Counts & adjustments
Count against a controlled stock snapshot, investigate differences and post corrections with clear authority.
StatusScheduledInProgressoverdue
- WRH-110: CC-90242, 28 Sep to 05 Oct, Scheduled
- WRH-110: CC-28671, 17 Sep to 24 Sep, InProgress
- WRH-120: CC-37141, 19 Sep to 23 Sep, Scheduled
- WRH-110: CC-37543, 14 Sep to 17 Sep, InProgress
- WRH-110: CC-23834, 30 Sep to 09 Oct, Scheduled
- WRH-110: CC-32880, 17 Sep to 24 Sep, InProgress
Schedule the work people need to count
Inventory Manager plans an ABC cadence, zone sweep, random selection or exception count. Assignments identify the actual counter and a practical count window. Physical inventory plans define the warehouse scope and its movement freeze. Goods physically away in transit are excluded from floor counts and accuracy; their transfer quantities, evidence and owned value are reconciled separately.
My Pending Counts gives Warehouse Operator assigned work without revealing the book quantity or expected variance before submission. Overdue Cycle Counts helps the coordinator resolve unfinished work. Changing the assignee does not rewrite who actually performed a submitted observation.
- Define the warehouse and bins included in the count.
- Include the relevant owner, lot, serial and physically present custody identities.
- Resolve in-flight stock work before taking the count boundary.
- Keep the first count and each requested recount as separate evidence.
ReviewRequired = trueStatusCountedRecount
Freeze the population at the right boundary
The stock snapshot is taken when the count lock becomes valid, rather than when the work was scheduled. It captures the full controlled population and its position versions. A newly discovered identity is investigated within that same locked scope.
Every stock-changing route respects the lock, including receipts, putaway, issues, transfers, returns and other adjustments. Unaffected operations outside the selected bins can continue; shared valuation-pool changes that touch locked stock must wait. A wall-to-wall physical inventory freezes the complete defined warehouse population.
An expired or compromised lock cannot authorize an adjustment from stale numbers. Inventory Manager reconciles intervening work and obtains the required fresh observation under a valid boundary. Reusing a previous count result after stock moved could otherwise turn a real receipt into a false variance.
Approval conditions
Inventory Manager: Approve StockAdjustments and count review only within explicit value authority and independently of requester, material editors and all counters for the target
Inventory Manager: Prepare Products, ProductCategories, Warehouses, Bins, UnitsOfMeasure, ProductConversions, Suppliers, ReorderRules, StockAdjustmentReasons and StockSummaries assortment changes through MasterChanges
PendingApproval
- SA-43563 PRD-3847 100 4 d
- SA-29672 PRD-4222 390 2 d
- SA-19435 PRD-9706 380 in 4 d
- SA-71685 PRD-1403 880 2 d
- SA-46584 PRD-6595 850 1 d
SA-43563
- Product
- PRD-3847
- Warehouse
- WRH-110
- Bin
- BNS-9613
- QuantityDelta
- 100
- UnitCost
- 730.55
Approval waits for the inventory manager.
Compare quantities without losing the first result
Warehouse Operator submits the physical count in stocking units with the required identity evidence. The comparison uses absolute quantity and percentage differences, so a large shortage cannot qualify merely because its signed percentage is negative.
| Finding | Review treatment |
|---|---|
| Eligible known-stock difference within every limit | May qualify for approved policy execution |
| Stock found against a zero book balance | Requires review; percentage is not invented |
| Controlled identity, held stock or active claims affected | Requires explicit investigation and review |
| Missing or stale valuation evidence | Remains unresolved before posting |
A requested recount uses an independent counter and retains the original submission. The reviewed accepted observation determines the correction, while first-count accuracy remains available for reporting. A successful adjustment cannot make the original counting error disappear from the history.
YouStatusAssignedRecount
Route the decision with its evidence
The active policy defines absolute quantity, percentage and value limits, with equality handled explicitly. Automatic adjustment is available only for the eligible low-risk combination of stock, reason and known cost. A reason that always requires approval overrides the automatic route.
