1. Business Scenario Example

Warehouses may experience discrepancies between actual Inventory and recorded Inventory due to high item volumes, frequent movements, measurement errors, poor management, or natural loss. To ensure Inventory accuracy, perform regular Inventory Checks to identify causes and adjust recorded quantities. Use an Inventory Check Sheet to reconcile discrepancies.

2. Configure Inventory Check Product Source

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• Go to Inventory Management and set the product source for Inventory Check. Options: Inventory, Products.
• Inventory: You can only check Products that have Inventory records in the selected Warehouse. If there is no Inventory record, you cannot include the Product in the check. For Products that use batch numbers or serial numbers, perform separate checks per batch/serial.
• Products: You can include any Product in the check regardless of whether the Warehouse has an Inventory record. You may also include batch/serial-tracked Products.

3. Create an Inventory Check Sheet

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• In CRM, go to Inventory Check Sheet to open the Inventory Check Sheet list page.
• Click the New button in the upper right to create a new Inventory Check Sheet.

3.1 Create Inventory Check Sheet — Open Count (Visible Mode)

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• If you select a preset Record Type for the check that corresponds to Open Count, the page shows the system-recorded quantity and the Inventory Gain / Inventory Loss quantities.
• First select the Warehouse to be checked, then select Products to include. The selectable Products come from Inventory records in the selected Warehouse. You can define the Inventory Check product field at CRM Management → Field Management → Inventory Check Sheet Product Field.
• Inventory Check Products: Data comes from Products with Inventory balances in the selected Warehouse, and the Product status must be “Listed”. After selecting Products, the system displays the recorded Inventory quantity. The checker enters the physically counted quantity, and the system automatically calculates the variance.
• Fixed approval process: You can create an approval process in Approval Flow Management. Creating an Inventory Check Sheet can automatically trigger the approval flow and execute it. See Approval Flow Management.
• Note: Inventory Check Sheets may be referenced by related records regardless of approval status. Once approved, an Inventory Check Sheet cannot be edited or withdrawn, and it supports printing.

3.2 Create Inventory Check Sheet — Blind Count (Hidden Mode)

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• If you select a Record Type corresponding to Blind Count, the page hides the system-recorded quantity and the Inventory Gain / Inventory Loss quantities.
• All other logic is the same as Open Count.

4. Create Inventory Gain Inbound Order

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• After an Inventory Check Sheet is confirmed, for Products where the counted quantity exceeds the system quantity, click Generate Inventory Gain Inbound Order on the Inventory Check Sheet detail page to create an Inbound Order for the checked Warehouse. This increases Inventory so the adjusted system quantity matches the counted quantity.

5. Create Inventory Loss Outbound Order

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• After an Inventory Check Sheet is confirmed, for Products where the counted quantity is less than the system quantity, click Generate Inventory Loss Outbound Order on the Inventory Check Sheet detail page to create an Outbound Order for the checked Warehouse. This reduces Inventory so the adjusted system quantity matches the counted quantity.

6. Auto-generate Inventory Gain Inbound and Inventory Loss Outbound Orders

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• An administrator can enable automatic generation of Inventory Gain Inbound Orders and Inventory Loss Outbound Orders after Inventory Check Sheet confirmation at Inventory Management → Basic Settings → Post-check Inventory Adjustment.