Difference between revisions of "StationCount Index"

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Please use our [[http://wiki.skylogportal.com/index.php?title=Tips_and_Tricks '''Tips and Tricks''']] page for understanding how the SkySuite portal works and how to navigate faster and easier.
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__TOC__
 
__TOC__
  
 
<h1>Station Inventory Reporting</h1>
 
<h1>Station Inventory Reporting</h1>
  
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The airline you represent will require that you enter your locations inventory counts on agreed timelines, this page will walk you through how it is possible to do this via SkyLog.  
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The airline you represent requires that you complete inventory counts at your station on agreed timelines. This page explains how to perform, submit, and manage inventory counts within SkyLog.
  
 +
---
  
 
<h2>Station Inventory Reporting Location</h2>
 
<h2>Station Inventory Reporting Location</h2>
  
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Pressing the “Inventory Counts” option from “Daily Activities” -> “Inventory Counts” will display the
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Navigate to:
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following page;
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“Daily Activities” -> “Inventory Counts”
  
 +
[[File:Count_1.png]]
  
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You will see a list of all inventory counts for your station.
  
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[[File:Count_1.png]]
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- The most recent counts appear at the top
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- A count in “Pending” status has not yet been completed
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- Historical counts will show statuses such as Approved, Partially Approved, or Cancelled
 +
 
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You can:
 +
- View a count using the Show icon 
 +
[[File:Count_2.png]]
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- Edit a pending count using the Edit icon 
 +
[[File:Count_3.png]]
 +
 
 +
---
  
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<h2>Understanding Count Statuses</h2>
  
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In the above screen I am logged in as someone at the Los Angeles caterer of British Airways so I see all the reports for Los Angeles (LAX) but each station will only see their own reports.
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Inventory counts may have the following statuses:
  
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- '''Pending''' – Count has not yet been completed 
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- '''Complete / Under Review''' – Submitted and awaiting review 
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- '''Recount''' – Certain lines require re-validation 
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- '''Approved''' – Fully reviewed and accepted 
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- '''Partially Approved''' – Automatically concluded with some unresolved items 
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- '''Cancelled''' – Cancelled manually or by system (legacy scenarios only)
  
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The counts are listed with the most recent at the top, in the example above the top line show a count at “Pending” status which means it has not taken place yet but is expected to happen on the 7th of November (The expected date). Below this line you see all the previous counts will have all been completed and approved or cancelled in the past.
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<h3>New Status: Partially Approved</h3>
  
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A count is marked as '''Partially Approved''' when:
 +
- A new count is triggered before the previous count has been fully approved
  
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You can view the detail of a report by pressing the Show Icon on the line you want to view.
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In this scenario:
 +
- All reviewed/accepted lines are processed as normal 
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- Any lines still marked as '''Query = Yes''' remain unresolved 
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- These items will be flagged in downstream processes (e.g. requisitions) 
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- These items will also be highlighted in the next inventory count 
  
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[[File:Count_2.png]]
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This ensures that work already completed is not lost.
  
 +
---
  
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If the report is pending you can also edit it and enter/change count figures by pressing the Edit Icon on the line you want to edit.
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<h2>General Tips and Guidelines about Stock Counting</h2>
  
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[[File:Count_3.png]]
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• Count at the end of the operational day 
 +
• Include all stock (backup and floating where required) 
 +
• Always use the defined stocking unit (e.g. box, piece) 
 +
• Convert quantities where needed 
 +
• Ensure receipts on count day are handled correctly to avoid forecasting errors 
  
 +
---
  
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<h2>Editing an Inventory Count</h2>
  
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<h2>General Tips and Guidelines about Stock Counting</h2>
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Open a Pending count and click Edit:
  
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This section is not related to the system but just provides some general tips and guidelines concerning inventory counting in general.  
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[[File:Count_4.png]]
  
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• It is best to count at the end of the operational day, i.e. after all departing flights have left and all arriving flights have been unloaded.
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Enter the '''Actual Count Date''':
  