Required reviews go to an independent Inventory Manager within finite authority. The requester, material editors and relevant counters cannot approve their own correction. The review binds the exact quantity, identity, cost layers, reason and policy version; a material change invalidates the decision.
Admin independently approves protected control changes. Lowering a threshold, changing an adjustment reason or altering a cost basis cannot become a shortcut around review of the transaction already waiting for a decision.
Post the correction to the stock that exists
The posting checks the current locked identity population and expected position versions again. It updates quantity and the exact carried-value effect together with their immutable movement and cost records. Unknown owned cost is not substituted with zero or an unrelated current product cost. A reviewed third-party custody correction changes quantity without inventing owned value or a unit cost.
Corrections affecting committed or picked goods must reconcile those claims and physical custody. A reduction cannot leave reservations larger than the remaining stock. Manual damage, shrinkage, expiry and found-stock requests use the same reason, evidence and authority controls as count-derived adjustments.
Physical-inventory close receives its separate independent Inventory Manager review after every line and local adjustment is resolved. Local posting and external accounting acceptance remain distinct. The accounting handoff sends eligible unexported value changes once; a closing valuation snapshot does not post the full inventory balance again.
Learn from recurring differences
Cycle Count Variance and Adjustments Requiring Approval bring exceptions to the reviewer. Cycle Count Accuracy retains its disclosed population and first-result basis. Adjustment Trend connects reasons, warehouses and source cost provenance, while Inventory Valuation reconciles the resulting owned position at its stated cutoff.
Modules
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Stock & locations
See where stock is held, who owns it and what your team can use now.
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Receiving & putaway
Record each delivery, protect its stock identity and move received goods into the right location.
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Issues & returns
Reserve the right stock, record actual consumption and trace returned goods to their original movement.
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Stock transfers
Move stock between locations while keeping quantities, ownership and in-transit value accounted for.
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Counts & adjustments
Count against a controlled stock snapshot, investigate differences and post corrections with clear authority.
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Replenishment
Give buyers a reliable shortage worklist with clear quantities, supplier context and follow-up.
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Inventory analysis
Explain inventory value, consumption, shortages and corrections from the stock evidence behind them.
Reports
All reportsInventory Valuation
Frozen StockSnapshots reconcile exact remaining owned CostLayers by Product, Category, Warehouse and cost method in the installation valuation currency. Include picked/held/damaged owned stock and source-carried in-transit stock once; third-party custody is a separate non-owned quantity disclosure. Unknown costs block a final snapshot. AccountingExports sends only unaccepted event deltas; the closing value is a control balance, never another full-value journal.
Cycle Count Accuracy
First submitted blind lines within the frozen absolute quantity and percentage tolerances divided by all completed eligible first-count lines in the count-start cohort; explicit zero/zero is accurate, positive found stock is review-required. Duplicate/recount attempts do not expand the denominator or erase the original variance. Show signed and absolute layer-valued differences, discoveries and incomplete lines separately. Any A-item accuracy target is an agreed customer policy, not a product result.
Adjustment Trend
Effective posted adjustment quantities and signed/absolute values by reason, site, posting period and original supplier/layer provenance. Trace bounded compensations once and retain original posting versus correction periods. Unknown supplier remains unknown; current primary supplier is not attributed to old layers. Standard-cost revaluations and accounting-only purchase variances are separate from physical shrinkage.
Roles and permissions
Owns inventory integrity, count coordination, stock decisions and the external accounting reconciliation.
Performs physical stock work and blind counts in currently assigned warehouses, with cost fields masked.
Related processes
Receive and put away
Confirm the delivery, establish its stock basis and put each received portion into storage.
6 stages · 1 approval
Issue and return stock
Claim eligible stock, record actual issue and resolve returns against source goods and reviewed value.
7 stages · 2 approvals
Transfer stock
Authorize a move, trace dispatched stock and reconcile every portion at its destination or source.
7 stages · 2 approvals