When a sales order contains dozens of SKUs, warehouse staff often face repetitive manual data entry across delivery orders, material transfers, and goods receipt notes. Each line requires selecting a product, entering quantities, and verifying attributes, turning what should be a quick task into a time-consuming process.<\/p>\n
Many warehouses rely on spreadsheets or paper lists that don’t sync with their ERP system in real time. Barcode scanners exist but often remain disconnected from order processing workflows. Errors during manual entry lead to shipping delays, inventory mismatches, and customer dissatisfaction. Teams need a way to bulk-load products quickly while maintaining accuracy and traceability. Onfinity ERP’s inventory count form<\/a> addresses this by enabling barcode scanning and file imports that populate order lines instantly.<\/p>\n The inventory count form<\/strong> allows users to create product carts by scanning barcodes or uploading CSV and TXT files. Each cart links to a specific transaction type, such as shipment for delivery orders, material transfer for moving stock between warehouses, goods receipt for purchase orders, or physical inventory count for cycle counts.<\/p>\n Carts can be dependent, meaning they reference a specific sales order or requisition, or independent, which creates generic carts reusable across multiple transactions. All cart data is stored in the Inventory Cart screen for review and reuse, ensuring teams can verify staged products before final processing.<\/p>\n Onfinity allows barcode definitions at three levels: the product master level, the unit of measure conversion level, and the attribute set instance level. This flexibility ensures that products with multiple packaging formats or attributes can be scanned accurately without manual lookup.<\/p>\n After creating a sales order for 100 smartphones, a warehouse user opens the inventory count form<\/strong> and selects shipment as the transaction type. Entering the sales order number as the reference connects the cart to that specific order.<\/p>\n The user can now scan product barcodes using a connected scanner or upload a prepared file with two columns: barcode and quantity. The system automatically inserts all scanned or imported products into the cart with correct quantities and attribute set instances.<\/p>\n When the user navigates to the Delivery Order screen and clicks create lines from cart, the saved cart appears as an option. Selecting it populates all order lines instantly, eliminating manual line-by-line entry and ensuring accuracy by pulling data directly from validated carts. This approach reduces delivery order creation time from minutes to seconds, especially for high-SKU orders.<\/p>\n Selecting others as the transaction type creates a generic cart not tied to any specific document. These carts can be used on sales orders, purchase orders, requisitions, material transfers, and inventory use screens. This reusability is valuable when the same set of products moves through multiple processes.<\/p>\n For dependent transactions, such as a material transfer against a requisition, users select inventory move as the transaction type and reference the requisition document number. The system validates reference numbers and only displays carts with correct document links during line creation, preventing mismatched data.<\/p>\n Filters by user, date range, or reference number help teams quickly locate the right cart when multiple exist. This is particularly useful in high-volume environments where several users create carts simultaneously across different warehouses or order types.<\/p>\nHow the Inventory Count Form Works as a Multi-Purpose Data Entry Tool<\/h2>\n
Using Barcode Scanning and File Imports to Build Delivery Order Carts<\/h2>\n
Reusing Generic Carts Across Material Transfers, Requisitions, and Internal Use<\/h2>\n