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EPG ONE WMS Stocktake

WMS Random Sample Stocktake – Process & Configuration

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Stocktaking Courses – Random Sample Stocktake

Learn how to plan, configure, and execute random sample stocktakes in EPG ONE WMS. This course explains how random sample procedures relate to standard stocktaking, how to set them up in the system, and how to evaluate results so you can meet audit requirements with less counting effort. 

Who This Course Is For:

  • WMS key users responsible for inventory and stock accuracy
  • Warehouse and inventory control managers
  • System administrators who configure stocktaking settings and keys
  • Auditors or finance staff who work closely with WMS stocktake data

What You’ll Learn

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

  • Understand how random sample stocktake fits into the WMS stocktaking concept (permanent, fixed-date, item-related, random sample)
  • Configure stocktaking profiles and key settings relevant for random sample procedures
  • Create and manage random sample stocktake processes and proposals
  • Work with selection and evaluation functions to analyze random sample results (including filters, accumulation options, and goods value if authorized)
  • Monitor stocktake status and ensure all relevant lists are completed and posted
  • Apply best practices to combine operational feasibility with legal / audit requirements

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Our Course Content

Throughout the 5 days, participants work through practical examples and guided exercises to apply each concept directly in the system.
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Module 1: Stocktaking Concepts in EPG's WMS & Role of Random Samples

  • Overview of WMS stocktaking options: permanent, fixed-date, item-related, random sample 
  • When and why to use random sample stocktaking 
  • Impact of random sample procedures on warehouse operations and auditability 

Module 2: Configuration – Keys & Profiles for Random Sample Stocktake

  • Stocktaking profile in key K100: counts, RF vs. list, counting teams and sequences 
  • Other relevant key settings that influence stocktaking behavior (e.g. staging locations, blocking codes) 
  • Company and warehouse settings that affect stocktake and evaluation 

Module 3: Creating Random Sample Stocktake Processes

  • Difference between full stocktake processes and random sample processes in EPG’s WMS 
  • Setting up and starting random sample stocktake runs 
  • Generating and printing count lists for random samples 
  • Ensuring correct blocking of items/locations during the random sample procedure 

Module 4: Execution, Monitoring & Completio

  • Executing counts (on paper or RF, depending on profile) for the selected random sample set 
  • Monitoring open / non-booked stocktaking lists and ensuring completeness via menu 619 and related menus (629, 639, 649) 
  • Posting results and releasing stock after completion 

Module 5: Evaluation & Analysis of Random Sample Stocktake

  • Using stocktake evaluation and selection displays to analyze random sample processes, including the “Random sample proc.” field 
  • Working with selection filters, item/variant/batch criteria, and date ranges 
  • Using accumulation options (none, by item, by storage location, by business cycle) to evaluate results and identify risk areas 
  • Optional: displaying difference in goods value for authorized users (G301 setting) 

Module 6: Best Practices, Compliance & Integration with Overall Stocktaking

  • Combining random sample procedures with permanent and fixed-date stocktakes for overall inventory strategy 
  • Typical pitfalls and how to avoid them (missing lists, unposted counts, incorrect filters) 
  • Checklist for running random sample stocktakes in EPG’s WMS from preparation to evaluation 
  • Q&A and discussion of customer-specific scenarios 

Course Format and Details

Level

Intermediate WMS users / key users with basic stocktake knowledge

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

  • WMS Foundation or equivalent experience
  • Basic understanding of standard stocktaking in WMS (permanent/fixed-date) 

Why Take This Course

  • Reduce counting effort while maintaining reliable inventory accuracy through structured random sample stocktakes
  • Meet audit and legal requirements with system-supported, traceable random sample procedures
  • Improve transparency of variances and risk areas by using WMS evaluation and accumulation functions
  • Enable key users and inventory managers to design and run random sample stocktakes confidently, without relying solely on external support 
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