Start with the movements behind the stock balance
Reliable stock balances depend on consistent records of receiving, transfers, issues and adjustments. We work with your team to identify where information is captured, who checks it and how exceptions are resolved.
- Stock records spread across spreadsheets or locations
- Unclear transaction history when balances differ
- Manual handovers between sales, purchasing and the warehouse
A connected inventory workflow
Items & locations
Define item codes, units, storage locations and the reference information your staff use every day.
Movements & controls
Plan receiving, issuing, transfers, stocktakes and adjustments with appropriate permissions and review steps.
Visibility & reporting
Discuss balances, movement history, costing requirements and the reports needed for replenishment decisions.
A delivered inventory project
Inventory & Mobile Stocktaking
Inventory management with stock balance calculation, barcode scanning and a mobile application for physical stocktaking.
Connect stock to the rest of the business
Inventory can connect to sales, purchasing, accounting or another business application. Barcode scanners, batch tracking and other operational features can be assessed where they are relevant to your workflow.
Before implementation, agree the item master, opening balances, responsibility for data preparation and how transaction totals will be reconciled.
Prepare a representative example
- An item moving from purchase and receiving to sale and delivery
- Your current stock report and an example of an adjustment
- Warehouse locations, transaction volume and equipment in use