How to Setup Stock Count in Sage Enterprise Management

By | August 4, 2018

Stock count is a process of counting inventory on a periodic basis throughout the year. It is the physical verification of the quantities and condition of items held in an inventory or warehouse. This may be done to provide an audit of existing stock. It is also the source of stock discrepancy information.

Stock-taking may be performed as an intensive annual, end of fiscal year, procedure or may be done continuously by means of a cycle count.

Periodic counting is usually undertaken for regular, inexpensive items. The term “periodic” may refer to annual stock count. However, “periodic” may also refer to half-yearly, seasonal, quarterly, monthly, bi-monthly or daily. For expensive items a shorter period of stock-taking is preferred.

If a company uses cycle counting, the warehouse staff counts the inventory in the warehouse and matches its count information against the records in the ERP system. If there are errors, the warehouse staff corrects them, and also investigates the underlying reasons why the errors occurred.

The Sage Enterprise Management functionality take cares of the Stock Counting. Today we are going to check the functionality of Stock Count in Sage Enterprise Management.


  • Inventory module must be present
  • Common data module must be present
  • At least one site with stock management must be defined
  • At least one product with inventory management must be present
  • At least one Count Entry Transaction must be present

Basic configuration setup and steps for Stock Count in Sage Enterprise Management

  1. Product-Site Master
  2. Inventory counts – Physical count calculation.
  3. Stock to Count
  4. Inventory Sessions
  5. Counts
  6. Check the Fields under Product-Site Function
  7. Financial Impact

Product-Site Master 

The inventory count mode is defined at the level of the product-site record.

  • Cycle Count – Plan counts based on the ABC Class of the product and the values defined for the Inventory Parameters with respect to count frequency.
  • Annual Count – Perform counts once per year.

stock count sage x3

Path: – Inventory > Counts > Physical count calculation

Select the site you want to calculate and use the Search button.

Inventory counts sage x3


Number of days between two stock counts: 90 days
Number of products in Class A: 100
Number of counts per product: (365/90)+1 = 5.056 rounded to 5 counts per product
Number of annual counts: 100*5 = 500 counts per year for the Class A products.

  • Select the site
  • Press Search

Stock To Count

Path: – Inventory > Counts > Stock to Count

  • Site :- Na012
  • Count date: – current date
  • Count mode:- Cycle count
  • Set Product range:- BMS086 to BMS087
  • Press:- Search Button

Stock to count sage x3

  • Based on the Inputs system will show the result:-
  • Like Last count date.
  • Next Court date.

stock count sage x3
Inventory Sessions

  • Create a new Inventory Session and do the setting as per below image for Parameters TAB
  • In my Case, we are doing Count Product-Wise hence I have selected Product in the Stock Count type.

stock count session

Inventory Sessions

Under Selection TAB select the product range. sage x3 inventory

List TAB: – Based on the input the list will get generate under list TAB and accordingly the Status will get changed from “In Creation” to “To be counted”.

Stock to count

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