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Stock Count Cheatsheet

Updated: 3 hours ago

How to Product-wise Stock Count and Storage-wise Stock Count in Material Management Application


Goal 1: Storage-wise Stock Count

  1. Pause All Material Operations for the Storage Location - Send a message to all relevant teams informing them that all material operations for the specific storage location need to be paused temporarily for an inventory count.


  2. Assign a Stock Count for the Location/Storage - Manager raises a Stock Count Request for the Storage/Location to be Counted 💻


    a. Using Create New


    b. Using Bulk Upload


  1. Download Storage-wise Stock Balance - Used as reference for verification during Stock Count 💻


  1. Share Stock Count Updates - The Field User (or whoever is doing the Stock Count physically on the floor) shares a Count update through the Android/iOS App against the count activity (with image capture) by verifying against the downloaded report 📱


  1. Review Errors - Managers should regularly review errors in order to make sure no data is missed. This should be done from oldest to newest to prevent issues in stock transactions.

Goal 2: Product-wise Stock Count

  1. Pause all Material Operations for the Product - Send a message to all relevant teams informing them that all material operations for the specific product need to be paused temporarily for an inventory count.


  2. Assign a Stock Count Activity for the Product - Manager raises a Stock Count Request for the Product to be Counted 💻


    a. Using Create New (or)


    b. Using Bulk Upload

  3. Download Storage-wise Stock Balance of the Product - Used as reference for verification during Stock Count 💻


  4. Share Stock Count Updates - The Field User shares a Count update through the Android/iOS App against the count activity (with image capture) by verifying against the downloaded report 📱



  5. Review Errors -Managers should regularly review errors in order to make sure no data is missed. This should be done from oldest to newest to prevent issues in stock transactions.


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