A count above the tolerance waits for a second person
Who is involved
| Role | What they do |
|---|---|
| Warehouse user | Counts the shelves and posts the count. |
| Inventory manager | Approves the count, sends it back for a recount or rejects it. |
Step by step
- Warehouse user
Starts a count sheet for a warehouse, types what is on each shelf and presses Post.
What they see:The count does not post: it shows Waiting for approval, and the stock is unchanged.
- Inventory manager
Opens the count from the Waiting for approval tile on the Adjustments list.
What they see:Why it waits, in plain words, and the lines above the tolerance marked.
- Inventory manager
Presses Ask for a recount, writes a note and keeps the lines above the tolerance ticked to be cleared.
What they see:The count is back in progress with those lines empty.
- Warehouse user
Reads the manager's note on the sheet, counts the shelf again and posts.
What they see:If it is still above the tolerance it waits again; otherwise it posts.
- Inventory manager
Presses Approve.
What they see:The count posts: a movement per difference, valued at cost, and the session shows Posted.
Who is told what
No message is sent: the approver works from the Waiting for approval tile on the Adjustments list, and the counter sees the decision and the note on the count sheet. Nobody who opened, submitted or counted the count can decide it.
Related
- Inventory, Purchasing & Warehousing
- A low-stock alert becomes a purchase order
- A purchase order above the limit is approved before it is sent
- A purchase order goes through a multi-step approval chain
- Awards become purchase orders and receipts rate the supplier
- Low stock reaches the right people
- Team workflows