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• If required to count floating stock, you need to count everything in the kitchen that also includes stock waiting to be loaded to outbound aircraft and stock unloaded from arriving aircraft that has not yet been processed.  
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[[File:Count_5.png]]
  
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• The unit of measure in which quantities should be entered is the stocking unit and this is shown on the count screens (see later). You should be aware that for some items the stocking unit may be a box and others it may be a piece. You will always enter both back up and floating quantity in the same unit (the stocking unit). This means that you are likely to have to convert one or the other. For example, if the stocking unit is a box then counting the backup stock which is usually in boxes will be straight forward but the floating stock will typically be in pieces (opened) so whatever you count will need to be converted to boxes. On the other hand, if the stocking unit is a piece then it will work the other way around and floating stock will be straight forward but when you count boxes in the backup store you will need to convert them to pieces before entering them in the system.
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If applicable, download the Excel sheet:
  
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• Pay special attention to any receipts received on the day of the count. If you have such a situation, you should receive the shipment with that day’s date and include it in your count figures. If you do not include the figures in your count, for example if the receipt was late just before the count was finished and there is not time for you to include it, then you must receive it into the system the next day with the next day’s date. If you don’t do this the forecasting system will think that the count included that shipment and miscalculate the suggested order quantities.
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[[File:Count_6.png]]
  
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Proceed to enter quantities:
  
 +
[[File:Count_7.png]]
  
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<h2>Editing an Inventory Count</h2>
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Quantity fields:
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- '''Backup''' = storage inventory 
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- '''Float''' = operational inventory (kitchen, unloading, loading etc.) 
  
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As described in the previous section if you have a count at “Pending status” you can enter the count figures by pressing the Edit Icon.
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Pagination example:
  
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[[File:Count_4.png]]
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[[File:Count_8.png]]
  
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Buttons:
  
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The following screen will be displayed;
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[[File:Count_9.png]]
  
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[[File:Count_5.png]]
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• '''Upload Completed Count Sheet''' 
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• '''View Uploaded File Errors''' 
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• '''Save and Continue''' 
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• '''Save and Exit''' 
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• '''Submit''' 
  
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When submitted:
 +
- Status changes to '''Under Review''' 
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- Editing is no longer possible 
  
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In this screen you are required to enter the “Actual Count Date” in which the inventory count took place, this is a vital piece of information which will need to be accurate for the planning and forecasting side of Skylog.
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---
  
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If your station is setup for uploading the count details via an excel update you will be sent an email with it attached when the count is created but if you misplace it you can download a fresh copy from the same screen as the “Download Blank Count Sheet” button will be presented;
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<h2>Adding an Item to a Count</h2>
  
 +
If an item is missing:
  
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[[File:Count_6.png]]
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[[File:Count_10.png]]
  
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Select item:
  
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Once you click “Save” you will be presented the page to enter the amount of stock you have counted against each item setup for your station;
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[[File:Count_11.png]]
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[[File:Count_12.png]]
  
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Enter quantities accordingly.
  
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[[File:Count_7.png]]
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---
  
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<h2>Submitting a Count</h2>
  
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In the detail section against each line you may see two quantity fields, “Backup” quantity is the amount you have in your store room/ area and “Float” quantity is any inventory you have outside the backup store e.g. on the kitchen floor. You will need to enter a figure against each line so if there is no inventory you should enter a zero. If you only see a backup quantity it means that you are not expected to count the floating stock but if you do see a floating quantity field, then you must count the floating stock. Floating stock means all stock on your facility at the time of the count which includes stock waiting to be loaded to outgoing aircraft and stock that has been received from arriving aircraft but not yet processed. It is most efficient and will help to get accurate and consistent measures of the floating stock if you perform the count at the close of the operational day after all departing aircraft for that day have been loaded and all arriving aircraft have been unloaded.
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<h3><u>Submitting via the portal</u></h3>
  
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After entering all quantities:
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- Click '''Submit'''
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- All items must have values (including zero)
  
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The detail section will always display in pages of 10 at a time in the example below we can see there are 338 items in the count and this is shown over 34 pages.
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[[File:Count_13.png]]
  
