Datalinx Dynamic Stock Take enables true perpetual inventory, removing the need to close all or part of a warehouse during “stock taking”.

With lead times from order to customer delivery becoming ever shorter, todays business must be able to continue to trade whilst essential warehouse tasks are carried out.

Datalinx brings the processes of a large software system to the Sage 200 arena and the Dynamic Stock Take module is rich in practical and cost saving functionality including;

  • Custom stock take ards
  • Detailed time and date stamped audit trail
  • Batch and serial number tracked products
  • Blind counts
  • Reporting count errors
  • Learned custom cards

Project Accounting

The Datalinx Warehouse Manager Project Accounting module allows hand held scanners to manage stock picks, issues and returns efficiently, allowing stock to be issued and costed to projects. As is standard with all Datalinx systems, the data input is confirmed in real-time via the wireless network directly into Sage 200.

Functionality

The Project Accounting module is accessed through screens on the hand held barcode scanners. System integration follows standard Datalinx practice with real time updates via the wireless network directly into Sage 200.

Datalinx Project Accounting records and tracks :

  • Issue of free stock to a project and project item
  • Issue of pre-allocated stock to a project
  • Return of items from a project into stock

Stock issues to a project may be from either free stock or allocated stock.

The stock movement/audit trail includes employee and records transaction date and time.

 

Project Specific Transactions

When free stock is issued to a project, all movements and quantity changes are recorded by scanning product barcodes with standard Datalinx hand held devices. The resulting inventory and project details are updated into Sage at the time of the transaction with no delay or additional paperwork required.

Stock returns are recorded via the hand held barcode scanners and Sage is updated in real time. This enables stock to immediately become accessible for issue and use in alternate projects.

Where configured within Sage 200 product records, all transactions for products that are set to be serial and batch tracked will follow Sage rules. Transaction details and traceability information are updated into Sage in real time and are automatically recorded against the nominated project and Sage listed stock availability.

Batch and Serial Tracked Products

When batch or serial tracked products are required, these can be picked by hand helds which will guide the picker to specific bins following standard Sage rules.

Details of items receipted into stock on a purchase order against a specific project are automatically updated into Sage 200.Cost postings will follow the settings on the original purchase order.

Field names on the handsets can be tailored to reflect individual warehouse terminology.

As is standard when processing an issue or return, Datalinx Project Accounting functionality will request confirmation of:

  • Stock item
  • Pick bin/put away bin
  • Project code
  • Project item
  • Stock quantity
  • Any relevant traceable item information

Dynamic:

Dynamic Stock Take enables true perpetual inventory, and stock taking to take place with minimal disruption. No longer is it necessary to freeze all movements for a day or days.

A ‘snapshot’ of stock is only taken at the moment in time that a ‘bin location’ is counted, allowing other warehouse operations to continue unimpeded. Effectively movements to and from the specific bin are frozen for the few moments that the bin is counted. This functionality also allows multiple users to work effectively together to count stock on the same card without duplicating counts.

In a continuation of standard Warehouse Manager 200 functionality , activities in progress on the hand held utilise ‘traffic light’ colours, showing product, not counted, in progress and counted.

Audit

Dynamic Stock Taking provides the ability to print both the card and hard copies of the full audit trail, functionality that is not available within Sage 200.

The business now has information such as:

  • Who created the card
  • Who adjusted stock levels in Sage
  • Who checked the stock
  • Who posted the stock count
  • Which warehouse user counted the stock
  • Details of the cards created (bin,item,product group)
  • Time stamps

Custom Stock Take Cards

By utilising Sage reports customer stock count cards can be created across an extensive set of criteria and product groups, including, but not limited to: problem areas within the warehouse, product trends, season lines and bin locations.

Sample cards could be based on:

  • Highest value items
  • 10 fasted moving lines
  • Batch and serial number items
  • By warehouse aisle
  • Items sold within a set period
  • Batch items older than 6 months

Typically cards are based on:

Bin: Allows the user to select which bins to count.

Product: Allows the user to choose specific products to be counted.

Product Group: Allows the groups defined in Sage to be selected to become the range for the card.


Audit:

Dynamic Stock Taking provides the ability to print both the card and hard copies of the full audit trail, a functionality that is not available within Sage 200.

The business now has information such as:

  • Who created the card
  • Who adjusted stock levels in Sage
  • Who checked the stock
  • Who posted the Stock count
  • Which warehouse user counted the stock
  • Details of the cards created (bin, item, product group)
  • Time stamps

Typically cards are based on:

  • Bin – Allows the user to select which bins to count
  • Product – Allows the user to choose specific products to be counted
  • Product Group – Allows the groups defined in Sage to be selected to become the range for the card

Custom Stock Take Cards:

By utilising a business’s Sage reports custom stock count cards can be created across an extensive set of criteria and product groups, including, but not limited to: problem areas within the warehouse, trending products, season lines, and bin locations.

Sample cards could be based on:

  • Highest value items
  • 10 fastest moving lines
  • Batch and serial number items
  • By warehouse aisle
  • Items sold within a set period
  • Batch items older than 6 months

Batch and Serial Number Counts:

Batch and serial numbers are counted via scans, and this can be reviewed in Sage prior to posting.

Write on / off of specific batch / serial number is done by the stock taking module, rather than manually managed in Sage or the oldest batch written off.


Blind Count:

The stock count on the scanners is a guided count based on the ‘ranges’ set when the card was created. The user is never told the expected quantity, only the products and batches that require counting.


Card Check:

Dynamic Stock Taking has been designed to provide a series of checks through the count to ensure it is carried out correctly.

As each card must be manually closed after all the bins have been counted, this allows for new bins to be counted if stock has been found in the wrong location.

Finally when then user closes the card, if it has not been completed they are advised the number of incomplete counts and bins not counted.


Learned Custom Cards:

New cards can be created based on selections from existing cards and allows users to copy a current card and then edit the range of items. Which is beneficial where problem items may have been found or if a recount is required of selected items from a previous stock take card.


Reporting Count Errors:

The Warehouse Manager 200 screens within Sage 200 will report any errors found when posting the completed stock take card, providing the option to review or request re-counts before adjusting available figures.