{"id":162928,"date":"2023-02-13T08:16:45","date_gmt":"2023-02-13T07:16:45","guid":{"rendered":"https:\/\/guide.jtl-software.com\/performing-stock-evaluations\/"},"modified":"2023-06-14T14:18:47","modified_gmt":"2023-06-14T12:18:47","slug":"performing-stock-evaluations","status":"publish","type":"page","link":"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/warehouses\/performing-stock-evaluations\/","title":{"rendered":"Performing stock evaluations"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<div id=\"toc\">\n\t<div class=\"card border-0 bg-rysywhite mt-0 mt-lg-5 mb-5 w-100\" data-toc-element>\n\t\t<div class=\"d-none d-lg-flex flex-column\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-shaftblue\">\n\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"font-weight-bold text-shaftblue text-center h5 mt-3 mb-0\">Contents<\/span>\n\t\t<\/div>\n\t\t<div class=\"d-block d-lg-none\">\n\t\t\t<a class=\"text-decoration-none card-header-link collapsed\" data-toggle=\"collapse\" href=\"#collapse-toc\" aria-expanded=\"false\" aria-controls=\"collapse-toc\">\n\t\t\t\t<div class=\"card-header d-flex bg-white align-items-center\" role=\"tab\" id=\"heading-toc\">\n\t\t\t\t\t<span class=\"h4 mb-0 d-flex align-items-center\">\n\t\t\t\t\t\t<span class=\"fa-layers fa-fw fa-2x mr-2 text-shaftblue\">\n\t\t\t\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<span>Contents<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 ml-auto fas fa-caret-down text-gray\"><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div>\n\t\t<div id=\"collapse-toc\" class=\"collapse show\" data-parent=\"#toc\" role=\"tabpanel\" aria-labelledby=\"heading-toc\">\n\t\t\t<div class=\"card-body p-4 table-of-content\">\n\t\t\t\t<ul data-toc-headings=\"h2,h3\" data-toc class=\"list-wawi\"><\/ul>\n\t\t\t<\/div>\n\t    <\/div>\n\t<\/div>\n<\/div>[\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, &#8220;order-lg&#8220;: &#8220;1&#8220;}&#8221; width=&#8221;2\/3&#8243; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<h1 class=\"d-flex align-items-center hl-wawi\" id=\"performing-stock-evaluations\">Performing stock evaluations <span id='anchor-performing-stock-evaluations' data-href='#performing-stock-evaluations' class='far fa-link' data-anchor><\/span><\/h1><div class=\"custom-box\">\n\t<div class=\"d-flex align-items-center mb-4\">\n\t\t\t\t\t\t\t<span class=\"mr-3 fa-stack flex-shrink-0 fa-1x\">\n\t\t\t<span class=\"fas fa-circle fa-stack-2x text-shaftblue\"><\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 fas fa-clipboard-list text-white fa-stack-1x\"><\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\n\t\t\n\t\t<h3 class=\"mb-0 \" id=\"your-task-initial-situation\">Your task\/initial situation <span id='anchor-your-task-initial-situation' data-href='#your-task-initial-situation' class='far fa-link' data-anchor><\/span><\/h3>\t<\/div>\n\t<div class=\"box-content\">\n\t\tYou have performed an inventory and adjusted your JTL\u2013Wawi stocks to match your actual stocks. To create a balance sheet, you now want to carry out a stock evaluation.\t<\/div>\n<\/div>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"requirements\">Requirements <span id='anchor-requirements' data-href='#requirements' class='far fa-link' data-anchor><\/span><\/h3><ul class=\"list-reset ml-3 list-icons list-wawi\">\n\t<li >\n\t\t\t<span class=\"list-icon fas fa-check\"><\/span>\t\tTo be able to print the stock evaluation, you need a template set for the stock evaluation. You may first have to create it via the menu <span class=\"highlight\">Admin &gt; Print\/Email\/Export templates<\/span>. Read more on: <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/jtl-wawi\/vorlagen\/\">Templates<\/a><\/span>.\t<\/li><\/ul><h2 class=\"d-flex align-items-center hl-wawi\" id=\"performing-stock-evaluations-2\">Performing stock evaluations <span id='anchor-performing-stock-evaluations-2' data-href='#performing-stock-evaluations-2' class='far fa-link' data-anchor><\/span><\/h2><ol start=\"1\" class=\"mb-5 list-reset step mb-5 list-wawi normal-step\">\n\t<li class=\"media-single-line\">\n\tVia the menu\u00a0<span class=\"highlight\">Warehouses &gt; Stock evaluation,<\/span>\u00a0open the\u00a0<span class=\"highlight\">Performing stock evaluation<\/span> dialogue box.<\/li><li class=\"media-single-line\">\n\tUnder\u00a0<span class=\"highlight\">Warehouses<\/span>, select the warehouse for which you want to carry out the stock evaluation.<\/li><li class=\"media-single-line\">\n\tConfigure the stock evaluation in the\u00a0<span class=\"highlight\">Items<\/span> pane.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/dialogfenster-lagerbewertung-durchfuehren.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/dialogfenster-lagerbewertung-durchfuehren.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/dialogfenster-lagerbewertung-durchfuehren.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/dialogfenster-lagerbewertung-durchfuehren.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/dialogfenster-lagerbewertung-durchfuehren-768x373.png 640w\" width=\"991\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"481\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/dialogfenster-lagerbewertung-durchfuehren.png&quot;,&quot;w&quot;:991,&quot;h&quot;:481}\" class=\"border-defaultgray border-w-1 border mb-5 img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<div id=\"parent_69e66212bf8b7\" role=\"tablist\" aria-multiselectable=\"true\" class=\"accordion mb-5 parent_69e66212bf8b7\">\n\t<div class=\"accordion-group\">\n\t<div class=\"accordion-header no-gradient collapsed\" role=\"tab\" id=\"group_69e66212bf964\" data-toggle=\"collapse\" data-target=\"#group_69e66212bf964_collapse\" aria-expanded=\"true\" aria-controls=\"group_69e66212bf964_collapse\">\n\t\t<div class=\"accordion-title\">\n\t\t\tThe ``Performing stock evaluation`` dialogue box\t\t\t<span class=\"fas fa-caret-up indicator\"><\/span>\n\t\t<\/div>\n\t<\/div>\n\t<div id=\"group_69e66212bf964_collapse\" class=\"accordion-collapse collapse \" role=\"tabpanel\" aria-labelledby=\"group_69e66212bf964\" data-parent=\".parent_69e66212bf8b7\">\n\t\t<div class=\"accordion-body clearfix\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div><\/div>\n<ol start=\"4\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li >\n\tClick\u00a0<span class=\"highlight\">Save and print<\/span>. The warehouse evaluation will now be carried out. This can take a while depending on the size of the warehouse.<\/li><\/ol>[\/vc_column][\/vc_row]<\/div>","protected":false},"excerpt":{"rendered":"Contents Contents Performing stock evaluations Your task\/initial situation You have performed an inventory and adjusted your JTL\u2013Wawi stocks to match <a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/warehouses\/performing-stock-evaluations\/\">[...]<\/a>","protected":false},"author":2,"featured_media":0,"parent":164875,"menu_order":494,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"tags":[],"class_list":["post-162928","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Performing stock evaluations &#8211; 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