Count-n-Control

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View Menu

Period Summary

The Period Summary View shows a list of all periods associated with the site along with a summary of key indicators including Sales, Cost of Goods Sold and Gross Profit.

Period Summary

Stock Usage, Qty

The Stock Usage Details, Quantity View shows the quantity of each Stock Item used within a selected period. The period can be selected by choosing from the “Period Ending” drop down list.

This View can be exported to a spreadsheet by clicking on the SpreadSheet icon at the top of the page.

CnC Usage Qty

Stock Usage, Value

The Stock Usage Details, Value View shows the value of each Stock Item used within a selected period. The period can be selected by choosing from the “Period Ending” drop down list.

This View can be exported to a spreadsheet by clicking on the SpreadSheet icon at the top of the page.

This View can be exported to a spreadsheet by clicking on the SpreadSheet icon at the top of the page.

CnC Usage Value

Count Sheets

The Count Sheets View is indended to be exported to a SpreadSheet, then printed and used to record stocktake counts.

This View can be exported to a spreadsheet by clicking on the SpreadSheet icon at the top of the page.

CnC Count Sheets

Stock Item List

The Stock Item List is a list of all Stock Items. It is ideal for exporting to a SpreadSheet for adhoc reporting.

This View can be exported to a spreadsheet by clicking on the SpreadSheet icon at the top of the page.

CnC Stock Item List


Edit Menu

Stock

The Edit Stock Item page is used to add, update and delete Stock Items. Stock Items are associated with Categories, Suppliers and Units.

The “Supplier Code” field is used to record the code that the Supplier uses to identify the Stock Item. The Supplier Code enables fast acurate entry of purchase details.

The Cost field is used to record the cost per Unit. The Cost value is updated as purchases are entered to ensure that stock is accurately costed.

CnC Edit Stock Item

Suppliers

The Edit Suppliers page is used to add, update and delete Suppliers.

CnC Edit Supplier

Categories

The Edit Categories page is used to add, update and delete Categories.

CnC Edit Category

Units

The Edit Units page is used to add, update and delete Units of Measure.

CnC Edit Unit

Period

The Edit Period page is used to add, update and delete Periods. Periods represent an operational duration with which sales, transactions and stock counts are assocated.

CnC Edit Period


Process Menu

Record Transactions

The Record Transactions Page is used to enter details of stock transactions. Stock Transactions include any movement of stock in or out of the Site, including:

  • Purchases (invoices)
  • Credits (credit notes)
  • Transfers In or Out of the Site
  • Adjustments Up or Down

Transactions are assocated with the current open period. Transactions that occur in previous finalised periods cannot be changed.

Stock Item costs are updated automatically as Stock Transactions occur. This ensures that the Stock Item cost reflects the current price.

CnC Process Transaction

Record Sales

The Record Sales page is used to record the value of sales within the period. Sales are assocated with the current open period. Sales that occur in previous finalised periods cannot be changed.

Process Sales

Enter Stock Count

The Stock Count is intended for recording the amount of stock at the end of the current open period.

Closing values are recorded and automatically saved as they are entered. There is no need to save them.

Process Stock Count

Roll Period

The Roll Period page is used to finalise the current period and prepare the system for the next period. This process includes the transfer of closing stock details of the current period to the opening stock details of the next period.

Periods are identified by the date at the end of the period. Count-n-Control allows users to select the end date of the period to suit any business cycle.

Process Roll Period

Import Data

The Import Data function allows you to populate the following components:

  • Stock Items
  • Suppliers
  • Categories
  • Units

A file with predefined fields in CSV format(Comma Separated Values) is required. An example is provided on the Import page.

There are 2 modes for Importing Data:

  • Append – Adds data to the existing content. If Stock Items already exists, they are ignored and not imported. If Suppliers, Categories or Units exist, new values are not created and new Stock Items are associated with the existing values.
  • Delete & Reload – All existing Stock Items, Suppliers, Categories and Units are deleted and the new values loaded. This is a destructive process and cannot be reversed.


General Functionality

Export to Spreadsheet

The Export to Spreadsheet icon exports the current grid to a spreadsheet that supports the “XLS” format.

Date Format

The date format displayed in Count-n-Control is controlled by the Country associated with the focus Site.