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Recount item

(RTC-34238)

Items in an active stocktaking can be marked for recount, by clicking the three dots on the item line and selecting Recount item. Multiple lines can be selected at the same time.

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The user will be asked if the selected items should be added to an existing recount group, or if they wish to create a new recount group.

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When items have been added to a recount group, the items will have a recount symbol in the stocktaking, and the name of the recount group is filled out.
The Recount column can be filtered on Awaiting recount and Recounted. The Recount group column can be filtered on the recount group names.

When the item as awaiting recount, the recount symbol is blue. When the quantity has been manually edited, or the item has been manually sett to Recounted, the symbol will be grey. 

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The item can manually be set to Recounted, or the recount can be removed by selecting Do not recount.

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The items marked for recount can be exported to Excel for recounting in the store.

Info

Note: If the recounted items are added to the stocktaking automatically from a regular count list, the recounted quantity will be added to the previously existing counted quantity. The recount symbol will not be updated.
If the recounted value should replace the previously counted value, the recounted quantity must be added manually to the items in the stocktaking by editing the item. This will update the recount symbol to grey.

Improvements

AreaDescription
Item transactions

Prices are retrieved when importing (RTC-37252)

The net price and weighted cost price is retrieved from the system if they are not present in the transaction import.

Import of external reference (RTC-36379)

In some of the Inventory file imports, an External reference (number) can be sent on line level. 
This is supported in the following transaction imports: Stock adjustment, Breakage, Return to supplier.
The External Reference can be seen in the Transactions view in the External reference column, and in the Stock status view for the item.

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Changes for virtual stocks are exported each minute as Inventory.VirtualStockStatus.Export event. The stock for each item in this event is the aggregated stock from all stores that are belonging to the same virtual stock location. More about this event can be found in the export part of the Inventory Service swagger.

Improvements

AreaDescription
Item transactions

Complaints (RTC-36322)

When a return transaction with damage flag equals to True, a sale transaction with positive quantity and a complaint transaction is created for this return transaction. There is no change in the item's stock.

Stocktaking

Stocktaking results grid (RTC-35995)

  • The "Kept in stock" column is renamed to "Track stock level", and displays whether item has stock change tracking enabled.
  • The "Out of scope" column is hidden by default.


Stock and waste reports (RTC-36081)

The stock and waste reports can be created for completed stocktakings from the stocktaking results view. The stock report includes all results with positive counted quantity, and the waste report includes all results with deviation in value.

Delete stocktaking (RTC-36346)

Only stocktaking with status 'Active' can be deleted.

Default store selection for a count group (RTC-35946)

When the user has access only to one store, team or profile, it is selected by default for corresponding store level option while creating or editing a count group.

Selecting count lists (RTC-36467)

Selecting one or multiple count lists in the grid activates the "Activate selected" button.

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  • Item has some stock, but for some reasons weighted cost price was equal to 0;
  • Stock quantity was negative;
  • Item did not have stock in given store yet.

Improvements

ModuleDescription
Item transaction

Reason/action codes and language changes (RTC-30933)

Reason code field is displayed above action code in the new transaction modal.
Reason and action code fields are automatically prefilled, if there is only one code active or existing code.
Small improvements in Swedish translations.

Stock status

Minor improvements to the Status tab in Stock details view: (RTC-30737)

  • Donut chart - available part on the chart is thicker than the other parts and value in the middle of the chart is adjusted
  • Displaying numbers - decimals in the table and on the chart are displayed in the same way
  • Size picker in the breadcrumb is no longer cut
  • Pickers for items with no size/color available - removed size/color grid and dropdowns for non-model items
Transactions logs

View item transactions per item (RTC-31429)

Stock balance and sales transactions are shown in view for transactions per item, also when using filter panel.


View transaction log (RTC-31429)

Imported stock balance and sales are not available in filter panel for transaction log.

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In User Management there are permissions for "View transaction" and "Manage transaction" per item transaction type. Permissions are assigned to roles on store level.

Improvements

ModuleDescription
Stock transactions

Fix: Show store number and name (RTC-30944)

  • When an item has stock in only one store, then a store label with proper store's name and number is displayed;
  • For store users - store label with proper store's name and number is displayed.

Supplier number is displayed in both Transaction log and Stock status views - grids were displaying wrong value from database (OrganizationNumber instead of ExternalSupplierNo).

System

ItemService integration (RTC-31163)

When InventoryService was receiving ItemChanges event with ItemReceiptText longer than 50 characters, then item merger was failing with conflicts in data model. Change in ItemReceiptText length from 50 to 255 resolves that problem.

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