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EPG ONE WMS Stocktake

Permanent and Fixed Date

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Stocktaking Courses – Permanent and Fixed Date

Learn how to plan, execute, and complete stocktakes in EPG ONE WMS in just one day. This course explains how EPG’s WMS models stock and inventory counting, shows how to set up and run stocktakes (permanent and fixed‑date), and guides you through different analysis and basic troubleshooting scenarios so you can perform stocktakes efficiently and reliably. 

Who This Course Is For:

  • WMS key users in warehouse operations and inventory control
  • Supervisors and team leaders responsible for stocktaking
  • Inventory and finance staff who participate in or audit stocktakes
  • WMS administrators who support configuration and process setup for stocktake

What You’ll Learn

By the end of this course, you will be able to:

  • Understand how EPG’s WMS represents stock and inventory counting (locations, items, quantities, statuses)
  • Plan and configure stocktakes in EPG ONE WMS (e.g. by warehouse area, location groups, items/ABC classes)
  • Create and manage stocktake orders and counting documents
  • Execute stocktakes on paper or RF/scanner, including recounts and confirmations
  • Analyze stock differences and post adjustments correctly in EPG ONE WMS
  • Handle typical special cases (e.g. QA stock, blocked stock, stock in process, serial numbers)
  • Troubleshoot common stocktake issues and apply best practices to future stocktakes

Built for Smarter, Faster Shipping Operations

Our Course Content

Participants work through practical examples and guided exercises to apply each concept directly in the system.
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Module 1: Introduction to Stocktake in EPG ONE WMS

  • Purpose of stocktaking (legal, financial, operational) 
  • How EPG’s WMS models stock: locations, items, quantities, statuses 
  • Overview of stocktake options in EPG ONE WMS (e.g. permanent vs. fixed‑date concepts) 

Module 2: Planning & Setting Up Stocktake

  • Selecting stocktake scope (warehouse areas, location groups, items) 
  • Relevant settings and keys for stocktake  
  • Preparing master data to support accurate counting 
  • Coordinating stocktake with ongoing warehouse operations 

Module 3: Creating and Managing Stocktake Documents

  • Generating stocktake orders and counting lists  
  • Assigning counting tasks and areas 
  • Providing supporting documents or RF configurations 
  • Monitoring stocktake progress and statuses 

Module 4: Executing Stocktake – Paper and RF

  • Standard counting workflow in EPG ONE WMS (location → item → quantity) 
  • Working with RF/scanner for stocktake where available 
  • Handling recounts and closing counting tasks 
  • Practical exercises: guided stocktake scenarios 

Module 5: Difference Analysis, Adjustments & Troubleshooting

  • Viewing and interpreting stock differences  
  • Approving and posting adjustments and understanding their impact 
  • Handling typical special stocks (e.g. QA, blocked) during stocktake 
  • Common issues (missing data, open tasks, incorrect or found items) and how to resolve them 
  • Best practices and checklist for future stocktakes 

Course Format and Details

Level

Intermediate WMS users / key users 

Format

Instructor‑led training with demonstrations and hands‑on exercises in EPG ONE WMS

Duration

1 day

Delivery

On-site in EPG facilities in DFW / virtual classroom / On-site at customer facilities

Prerequisites

Basic understanding of WMS warehouse processes (e.g. completion of EPG ONE WMS Supervisor Course or equivalent experience)

Why Take This Course

  • Conduct legally compliant and auditable stocktakes using EPG ONE WMS
  • Reduce counting errors, manual rework, and process interruptions
  • Minimize warehouse downtime by using an efficient, well‑planned stocktake process
  • Establish a consistent, WMS‑based approach to stocktake across operations, inventory control, and finance
Efficient and flexible warehouse management

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