Inventory Stocktake

Controlled count, variance, recount and approval workflow

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Professional Stocktake Workflow

Open a controlled count session, scan or manually count, classify variances, trigger recounts, require witness/manager approval, then close with report preview.

Session Status

Draft session

No active count locked in mode.

1. Start Stocktake Session

Stocktake Type

Location

Assigned Staff

Second Counter / Witness

Expected Items

Expected Retail Value

Reason / Scope Note

2. Count Entry

Count Method

Scan / Enter SKU

Quick Condition

SKU	Expected Location	Scanned Location	Expected	Counted	Variance	Status	Actions

3. Variance Workflow

Variance	Risk	Action	Approval

4. Close Checklist

Report preview will appear here.

Stocktake Execution Controls

Count Lock Rule

Evidence Requirement

Variance Action

Close Permission

Stocktake Close & Correction Controls

Scan Queue Mode

Variance Approval

Witness / Second Counter

Close Action

Correction Task Preview