Warehouse Management System (WMS) Warehouse Control System Workforce Management Supply Chain Control Tower (TIMESQUARE) EPG ONE App Warehouse Management System (WMS) Warehouse Control System Workforce Management Supply Chain Control Tower (TIMESQUARE) EPG ONE App Route Optimization Global Multi-Carrier Parcel Software 3PL Contract & Billing Management Dock Management Route Optimization Global Multi-Carrier Parcel Software 3PL Contract & Billing Management Dock Management

AURA Observer IVA Observer IDP Orchestrator Cognitive Core Conversation Intelligence Autonomous Integration Intelligent Configuration Management AURA Observer IVA Observer IDP Orchestrator Cognitive Core Conversation Intelligence Autonomous Integration Intelligent Configuration Management

Ground Handling System (GHS) Cargo Handling System (CHS) Resource Management System (RMS) Airport Billing System (ABS) On-time Performance App (OTP App) Ground Handling System (GHS) Cargo Handling System (CHS) Resource Management System (RMS) Airport Billing System (ABS) On-time Performance App (OTP App)

References Application Areas Automotive and Spare Parts Chemical, Pharma & Healthcare Electronics Retail & E-Commerce Industry and Production Food and Beverage Logistics Provider Aviation Service

EPG ColorCards Whitepaper Blog Videos EPG ColorCards Whitepaper Blog Videos Complimentary Gartner® Reports Download VRS Report Case Studies Lexicon Complimentary Gartner® Reports Download VRS Report Case Studies Lexicon

Stocktaking Courses

(WMS Specialist Program)

Homepage

EPG Academy

Stocktaking Courses – Permanent and Fixed Date

Stocktaking Courses

Learn how to plan, execute, and complete stocktakes in LFS in just one day. This course explains how LFS 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:

LFS 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

LFS administrators who support configuration and process setup for stocktake

What You’ll Learn

Understand how LFS 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

Throughout the 5 days, participants work through practical examples and guided exercises to apply each concept directly in the system.

Module 1: Introduction to Stocktake in EPG ONE WMS

Purpose of stocktaking (legal, financial, operational)

How LFS models stock: locations, items, quantities, statuses

Overview of stocktake options in LFS (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 LFS 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 LFS 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, LFS‑based approach to stocktake across operations, inventory control, and finance

Contact form.

Stocktaking Courses

(WMS Specialist Program)

Our Course Content

Module 1: Introduction to Stocktake in EPG ONE WMS

Module 2: Planning & Setting Up Stocktake

Module 3: Creating and Managing Stocktake Documents

Module 4: Executing Stocktake – Paper and RF

Module 5: Difference Analysis, Adjustments & Troubleshooting

Level

Format

Duration

Delivery

Prerequisites

Why Take This Course

Expert knowledge across all areas of warehouse logistics

EPG Newsroom

Americas (2)

Europe (8)

Asia-Pacific and Middle East (3)

Americas (2)

Europe (8)

Asia-Pacific and Middle East (3)

Americas (2)

Europe (8)

Asia-Pacific and Middle East (3)

Stocktaking Courses

(WMS Specialist Program)

Our Course Content

Module 1: Introduction to Stocktake in EPG ONE WMS

Module 2: Planning & Setting Up Stocktake

Module 3: Creating and Managing Stocktake Documents

Module 4: Executing Stocktake – Paper and RF

Module 5: Difference Analysis, Adjustments & Troubleshooting

Level

Format

Duration

Delivery

Prerequisites

Why Take This Course

Efficient and flexible warehouse management