Count to adjust
Plan a controlled count, review the difference and reconcile stock with a traceable correction.
6 stages · 2 approvals
Roles and responsibilities
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Step 1Plan
Count NumberWarehouseZoneScheduled DateStorage
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Step 2Count
Cycle CountProductBinLot Number
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Step 3Variance
Adjustment NumberProductWarehouseBin
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Step 4Approve
Adjustment NumberProductWarehouseBin
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Step 6Close
Count NumberWarehouseZoneScheduled DateStorage
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Plan
Inventory Manager defines the warehouse or bin population, count window and assigned people. The lock begins after in-flight work is reconciled, then captures complete identities and position versions. Scheduling alone does not freeze book quantities. Physical inventory requires the defined freeze. Physically away transit stays outside floor counts and accuracy, with separate transfer-evidence and value reconciliation.
Count
Warehouse Operator records assigned blind observations in stocking units with the required lot, serial and owner evidence. Book quantity and variance remain hidden until submission. A requested recount uses a different actual counter and retains the first observation; discovered stock is added only as an explicit reviewed identity.
Variance
Inventory Manager investigates the comparison and confirms the protected cost basis. Absolute quantity, percentage and value tests apply together. Found stock against a zero book balance requires review rather than a fabricated percentage. Existing claims, holds, serials, ownership and the current locked population determine the required route.
Approval required
Approve
An independent Inventory Manager approves, requests recount or rejects the exact correction within finite authority, excluding its requester, material editors and counters. Eligible low-risk differences may qualify under the approved automatic policy; that path records policy execution with no fabricated human signer.
Adjust
Inventory Manager oversees the guarded correction against the accepted observation and current locked stock. The action checks scope and position versions again, then commits quantity, exact layer value and immutable movement evidence together. Claims must remain reconciled, and a retry cannot post the difference twice.
Approval required
Close
An independent Inventory Manager reviews physical inventory after all lines and local adjustments are resolved. Cycle-count work closes when its required outcomes are complete. Controlled lock release follows reconciliation; external accounting acceptance remains separate from local count completion.
Approvals and exception handling
2 approvals required in this process
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Approve
Inventory Manager signs when review is required · adjust waits
ApprovalDecisions, StockAdjustments -
Close
Inventory Manager signs for physical-inventory close · closes the process
CycleCounts, PhysicalInventories, CountLocks - Automatic execution requires every configured inclusive limit, eligible existing unreserved owned available stored nonserial stock, known cost and a reason permitting it.
- Found, identity-changingHeld, third-party or committed stock needs human review; approval cannot orphan a reservation or substitute title evidence.
- An accepted recount may confirm a real large differenceIt still follows the applicable approval route.
- All stock-changing paths respect the lockIncluding status, ownership and cost-pool effects from operations in other bins.
- Expired or stale locks require controlled recoveryFresh observations; stock does not silently resume under an obsolete count.
- The first submitted result remains the accuracy-reporting basis after correction, preserving evidence of recurring count problems.
- Physical-close snapshots reconcile inventory control; only eligible unexported value deltas enter the separate accounting handoff.
When the process needs attention
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variance
Count
Book quantity and variance remain hidden until submission.
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hold
Variance
Existing claims, holds, serials, ownership and the current locked population determine the required route.
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reject
Approve
An independent Inventory Manager approves, requests recount or rejects the exact correction within finite authority, excluding its requester, material editors and counters.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Plan | CycleCountsPhysicalInventoriesCountLocks | Define and freeze the count population |
| 2 Count | CycleCountLinesPhysicalInventoryLinesCountObservations | Preserve blind first and recount evidence |
| 3 Variance | StockAdjustmentsCostLayersInventoryPolicies | Establish the difference and review route |
| 4 Approve | ApprovalDecisionsStockAdjustments | Decide required corrections or record policy qualification |
| 5 Adjust | StockEventsStockMovementsCostAllocations | Post the accepted stock and value correction once |
| 6 Close | CycleCountsPhysicalInventoriesCountLocks | Review physical close and release resolved scope |
Process reports
All reportsCycle 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.
Stockout Report
Stocked active product/warehouse days at the declared local end-of-day cutoff with eligible QuantityAvailable at or below zero divided by all completely observed stocked active product/warehouse days. Never-received products participate through StockSummaries. Missing daily snapshots are reported as incomplete coverage and excluded from both numerator and denominator, not treated as in-stock days. It measures sampled daily availability, not continuous intraday service level.
Expiry Report
Exact remaining lot/serial positions and layer values as of cutoff, split by owner/status and disjoint days-to-expiry buckets: expired, 0–7, 8–30, 31–90 and over90; no-expiry/unknown-expiry positions remain separately visible. Use the warehouse-local expiry cutoff; same-day expiration policy is explicit. Returns and later receipts preserve established expiry. Value at risk includes only owned stock; alerts and FEFO guidance do not prove a markdown, sale or quality disposition.
Run by an agent
Agent support
An assistant cannot bypass a required human review, a current count lock, a valid demand claim or actual physical evidence. It cannot turn an incoming order message into a dispatch, a warehouse label into ownership, or a provider acknowledgment into accounting acceptance. Eligible automatic corrections require the independently activated policy and every stated condition; they do not inherit invented human approval from the assistant.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› count to adjust · plan on CycleCounts, PhysicalInventories, CountLocks
✓ Inventory Manager defines the warehouse or bin population, count window and assigned people.
› count to adjust · count on CycleCountLines, PhysicalInventoryLines, CountObservations
✓ Warehouse Operator records assigned blind observations in stocking units with the required lot, serial and owner evidence.
› count to adjust · variance on StockAdjustments, CostLayers, InventoryPolicies
✓ Inventory Manager investigates the comparison and confirms the protected cost basis.
› count to adjust · approve on ApprovalDecisions, StockAdjustments
⏸ approval when review is required · waiting for the inventory manager
# 2 more stages after approval: adjust, close
Other processes
4 moreReceive 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
Replenish stock
Turn current stock shortages into a clear purchasing worklist without losing the basis of each recommendation.
6 stages · 0 approvals