Stock inventory audit
Template
Pipefy’s Stock Inventory Audit Template is designed to manage an inventory, comparing whether a product amount in the system is the same as the one in the manual count.
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Template structure
See how this template is structured. As this is just an example, you can customize it.
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- Product
- Stock percentage to be audited
- Amount registered in the system
- Inventory date
- Department to be audited
Stock check
- Stockman’s tasks
- Organize warehouse
- Tag products
- Perform manual counting
- Stockman assigned to do the manual count
- Counted quantity
- Are the system and manually counted amounts the same?
- Yes (move card to “Close inventory”)
- No (move card to “Inventory investigation”)
Inventory investigation
- System and manually counted amount gap
- Investigate gap causes (options)
- Posting mistake
- Shipping mistake
- Storage mistake
- Conference mistake
- Other
- Describe the gap cause.
- Does the manual count show a greater number of resources?
- Yes (open an input request in the system)
- No, the amount is smaller (create an output request in the system)
- Once the amount is settled in the system:
- Reprocess the resources cost
- Cost difference
Close inventory
- Inventory closing
- Close inventory process.
- Generate inventory log book entry.
- Report the results to the superiors.
- Attach inventory log book.
Done
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