N. Check the serial number, enter the Actual Quantity, and then Close.
   
3. The actual number of items is indicated in the Actual Quantity field. The result of the checking is shown by the Overage, Lacks, Match statuses in the Status column.