1. Business Use Case Examples

Warehouses may experience discrepancies between physical inventory counts and system records due to factors such as high product volumes, frequent inbound/outbound transactions, measurement errors, operational inefficiencies, or natural loss. To ensure system records match actual inventory, periodic stock audits are necessary to identify discrepancies and adjust system quantities accordingly. The “Inventory Check Sheet” feature is designed to address such mismatches.

2. Configuring Product Sources for Inventory Checks

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• Navigate to Inventory Management to configure product sources for inventory checks. Options include:

  • Inventory: Only products with existing stock records in the selected Warehouse can be audited. Products without inventory records cannot be checked. For items with batch/serial numbers enabled, separate checks are required.

  • Products: Audit any product regardless of current Warehouse stock status. Batch/serialized products can be checked simultaneously.

3. Creating an Inventory Check Sheet

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• In CRM, select Inventory Check Sheet to access the list view.

• Click New in the upper-right corner to create a check sheet.

3.1 Open Inventory Check

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• When selecting a predefined Record Type, the system operates in Open Check mode, displaying:

  • System-recorded quantities

  • Calculated Inventory Gain/Loss

• Workflow:

  1. Select the target Warehouse.

  2. Choose products to audit (limited to stocked items with “Active” status in the selected Warehouse).

  3. The system auto-populates current stock levels; manually enter physical counts to trigger variance calculations.

• Custom Fields: Configure product-specific fields via CRM Settings > Field Management > Inventory Check Sheet Products.

• Approval Workflows: Predefined workflows (setup via Approval Flow Management) auto-trigger upon submission.

• Notes:

  • Check sheets can be referenced regardless of approval status.

  • Approved sheets become read-only and support printing.

3.2 Blind Inventory Check

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• Selecting a Blind Check Record Type hides system quantities and variance calculations during auditing.

• All other logic aligns with Open Check mode.

4. Generating Inventory Gain Inbound Orders

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• For approved check sheets where physical counts exceed system records:

  • Click Generate Inventory Gain Inbound Order on the detail page.

  • The system creates an Inbound Order for the target Warehouse, increasing stock to match audited quantities.

5. Generating Inventory Loss Outbound Orders

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• For approved check sheets where physical counts are below system records:

  • Click Generate Inventory Loss Outbound Order on the detail page.

  • The system creates an Outbound Order for the target Warehouse, reducing stock to match audited quantities.

6. Automated Variance Adjustment

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• Admins can enable auto-generation of adjustment orders via:
  Inventory Management > Basic Settings > Post-Check Stock Adjustment

  • Options: Auto-create Inventory Gain Inbound Orders and/or Inventory Loss Outbound Orders upon sheet approval.