SAP stocktaking process

Here is the SAP stocktaking process using the AVB – Import SAP Stocktake Excel program.

The first step is to create a PID (physical inventory document) in SAP.  There are a few ways to do this, below shows the method using transaction MI31.  Enter the materials you wish to count, the SLOC, and whether you want Unrestricted Stock only etc.

MI31 Setup a count

When you have made your selections, press the execute button to proceed.  Highlight all the lines you want to count and press the ‘Create Documents Directly’ button, they should all turn green and the ‘PhysInvDoc’ column will populate with the PID number.  Take note of this number, or press CTRL+Y and highlight the number, then press CTRL+C to copy it into your memory.

2 - MI31 Create a count

Open the AVB – Import SAP Stocktake Excel spreadsheet.  Right-Click anywhere in the PID tab and click on ‘Download PID’.

3 - Right-Click in PID tab

The sheet will clear itself of any existing data, and present the following pop-up box:

3 - Enter SAP PID number

Enter the PID number into the pop-up box, and press ok.  The PID details will now be imported into the spreadsheet (the below example has its data blurred out).

4 - Print the count sheet and perform the inventory count

You can now treat the document as a regular spreadsheet, the print margins will be setup automatically as well as a formula to calculate the difference qty.  You can apply filters to sort by the storage bin, or any other way you wish.

5 - Apply a filter

Print the sheet, and perform the count of the materials.  When you have the sheet back, enter the results into the ‘Counted Qty’ column, noting the running totals in column L and adding comments as you go.

6 - Enter the count results

When you are satisfied with the count, right click anywhere in the PID tab and click ‘Upload PID’

7 - Right-Click in PID tab

The counted qty will now be uploaded to SAP.

8 - Count is uploaded

Go to transaction MI20 and post the count.

9 - MI20 check and post the results

10 - post

The count is then complete, with the posted differences the same.


Scanner rentals New Zealand

Rent Intermec CK71 handheld scanners that are loaded with software for stocktaking.

We provide scanners and the software for counting inventory easily and quickly. Get a snapshot of your stock without having to invest capital into costly hardware.

Stocktaking made easy 

Hire a stocktake specialist to oversee your store inventory count.

We can provide all you need, our current rate is:

4 x Bluetooth enabled scanners

1 x Specialist

$250 for the count (excluding travel fees) NZ wide*

You provide the staff to do the count. Click here for more information.

*This is for a small to average sized retail store

Bluetooth stocktake software 

QuickDraw is a stocktaking solution that uses Bluetooth to transfer the data from barcode scanners back to a host computer.

This avoids the stops that can occur with traditional batch scanners and software.

The method can cut an hour off a physical stocktake, costing you less in labour and allows earlier opening times on morning of the stocktake.

It is available for Windows CE devices, and Windows embedded.

QuickDraw running on a CK71 device.

QuickDraw running on a 7535 G2.

Inventory Specialist available 

If you need to get your inventory back into order, we can provide a specialist to help. With over 10 years experience in MRO, FMCG and general retail inventory, we have the analysis and operational experience to guide you on your way to total inventory control.

All aspects of stock control are covered, from label printing to full warehouse management.

Get in touch to find out more.