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After submission:
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- Status updates to '''Complete / Under Review'''
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- A confirmation email is sent 
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- The count enters review workflow 
  
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[[File:Count_8.png]]
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---
  
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<h3><u>Submitting via a count sheet</u></h3>
  
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You can move backwards and forwards through the pages with the arrow keys. You can also display everything on one screen by changing the drop down for “10” to “All” or select a certain number between 10 and 100 as well.
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- Always download the sheet from the specific count 
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- Fill in all required quantities 
  
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At the bottom of the page you will see the following buttons;
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[[File:Stock_Count_Excel_1.PNG]]
 +
[[File:Stock_Count_Excel_4.PNG]]
 +
[[File:Stock_Count_Excel_2.PNG]]
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[[File:Stock_Count_Excel_5.PNG]]
  
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Upload via:
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- “Upload Completed Count Sheet”
  
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[[File:Count_9.png]]
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Use “View Uploaded File Errors” if needed.
  
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---
  
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Upload Completed Count Sheet – If your station is setup to accept population of the count via an excel upload this will be presented to you, please follow the steps when clicked on uploading the completed document.
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<h2>Resubmitting a Recount</h2>
  
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• '''View Uploaded File Errors''' – Again only visible for stations that upload counts via excel, this will detail any errors once you have attempted an upload.
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If a recount is requested:
 +
- Open the count in status '''Recount'''
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- Filter by '''Query = Yes'''
  
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• '''Save and Continue''' - Allows you to save what you have entered but will leave you in the screen.  
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[[File:Count_14.png]]
 +
[[File:Count_15.png]]
  
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  • '''Save and Exit''' – Saves anything you have entered but will exit the page and return you to the main “Inventory Count” page.
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Actions:
 +
- Adjust quantities if required 
 +
- Add comments where needed 
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- Submit again  
  
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• '''Submit''' - Will save your work and mark the count as complete and change the status to “Pending Review” after this you will no longer be able to change any of the figures. The next step is that Skylogistix will review what you have entered and may come back to you to do a recount – see later section in this manual for details of recounts.
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Multiple recount cycles may occur.
  
 +
---
  
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<h2>Adding an Item to a Count</h2>
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<h2>Important Change: Count Lifecycle</h2>
  
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Previously:
 +
- Open counts were cancelled when a new count was created 
  
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The list of items shown on the count detail page should include all the items you are expected to have at your location. If, however you have an item that is not showing you can add it with the add item button at the top of the page.
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Now:
 +
- Open counts are marked as '''Partially Approved''' instead 
  
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[[File:Count_10.png]]
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This means:
 +
- Work already completed is retained 
 +
- Only unresolved items remain flagged 
 +
- Users are not required to restart the process 
  
 +
---
  
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This will display the following;
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<h2>Flagged Items from Previous Counts</h2>
  
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[[File:Count_11.png]]
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If an item was not resolved in a previous count:
 +
- It will be '''highlighted in the next count'''
 +
- It should be carefully checked during counting 
  
 +
(Insert screenshot placeholder: [[File:Flagged_Items_Example.png]])
  
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Press the “Select Stock Item” button to search and choose the item you want to add. (Use the three dots under “Code” or “Description” to filter for a specific item) then click “Select”.
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This helps improve accuracy and reduce recurring discrepancies.
  
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[[File:Count_12.png]]
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---
  
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<h2>System Timing Considerations</h2>
  
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Once the item is added you can then fill in the “Float” and “Backup” quantities.
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New counts are created automatically by the scheduler.
 +
Timing depends on:
 +
- Count frequency 
 +
- Notify days configuration 
 +
- Scheduler timing 
  
 +
Although exact timing cannot be guaranteed:
 +
- Notifications are sent to ensure timely completion 
  
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<h2>Submitting a Count</h2>
+
Users should always complete counts as early as possible to avoid partial approvals.
 +
``

Latest revision as of 07:52, 5 June 2026

Please use our [Tips and Tricks] page for understanding how the SkySuite portal works and how to navigate faster and easier.

