Count and adjust
Count a controlled stock population and review the exact quantity and value before correction.
7 stages · 2 approvals
Roles and responsibilities
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Step 1Plan count
Count NumberWarehouseCounterPolicy
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Step 2Count
ProductWarehouseLocationLot
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Step 4Review adjustment
Count NumberWarehouseCounterPolicy
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Step 7Reconcile and close
Count NumberWarehouseCounterPolicy
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Plan count
Warehouse Manager defines the warehouse, physical locations, product identities and count window. Resolve conflicting work before acquiring the scope lock and capturing the complete position/version population, including empty or newly appearing identities. Scheduling does not freeze balances. Away transit remains valued but is reconciled from transfer and delivery evidence rather than a floor observation.
Count
Warehouse Operator records assigned blind quantities in each product's base unit, retaining the actual observation time and complete identity. Held or committed stock remains identified; it cannot be relabeled available by the count. The first submitted quantity stays as evidence even when a later recount supplies the accepted correction basis.
Recount
A different Warehouse Operator or Warehouse Manager records a required independent recount when absolute quantity or percentage tolerances fail. Expected zero leaves the percentage unavailable and needs review. A recount may confirm a real difference; it does not have to make the variance disappear. The accepted observation remains tied to the current locked scope.
Approval required
Review adjustment
Independent Warehouse Manager reviews every proposed correction, excluding requester, material editors and anyone who supplied its count evidence. Check the accepted quantity, current identity, claims and reviewed cost basis. There is no automatic count write-off, and a quantity decision cannot orphan a customer or work-order reservation.
Approval required
Review value
Independent Finance Manager also approves found, identity-changing, held, reserved or above-value differences. Known reviewed cost remains mandatory before posting. Missing value cannot be treated as zero, and the financial decision applies to the same exact proposal as the operational review.
Adjust
Warehouse Manager oversees the guarded correction against current lock and position versions. Commit the signed stock movement, remaining layer value and balanced variance journal together once. Resolve affected commitments under their approved authority. A repeated request returns its existing effect instead of comparing the same original difference and posting it again.
Reconcile and close
Warehouse Manager checks the posted quantities, valuation and remaining exceptions before controlled lock release. Accountant follows the resulting ledger reconciliation. Changed stock or cost evidence invalidates stale close work; an expired lock or resumed physical movement requires fresh scope and observation before another correction.
Approvals and exception handling
2 approvals required in this process
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Review adjustment
Warehouse Manager signs · review value waits
InventoryCounts, CountLines, ApprovalDecisions -
Review value
Finance Manager signs when additional review is required · adjust waits
CountLines, StandardCosts, ApprovalDecisions - Every stock-changing path touching the count scope respects its lock, including source/destination changes and value revaluation.
- The whole identity population matters; checking only previously existing row versions cannot detect newly introduced stock.
- A later master or cost change cannot silently reprice an already approved adjustment.
- Release or reassign affected demand through explicit approved work; deleting reservations is not a count correction.
- Stock quantity and value cannot become negativeAnd an emptied layer cannot retain unexplained value.
- Transit shortages require actual transfer or delivery-loss evidence and approval, rather than a zero physical floor count.
When the process needs attention
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reject
Recount
A different Warehouse Operator or Warehouse Manager records a required independent recount when absolute quantity or percentage tolerances fail.
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variance
Adjust
Commit the signed stock movement, remaining layer value and balanced variance journal together once.
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variance
Reconcile and close
Warehouse Manager checks the posted quantities, valuation and remaining exceptions before controlled lock release.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Plan count | InventoryCountsCountLocksInventoryPositions | Define and lock the complete physical population |
| 2 Count | CountLinesInventoryPositions | Preserve blind first observations and exact identity |
| 3 Recount | CountLinesCountLocks | Record independent recount evidence when required |
| 4 Review adjustment | InventoryCountsCountLinesApprovalDecisions | Independently decide the operational correction |
| 5 Review value | CountLinesStandardCostsApprovalDecisions | Decide required financial or higher-risk scope |
| 6 Adjust | StockEventsStockMovementsStockLayersJournalEntries | Post the accepted quantity and value difference once |
| 7 Reconcile and close | InventoryCountsCountLocksCloseTasks | Reconcile outcomes and release resolved scope |
Process reports
All reportsStock Availability and Valuation
Shows entity/product/warehouse/location/lot/serial quantity, eligible free stock, active reservations, picked/held stock, separately owned transit and current standard carrying value at cutoff; only owned inventory sources sum to GL and issued material belongs exclusively to WIP.
Production Cost and Variance
Reconciles actual issued/returned/consumed material, independently accepted time/overhead, terminal good output, unfinished/held/scrap quantities, standard output, actual WIP relief, immediate completion variance and separately approved residual close cost; prior completion variance never appears again at close.
Run by an agent
Agent support
An assistant cannot provide a required independent human approval, decide bank compliance or invent bank issuance, customer acceptance or actual payment. It cannot reuse already claimed supply, create finished output from intermediate work or release an uncertain drawing merely because a request timed out.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› count and adjust · plan count on InventoryCounts, CountLocks, InventoryPositions
✓ Warehouse Manager defines the warehouse, physical locations, product identities and count window.
› count and adjust · count on CountLines, InventoryPositions
✓ Warehouse Operator records assigned blind quantities in each product's base unit, retaining the actual observation time and complete identity.
› count and adjust · recount on CountLines, CountLocks
✓ A different Warehouse Operator or Warehouse Manager records a required independent recount when absolute quantity or percentage tolerances fail.
› count and adjust · review adjustment on InventoryCounts, CountLines, ApprovalDecisions
⏸ approval · waiting for the warehouse manager
# 3 more stages after approval: review value, adjust, reconcile and close
Other processes
5 moreOrder to cash
Carry the accepted order through shipment, invoice approval and cash application.
5 stages · 2 approvals
Procure to pay
Purchase needed supply, accept the goods received and settle the right supplier balance.
7 stages · 3 approvals
Manage a letter of credit
Coordinate credit terms, presentation evidence and the financial work that follows.
12 stages · 6 approvals
Assemble to stock
Turn released recipes and actual assembly work into accepted finished stock.
8 stages · 5 approvals
Return and credit
Connect returned goods, customer credit and the actual refund without losing the original purchase.
9 stages · 4 approvals