Business NXT documentation

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Logistics
Business NXT is specially developed for companies with high demands on inventory and logistics management. The broad and advanced functionality facilitates the work of optimising logistics flows.
Order processes
Stock adjustment process
The stock adjustment process is used to correct the inventory internally.
Stock count
Stock count is used to update the stock balances in relation to the result of the counting, and you can perform it on stock balance level, shipment level and location level.

Logistics
Business NXT is specially developed for companies with high demands on inventory and logistics management. The broad and advanced functionality facilitates the work of optimising logistics flows.
- Base data
  The tables in this section include base data that applies to products.
- Products
  Product information in Business NXT is divided into a number of tables.
- Warehouse
  This section deals with the various tables, layouts and processes that affect the warehouse.
- Purchase estimates
  The purchase estimate process is described in the Order processes section.
- Order processes
  - Sales order process
  - Purchase estimate process
    Purchase estimates can be generated from the Stock balance table with different ordering methods depending on product sales pattern. The purchase estimates are generated by printing the Purchase estimate report.
  - Purchase order process
  - Order match
    In Business NXT you can use the order match function to update purchase orders with incoming invoices from AutoInvoice. This ensures that the values in logistics and accounting are updated at the same time and with correct value.
  - Production order process
    A production order is an internal order that will produce a stock keeping product based on a structure of components, raw materials.
  - Allocated order process
    You can generate purchase orders and production orders on the basis of sales orders. You have access to the processing both from the sales order and from the sales order lines.
  - Stock adjustment process
    The stock adjustment process is used to correct the inventory internally.
    - Stock correction
      You can perform corrections of the stock, using a dedicated correction order.
    - Stock transfer
      You can transfer the stock between different warehouses within your company, using a dedicated stock transfer order.
    - Stock count
      Stock count is used to update the stock balances in relation to the result of the counting, and you can perform it on stock balance level, shipment level and location level.
  - General settings in the print dialog
  - Creating and sending documents
    When you have selected order documents and click Send, you can make settings for the documents in the Create and send documents dialog before sending.
- Orders
  Business NXT provides a variety of functionalities to ensure efficient handling of orders.
- Statistics
  The following tables and processes are related to statistics.

Stock count

Stock count is used to update the stock balances in relation to the result of the counting, and you can perform it on stock balance level, shipment level and location level.

The products must exist in the Stock balance table for the warehouse in question before performing stock count. See also: Create stock balance

It is recommended to run the Regenerate stock balance processing before performing the stock count. See also: Regenerate stock balance

You add the counted quantity in the Counted quantity field. This is compared to the value in Countable quantity, which is the quantity that is physically countable. During stock count it's not possible to reserve, pick or finish an order line for the actual shipment.

Note:

If a message is displayed, stating that the stock balance cannot be reduced due to reservations, you must highlight the products (rows) indicated by the message. Then select Withdraw reservations in the Processing menu. The stock balance rows will now be highlighted as though they were subject to stocktaking until Business NXT can correct the stock balance to Counted quantity.

Starting the processing

Open the stock count layout.
- For stock count on Stock balance level, select the Product list tab.
- For stock count on Shipment level, select the Shipment list tab.
Select the products/shipment numbers you want to update and select the Transfer to stock count processing. Now it is not possible to reserve, pick or finish an order line for the actual shipment.
Open the Ready for stock take tab.
- To see all products with Stock balance status ready for stock take, select the sub-tab Product.
- To see all shipment numbers with Stock balance status ready for stock take, select the sub-tab Shipments.
Update the counted value in the Counted quantity field and save.
Finish by selecting the products/shipment numbers and select the Correct stock balances processing. The stock balances are updated according to the information that you have entered.

Stock take based on locations

If Stock take based on locations is set in Reservation processing in the Company information table, the stock count must be performed in the Item location table, and completed in the same way as for stock balances. See also: Transfer to stock count