Station Inventory Reporting

The airline you represent requires that you complete inventory counts at your station on agreed timelines. This page explains how to perform, submit, and manage inventory counts within SkyLog.

---

Station Inventory Reporting Location

Navigate to: “Daily Activities” -> “Inventory Counts”

Count 1.png

You will see a list of all inventory counts for your station.

- The most recent counts appear at the top - A count in “Pending” status has not yet been completed - Historical counts will show statuses such as Approved, Partially Approved, or Cancelled

You can: - View a count using the Show icon Count 2.png - Edit a pending count using the Edit icon Count 3.png

---

Understanding Count Statuses

Inventory counts may have the following statuses:

- Pending – Count has not yet been completed - Complete / Under Review – Submitted and awaiting review - Recount – Certain lines require re-validation - Approved – Fully reviewed and accepted - Partially Approved – Automatically concluded with some unresolved items - Cancelled – Cancelled manually or by system (legacy scenarios only)

New Status: Partially Approved

A count is marked as Partially Approved when: - A new count is triggered before the previous count has been fully approved

In this scenario: - All reviewed/accepted lines are processed as normal - Any lines still marked as Query = Yes remain unresolved - These items will be flagged in downstream processes (e.g. requisitions) - These items will also be highlighted in the next inventory count

This ensures that work already completed is not lost.

---

General Tips and Guidelines about Stock Counting

• Count at the end of the operational day • Include all stock (backup and floating where required) • Always use the defined stocking unit (e.g. box, piece) • Convert quantities where needed • Ensure receipts on count day are handled correctly to avoid forecasting errors

---

Editing an Inventory Count

Open a Pending count and click Edit:

Count 4.png

Enter the Actual Count Date:

Count 5.png

If applicable, download the Excel sheet:

Count 6.png

Proceed to enter quantities:

Count 7.png

Quantity fields: - Backup = storage inventory - Float = operational inventory (kitchen, unloading, loading etc.)

Pagination example:

Count 8.png

Buttons:

Count 9.png

• Upload Completed Count Sheet • View Uploaded File Errors • Save and Continue • Save and Exit • Submit

When submitted: - Status changes to Under Review - Editing is no longer possible

---

Adding an Item to a Count

If an item is missing:

Count 10.png

Select item:

Count 11.png Count 12.png

Enter quantities accordingly.

---

Submitting a Count

Submitting via the portal

After entering all quantities: - Click Submit - All items must have values (including zero)

Count 13.png

After submission: - Status updates to Complete / Under Review - A confirmation email is sent - The count enters review workflow

---

Submitting via a count sheet

- Always download the sheet from the specific count - Fill in all required quantities

Stock Count Excel 1.PNG Stock Count Excel 4.PNG Stock Count Excel 2.PNG Stock Count Excel 5.PNG

Upload via: - “Upload Completed Count Sheet”

Use “View Uploaded File Errors” if needed.

---

Resubmitting a Recount

If a recount is requested: - Open the count in status Recount - Filter by Query = Yes

Count 14.png Count 15.png

Actions: - Adjust quantities if required - Add comments where needed - Submit again

Multiple recount cycles may occur.

---

Important Change: Count Lifecycle

Previously: - Open counts were cancelled when a new count was created

Now: - Open counts are marked as Partially Approved instead

This means: - Work already completed is retained - Only unresolved items remain flagged - Users are not required to restart the process

---

Flagged Items from Previous Counts

If an item was not resolved in a previous count: - It will be highlighted in the next count - It should be carefully checked during counting

(Insert screenshot placeholder: File:Flagged Items Example.png)

This helps improve accuracy and reduce recurring discrepancies.

---

System Timing Considerations

New counts are created automatically by the scheduler. Timing depends on: - Count frequency - Notify days configuration - Scheduler timing

Although exact timing cannot be guaranteed: - Notifications are sent to ensure timely completion

Users should always complete counts as early as possible to avoid partial approvals. ``

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