1. Business Use Case Examples

In a distributor’s warehouse, discrepancies between actual inventory and book inventory may occur due to factors such as high product volume, frequent inbound/outbound activities, measurement errors, poor management, or natural wastage. To ensure book-to-physical alignment, periodic inventory checks are necessary to identify causes and adjust book quantities. The “Distributor Inventory Check Sheet” can be used to address such discrepancies.

2. Configuring Product Sources for Distributor Inventory Checks

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• Navigate to Inventory Management and configure the source of products for inventory checks. Options include:
  • Inventory: Only products with existing inventory records in the distributor’s warehouse can be checked. Products without inventory records cannot be included. For products with batch/serial numbers enabled, separate checks are required.
  • Products: Any product can be checked, regardless of whether it has inventory records in the warehouse. Products with batch/serial numbers enabled can also be checked simultaneously.

3. Creating a Distributor Inventory Check Sheet

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• In the CRM, search for and click Distributor Inventory Check Sheet to access the list page.
• Click the New button in the upper-right corner to create a new check sheet.

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• Inventory Check:
  • Select the target distributor warehouse and then the products to be checked. The product selection is limited to those with existing inventory in the selected warehouse.
  • Custom fields for inventory check sheets can be defined under CRM Management > Field Management > Inventory Check Sheet Product Fields.
• Product Check:
  • Data is sourced from products with inventory in the selected warehouse, and the product status must be “Active.”
  • After selecting products, the system displays the current book quantity. The checker inputs the actual counted quantity, and the system automatically calculates the variance.
• Approval Workflow:
  • Create approval workflows in Approval Workflow Management. Inventory check sheets can automatically trigger and execute workflows upon creation. For details, refer to Approval Workflow Management.
• Notes:
  • Distributor inventory check sheets can be referenced by related objects, regardless of approval status.
  • Once approved, check sheets cannot be modified or withdrawn and support printing.

4. Generating an Inventory Gain Inbound Order

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• After confirming the distributor inventory check sheet, click Generate Inventory Gain Inbound Order on the details page for products where the counted quantity exceeds the system quantity.
• This generates a distributor inbound order for the target warehouse, increasing inventory to match the counted quantity.

5. Generating an Inventory Loss Outbound Order

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• After confirming the distributor inventory check sheet, click Generate Inventory Loss Outbound Order on the details page for products where the counted quantity is less than the system quantity.
• This generates a distributor outbound order for the target warehouse, reducing inventory to match the counted quantity.