====================================================== Quantity Check ====================================================== Quantity Check - Stand Alone Process ==================================== For standalone QC, login as a `Quantity User`. The user `shyamchandar@wedtree.com` is used for demonstration purposes. To access the Quantity Check, go to :menuselection:`Inventory --> Operations --> Adjustments --> Quantity Check`. The `Tree View` of Quantity Checks will open as shown below. Click on the `New` button. .. image:: image/tree_view_qc_standalone.png The `Form View` for creating a Quantity Checks will appear as shown below. Fill in all mandatory fields in the form view. Enter the 'Location' detail, select the process type as `Stand Alone`. Scan the products under `Lines` one by one and then click the `Save` button. It is now in `Draft` state. .. image:: image/form_view_qc_standalone.png Click `Submit`, it goes to `Submitted` state. .. image:: image/submitted_state.png Log in as `Quantity Manager`, The manager `rajiv@wedtree.com` is used. Open the relevant submitted QC. Click Fetch Stock, the stock tab shows all stocks in that location. .. image:: image/fetch_stock.png .. image:: image/stocks_after_fetchstock.png If everything is correct, click `Apply` and it goes to `Done` state. .. image:: image/apply_state.png .. image:: image/done_state.png If Manager finds anything wrong, click on `Reset`. .. image:: image/reset_state.png It goes again to `Draft` state. .. image:: image/after_reset.png Demo Video =========== .. video:: video/qc_standalone.mp4 :width: 650 :align: left Quantity Checks - Batch Process ================================ Login as a `Quantity Manager`. The user `purchase@prashantisarees.com` is used for demonstration purposes. Go to :menuselection:`Inventory --> Operations --> Adjustments --> Quantity Check`. The `Tree View` of Quantity Checks will open as shown below. Click on the `New` button. .. image:: image/qc_list_view_new_mgr.png The `Form View` for creating a Quantity Checks will appear as shown below. .. image:: image/qc_form_view_mgr.png Fill in all mandatory fields in the form view. Enter the `Location` detail, select the process type as `Is Batch`. Click the `Save` button. .. image:: image/qc_form_view_save_mgr.png Click on `Open Batch` button. .. image:: image/qc_click_open_batch_mgr.png The status would change from `Draft` to `Batch Open`. .. image:: image/qc_draft_to_open_mgr.png Login as a `Quantity User`. The user `shyamchandar@wedtree.com` is used for demonstration purposes. Go to :menuselection:`Inventory --> Operations --> Adjustments --> Quantity Check`. The `Tree View` of Quantity Checks will open as shown below. Click on the `New` button. .. image:: image/qc_list_view_new_user.png The `Form View` for creating a Quantity Checks will appear as shown below. Fill in all mandatory fields in the form view. Enter the `Location` detail, select the process type as `In Batch` then select the `Batch QC` and click `Add a Line`. Enter the `Lot/Serial Number`, then click the `Save` button. .. image:: image/qc_form_view_save_user.png Click on `Submit` button. .. image:: image/qc_form_view_submit_user.png The status would change from `Draft` to `Submitted`. .. image:: image/qc_form_view_submitted_user.png After submitting the batch, log in as the `Quantity Manager`, `rajiv@wedtree.com` is used for demonstration, and open the relevant record. .. image:: image/qc_after_submitted_record.png Click the `Fetch Stock` button. .. image:: image/qc_fetch_stock.png Once stock is fetched, the `Counted Quantity` will be updated on the `Stocks` page. .. image:: image/qc_stocks_fetched.png If the batch quantity is within the allowed limit, click the `Apply` button. After `Apply` it goes to `Done` state. .. image:: image/qc_stock_apply.png If the batch quantity exceeds the allowed limit, click the `Schedule` button. .. image:: image/qc_stock_schedule.png After scheduling, the batch status changed from `Submitted` to `Scheduled`. .. image:: image/qc_scheduled.png Demo Video for Batch Process ============================ .. video:: video/qc_batch.mp4 :width: 650 :align: left After clicking `Schedule` button, go to `Settings` in `Developer Mode`. .. image:: image/settings_menu.png Go to `Scheduled Action` .. image:: image/scheduled_action.png Select `Scheduled Action` for `Prashanti` .. image:: image/scheduled_action_for_prashanti.png For lesser stock, select `Run Quantity Checks Scheduled` and for larger stocks select `Run Quantity Checks Scheduled - Phase Wise` .. image:: image/run_manually.png After this, QC goes to `Done` state. .. image:: image/schedule_done_state.png