1. Business Scenario Example

Channel distributors’ Warehouses may experience discrepancies between actual Inventory and ledger Inventory due to large product volumes, frequent Inbound/Outbound operations, measurement errors, poor management, or natural loss. To reconcile ledger with physical stock, perform regular Inventory Checks to identify causes and adjust ledger quantities. Use the channel Inventory Check Sheet to handle discrepancies.

2. Configure Channel Inventory Check Product Source

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• Go to Inventory Management and set the product source for Inventory Check Sheets. Options: Inventory, Products.
• Inventory: You can only check Products that have corresponding Inventory records in the channel Warehouse. If there’s no Inventory record, the Product cannot be checked. For Products with batch/serial number tracking enabled, count each batch/serial separately.
• Products: You can check any Product, regardless of whether the channel Warehouse has an Inventory record. You can also include Products that have batch/serial number tracking enabled.

3. Create a New Channel Inventory Check Sheet

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• In CRM, search for and open Channel Inventory Check Sheet to access the Inventory Check Sheet list.
• Click the New button in the top-right corner to create a new Channel Inventory Check Sheet.

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• Inventory to check: First select the channel Warehouse to be counted, then select the Products to count. The product selection is limited to Products that have Inventory quantity in the selected Warehouse. You can define the Inventory Check product field under CRM Management → Field Management → Inventory Check Sheet Product Field.
• Inventory Check Products: Data comes from Products that have Inventory quantity in the selected Warehouse, and the Product status must be “Listed”. After selecting Products to check, the system shows the currently recorded Inventory quantity; the counter enters the actual counted quantity, and the system automatically calculates the variance.
• Fixed approval flow: Create approval flows in Approval Flow Management. When a new Inventory Check Sheet is created, the configured approval flow can be triggered automatically. See Approval Flow Management for details: Approval Flow Management
• Note: Channel Inventory Check Sheets can be referenced by related objects regardless of approval status. Once approved, a Channel Inventory Check Sheet cannot be edited or withdrawn, and it supports printing.

4. Generate Inventory Gain Inbound Order

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• After a Channel Inventory Check Sheet is confirmed, for Products where the checked quantity is greater than the system Inventory quantity, click Generate Inventory Gain Inbound Order on the Inventory Check Sheet detail page. This creates a channel Inbound Order for the checked Warehouse, increases the corresponding channel Inventory, and aligns the system Inventory with the counted quantity.

5. Generate Inventory Loss Outbound Order

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• Generate Inventory Loss Outbound Order: After a Channel Inventory Check Sheet is confirmed, for Products where the checked quantity is less than the system Inventory quantity, click Generate Inventory Loss Outbound Order on the Inventory Check Sheet detail page. This creates a channel Outbound Order for the checked Warehouse, deducts the appropriate Inventory, and aligns the system Inventory with the counted quantity.