Use OnTime to complete an Inventory Stocktake

Overview:

Learn how to use OnTime to complete a stock for a basic warehouse

Why use OnTime to complete a stocktake?

With OnTime, you can simplify stocktaking by using your mobile devices to do the stocktake function, which avoids paper sheets and reduces mistakes.

How to set up a stocktake in Wiise ERP desktop?

Complete the steps to create a new physical inventory order on Wiise ERP desktop.
Then, complete steps 1 to 3 to set up physical order recording on Wiise ERP desktop.

Note: We are using a location-enabled for Require Put-away, Require Pick, and Bin Mandatory.

Note: This action creates the Stocktake process in the To-do list on the OnTime app. The total number of tasks that appear in the Stocktake task matches back to Wiise ERP desktop.

How to use OnTime to complete a stocktake?

Select the Stocktake process in OnTime.

Note: You can find Stocktake on the Home page and Functions page.
Select the related task based on the description.

Note: The related task indicates how many recording bins there are to complete the stocktake.
You can assign yourself the stocktake task. Select the + plus sign on the top right-hand corner of the page.
Select a bin to complete the stocktake.
Count the items in the bin and update the number by selecting the + or – buttons to increase or decrease the count or tap the screen to enter the total count.
Select Confirm when you’ve completed your stocktake count.

Note: The completed stocktake tasks are updated in green colour disappear from your To do list and appear in the Completed list.

Note: You can unassign yourself from the stocktake task, which then is made visible to all warehouse workers. Someone else can take over from you to complete the stocktake on the OnTime app.
Select Save to update Wiise ERP desktop.
A message displays that saving the physical inventory recording task was a success. Select OK to continue.
You’ve completed the stocktake process on the OnTime app.

Note: When the warehouse worker completes the stocktake process on OnTime, the physical inventory order in the Wiise ERP desktop is reviewed and updated by the Warehouse Manager as a Finished status. The order can then be posted.

What's next?

Find out how to use search and filter with OnTime.

Need more help?

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