{"id":7380,"date":"2023-05-02T13:52:13","date_gmt":"2023-05-02T11:52:13","guid":{"rendered":"https:\/\/www.sysfinpro.com\/?p=7380"},"modified":"2023-05-02T14:06:51","modified_gmt":"2023-05-02T12:06:51","slug":"kb20210827-01-sage-200-evolution-tip-trick-setting-up-and-processing-a-scheduled-inventory-count","status":"publish","type":"post","link":"https:\/\/www.sysfinpro.com\/index.php\/kb20210827-01-sage-200-evolution-tip-trick-setting-up-and-processing-a-scheduled-inventory-count\/","title":{"rendered":"KB20230504\/01: Sage 200 Evolution Tip &#038; Trick &#8211; Setup and process a Scheduled Inventory Count."},"content":{"rendered":"\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><a href=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2022\/09\/Sage-200-Evolution.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2022\/09\/Sage-200-Evolution.png\" alt=\"\" class=\"wp-image-10994\" width=\"345\" height=\"86\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2022\/09\/Sage-200-Evolution.png 1024w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2022\/09\/Sage-200-Evolution-300x75.png 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2022\/09\/Sage-200-Evolution-768x193.png 768w\" sizes=\"auto, (max-width: 345px) 100vw, 345px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-palette-color-1-color has-text-color has-medium-font-size\"><strong>Setup and process a Scheduled Inventory Count.<\/strong><\/p>\n\n\n\n<p class=\"has-palette-color-2-color has-text-color has-medium-font-size\"><strong>Step 1 &#8211; Assign responsible agent<\/strong><\/p>\n\n\n\n<p class=\"has-palette-color-2-color has-text-color has-medium-font-size\">1.1 In the company, go to Inventory | Maintenance | Inventory Defaults<\/p>\n\n\n\n<p class=\"has-palette-color-2-color has-text-color has-medium-font-size\">1.2 In the Inventory Count tab, select the relevant again that will be responsible to attend to Scheduled Inventory Counts.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><a href=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/1_waifu2x_3x_0n_compressed.jpg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/1_waifu2x_3x_0n_compressed-1024x732.jpg\" alt=\"\" class=\"wp-image-7395\" width=\"727\" height=\"520\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/1_waifu2x_3x_0n_compressed-1024x732.jpg 1024w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/1_waifu2x_3x_0n_compressed-300x214.jpg 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/1_waifu2x_3x_0n_compressed-768x549.jpg 768w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/1_waifu2x_3x_0n_compressed-1536x1098.jpg 1536w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/1_waifu2x_3x_0n_compressed.jpg 1872w\" sizes=\"auto, (max-width: 727px) 100vw, 727px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-palette-color-2-color has-text-color has-medium-font-size\"><strong>Step 2 &#8211; Create new Inventory Count<\/strong><\/p>\n\n\n\n<p class=\"has-palette-color-2-color has-text-color has-medium-font-size\">2.1 When you create a new scheduled Inventory Count, select the Scheduled option and then notice the Recurring Options tab display.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><a href=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/2_waifu2x_3x_0n_compressed.jpg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/2_waifu2x_3x_0n_compressed-1024x507.jpg\" alt=\"\" class=\"wp-image-7394\" width=\"734\" height=\"360\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-palette-color-2-color has-text-color has-medium-font-size\">2.2 In here, setup the frequency of the scheduled counts.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><a href=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/3_waifu2x_3x_0n_compressed.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/3_waifu2x_3x_0n_compressed-1024x325.png\" alt=\"\" class=\"wp-image-7393\" width=\"750\" height=\"238\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/3_waifu2x_3x_0n_compressed-1024x325.png 1024w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/3_waifu2x_3x_0n_compressed-300x95.png 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/3_waifu2x_3x_0n_compressed-768x244.png 768w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/3_waifu2x_3x_0n_compressed-1536x487.png 1536w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/3_waifu2x_3x_0n_compressed.png 1872w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-palette-color-2-color has-text-color has-medium-font-size\">2.3 When the new Inventory Count setup is saved, you\u2019ll notice it has a status of Count Due on the Inventory Count Maintenance grid.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><a href=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/4_waifu2x_3x_0n_compressed.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/4_waifu2x_3x_0n_compressed-1024x230.png\" alt=\"\" class=\"wp-image-7396\" width=\"752\" height=\"169\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/4_waifu2x_3x_0n_compressed-1024x230.png 1024w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/4_waifu2x_3x_0n_compressed-300x68.png 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/4_waifu2x_3x_0n_compressed-768x173.png 768w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/4_waifu2x_3x_0n_compressed.png 1293w\" sizes=\"auto, (max-width: 752px) 100vw, 752px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-palette-color-2-color has-text-color has-medium-font-size\"><strong>Step 3 &#8211; Activation of the Inventory Count and commencing with the count<\/strong><\/p>\n\n\n\n<p class=\"has-palette-color-2-color has-text-color has-medium-font-size\">3.1 When the agent as selected in Phase 1, step 1 above logs into the company, on the relevant date in accordance with the actual schedule setup in Phase 2. Step 2 above, he should notice the Count Due record under My Desktop | Scheduled Inventory Counts Due.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><a href=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/5_waifu2x_3x_0n_compressed.jpg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/5_waifu2x_3x_0n_compressed-1024x479.jpg\" alt=\"\" class=\"wp-image-7397\" width=\"785\" height=\"367\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/5_waifu2x_3x_0n_compressed-1024x479.jpg 1024w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/5_waifu2x_3x_0n_compressed-300x140.jpg 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/5_waifu2x_3x_0n_compressed-768x359.jpg 768w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/5_waifu2x_3x_0n_compressed-1536x719.jpg 1536w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/5_waifu2x_3x_0n_compressed.jpg 1872w\" sizes=\"auto, (max-width: 785px) 100vw, 785px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-palette-color-2-color has-text-color has-medium-font-size\">3.2 In here select the record and click the Snapshot button.