2.3 Stocktaking

You can search for devices for which stocktaking has not been completed by registering information about the devices for which stocktaking has been completed and the stocktaking date. This reduces the complexity of stocktaking jobs because you can check job progress and prevent items from being overlooked. If it exists, you can also use actual stocktaking data obtained using a device such as a bar-code reader to register such devices.

To search for devices for which stocktaking has not been completed, use the Totals of Stocktaking-Unexecuted Devices window. The number of devices for which stocktaking has not yet been completed from the stocktaking start date can be confirmed in the Totals of Stocktaking-Unexecuted Devices window.

You can easily register the actual stocktaking data into the asset management database by reading it with a bar-code reader or saving existing data in a ledger in CSV format.

The following figure shows by way of example the procedure for a stocktaking job when a bar-code reader is used.

Figure 2‒4: Procedure for stocktaking job

1. Use a bar-code reader to read the asset number of each device.

2. Create a CSV file from the obtained data.

   To manage the allocation of asset numbers for each device, specify the asset number and the stocktaking date in the CSV file that contains the actual stocktaking data. You can omit the stocktaking date, but make sure that the asset number is specified.

   For details about the format of the CSV file for actual stocktaking data, see 14.1.7 Registering actual stocktaking data (Confirm Stocktaking Device).

3. Register the CSV file containing the actual stocktaking data into the asset management database.

   You can register the actual stocktaking data by specifying its file from a window. For details about registering the actual stocktaking data, see 14.1.7 Registering actual stocktaking data (Confirm Stocktaking Device).

4. In the Totals of Stocktaking-Unexecuted Devices window, search for devices for which stocktaking has not been performed.

   Specify Stocktaking start date and Totals by to search for the devices for which stocktaking has not been performed. For Totals by, you can select Group name or Location.

   For details about using the Totals of Stocktaking-Unexecuted Devices window, see 14.1.6 Checking the number of devices that require stocktaking (Totals of Stocktaking-Unexecuted Devices).

5. Instruct the user in charge of stocktaking to inventory the devices that were not counted.

   The search results for missing devices is useful for issuing instructions because it is provided for each group or location, making it easy to identify groups or locations that have not been included in stocktaking.

   You can also use the search results to view details about each device's users and group. You can also output the search results to a CSV file.

Repeat steps 1 to 5 of the stocktaking job until stocktaking is completed for all devices.

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