Edit StoresFlow with manual controls

Prepare a high-priority default for count review without changing any stock quantity.

For authors

Prepare a high-priority default for count review without changing any stock quantity.

Read these instructions on any device. Watch or practise a chapter on a desktop or laptop, with a desktop or mobile application layout. Demonstrations use sample data and simulated scanners.

Edit StoresFlow with manual controls

  1. Load the current StoresFlow draft

    Load the current StoresFlow draft

    Read the current draft and its independent examples before editing.

  2. Choose a default outcome

    Choose a default outcome

    Select the source-owned default-outcome controls.

  3. Choose the count stage

    Choose the count stage

    Select count review. Receiving, put-away and allocation remain separate stages.

  4. Read the first approved-resource page

    Read the first approved-resource page

    Use the current first resource page when loading the controls. The source still validates every selected value.

  5. Load the current count controls

    Load the current count controls

    Read the current source controls before preparing the change.

  6. Choose the setting to change

    Choose the setting to change

    Select count default from the current source choices.

  7. Enter the agreed value

    Enter the agreed value

    Prepare a high-priority default for count review without changing any stock quantity.

  8. Prepare the complete draft change

    Prepare the complete draft change

    Prepare the proposed values for this exact source revision. This has not changed the live configuration.

  9. Transfer the prepared change

    Transfer the prepared change

    Transfer the complete change privately to StoresFlow. Transfer alone does not save or approve it.

  10. Confirm the complete change

    Confirm the complete change

    Check the complete change and confirm that you intend to save it.

  11. Save the draft revision

    Save the draft revision

    Save the proposed draft. Independent expected results, complete checks and separate review are still required.

Watch or practise this chapter

The new draft is saved. It has not been activated. Enter independent expected results, run the complete checks and obtain a separate review.

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