EPG ONE WMS Stocktake

Permanent and Fixed Date

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.

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

Americas (2)

Europe (8)

Asia-Pacific and Middle East (3)