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><a href=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/6_waifu2x_3x_0n_compressed.jpg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/6_waifu2x_3x_0n_compressed-1024x354.jpg\" alt=\"\" class=\"wp-image-7398\" width=\"687\" height=\"238\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/6_waifu2x_3x_0n_compressed-1024x354.jpg 1024w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/6_waifu2x_3x_0n_compressed-300x104.jpg 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/6_waifu2x_3x_0n_compressed-768x266.jpg 768w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/6_waifu2x_3x_0n_compressed-1536x531.jpg 1536w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/6_waifu2x_3x_0n_compressed.jpg 1665w\" sizes=\"auto, (max-width: 687px) 100vw, 687px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-palette-color-2-color has-text-color has-medium-font-size\">3.3 Finally, you\u2019ll notice the buttons marked below are now active and can therefore continue as normal with the Inventory Count.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><a href=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/7_waifu2x_3x_0n_compressed.jpg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2021\/08\/7_waifu2x_3x_0n_compressed-1024x182.jpg\" alt=\"\" class=\"wp-image-7399\" width=\"846\" height=\"150\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Setup and process a Scheduled Inventory Count. Step 1 &#8211; Assign responsible agent 1.1 In the company, go to Inventory | Maintenance | Inventory Defaults 1.2 In the Inventory Count tab, select the relevant again that will be responsible to attend to Scheduled Inventory Counts. Step 2 &#8211; Create new Inventory Count 2.1 When you [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"qubely_global_settings":"","qubely_interactions":"","footnotes":""},"categories":[51,56],"tags":[],"class_list":["post-7380","post","type-post","status-publish","format-standard","hentry","category-erp","category-200evo"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6}},"qubely_featured_image_url":null,"qubely_author":{"display_name":"Administrator","author_link":"https:\/\/www.sysfinpro.com\/index.php\/author\/administrator\/"},"qubely_comment":0,"qubely_category":"<a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/\" rel=\"category tag\">ERP<\/a> <a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/200evo\/\" rel=\"category tag\">Sage 200 Evolution<\/a>","qubely_excerpt":"Setup and process a Scheduled Inventory Count. Step 1 &#8211; Assign responsible agent 1.1 In the company, go to Inventory | Maintenance | Inventory Defaults 1.2 In the Inventory Count tab, select the relevant again that will be responsible to attend to Scheduled Inventory Counts. Step 2 &#8211; Create new Inventory Count 2.1 When you&hellip;","featured_image_urls_v2":{"full":"","thumbnail":"","medium":"","medium_large":"","large":"","1536x1536":"","2048x2048":"","qubely_landscape":"","qubely_portrait":"","qubely_thumbnail":""},"post_excerpt_stackable_v2":"<p>Setup and process a Scheduled Inventory Count. Step 1 &#8211; Assign responsible agent 1.1 In the company, go to Inventory | Maintenance | Inventory Defaults 1.2 In the Inventory Count tab, select the relevant again that will be responsible to attend to Scheduled Inventory Counts. Step 2 &#8211; Create new Inventory Count 2.1 When you create a new scheduled Inventory Count, select the Scheduled option and then notice the Recurring Options tab display. 2.2 In here, setup the frequency of the scheduled counts. 2.3 When the new Inventory Count setup is saved, you\u2019ll notice it has a status of Count&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/\" rel=\"category tag\">ERP<\/a>, <a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/200evo\/\" rel=\"category tag\">Sage 200 Evolution<\/a>","author_info_v2":{"name":"Administrator","url":"https:\/\/www.sysfinpro.com\/index.php\/author\/administrator\/"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>KB20230504\/01: Sage 200 Evolution Tip &amp; Trick - Setup and process a Scheduled Inventory Count. - SysFinPro (Pty) Ltd.<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sysfinpro.com\/index.php\/kb20210827-01-sage-200-evolution-tip-trick-setting-up-and-processing-a-scheduled-inventory-count\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"KB20230504\/01: Sage 200 Evolution Tip &amp; Trick - Setup and process a Scheduled Inventory Count. - SysFinPro (Pty) Ltd.\" \/>\n<meta property=\"og:description\" content=\"Setup and process a Scheduled Inventory Count. Step 1 &#8211; Assign responsible agent 1.1 In the company, go to Inventory | Maintenance | Inventory Defaults 1.2 In the Inventory Count tab, select the relevant again that will be responsible to attend to Scheduled Inventory Counts. Step 2 &#8211; Create new Inventory Count 2.1 When you [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sysfinpro.com\/index.php\/kb20210827-01-sage-200-evolution-tip-trick-setting-up-and-processing-a-scheduled-inventory-count\/\" \/>\n<meta property=\"og:site_name\" content=\"SysFinPro (Pty) Ltd.\" \/>\n<meta property=\"article:published_time\" content=\"2023-05-02T11:52:13+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-05-02T12:06:51+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2022\/09\/Sage-200-Evolution.png\" \/>\n<meta name=\"author\" content=\"Administrator\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Administrator\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20210827-01-sage-200-evolution-tip-trick-setting-up-and-processing-a-scheduled-inventory-count\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20210827-01-sage-200-evolution-tip-trick-setting-up-and-processing-a-scheduled-inventory-count\/\"},\"author\":{\"name\":\"Administrator\",\"@id\":\"https:\/\/www.sysfinpro.com\/#\/schema\/person\/e9c355b643a3a901895d620d4bff39b3\"},\"headline\":\"KB20230504\/01: Sage 200 Evolution Tip &#038; 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