A stock count is entered on the floor and posted by the manager
Who is involved
| Role | What they do |
|---|---|
| Warehouse user | Counts the shelves and enters the quantities. |
| Inventory manager | Reviews the differences and posts the session. |
| Accountant | Checks the stock journal and the reconciliation card after the count is posted. |
Step by step
- Inventory manager
Opens a cycle count session with a reference such as CC-2026-01.
What they see:A Draft session on the Adjustments list and on the dashboard's Draft adjustments tile.
- Warehouse user
Adds a line for each item and location with the quantity actually counted.
What they see:Each line shows the quantity the system expected and the difference.
- Inventory manager
Opens the draft session, reviews lines with large differences and posts it.
What they see:A movement per difference, losses valued at what they cost, and the session shows Posted.
- Accountant
Opens the stock journal and the inventory against ledger card.
What they see:The count's entries and a refreshed stock value.
Who is told what
The dashboard shows draft sessions as a tile with the prompt Post to update on-hand; no message is sent. Warehouse users also hold the right to post, so this hand-over is good practice, not a lock. Posting needs a virtual location to exist.
Related
- Inventory, Purchasing & Warehousing
- A stock entry that could not post is fixed by accounting
- A storekeeper issues materials and the site manager sees the job's cost
- Freight and duty are added to the cost after the goods arrive
- Stock and purchasing feed the stock report
- Stock follows the order
- Team workflows