Count and review

Step by step

1. Prepare Stock Request Inventory Coordinator

   Inventory Coordinator records the requested scope and keeps the request in Draft until item and location are checked.

   • Defines count scope
   • Updates Stock requests, Stock items, Storage locations

2. Record Blind Count Cycle Count Operations

   Cycle Count Operations enters the zone, counted date and physical units in a count session under the request.

   • Captures physical units
   • Updates Count sessions

3. Submit Count Session Inventory Coordinator

   Inventory Coordinator adds recount units or evidence as needed and moves the session from Draft to Submitted.

   • Presents evidence
   • Updates Count sessions, Record attachments

4. Decide Variance Inventory Reviewer

   Inventory Reviewer examines the current source revision and records Approve, Reject or Return with a reason.

   • Records independent decision
   • Updates Review decisions, Count sessions
   ApprovalA person approves before the work moves on.

5. Record Stock Effect Warehouse Operator

   Warehouse Operator records any authorized signed stock movement under the parent request.

   • Posts approved signed effect
   • Updates Stock movements, Stock requests

6. Reconcile Outcome Inventory Reviewer

   Inventory Reviewer checks the receipt and effect references before Program Manager closes the session.

   • Checks linked outcome
   • Updates Operation receipts, Count sessions

Cycle Count Operations

Counts; Inventory Coordinator prepares and submits; Inventory Reviewer decides; Warehouse Operator records stock effects; Program Manager checks closeout.