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.

Start form

  • 1. Product

  • 2. Stock percentage to be audited

  • 3. Amount registered in the system

  • 4. Inventory date

  • 5. Department to be audited

Stock check

  • 1. Stockman's tasks

    • Organize warehouse
    • Tag products
    • Perform manual counting
  • 2. Stockman assigned to do the manual count

  • 3. Counted quantity

  • 4. Are the system and manually counted amounts the same?

    • Yes (move card to "Close inventory")
    • No (move card to "Inventory investigation")

Inventory investigation

  • 1. System and manually counted amount gap

  • 2. Investigate gap causes (options)

    • Posting mistake
    • Shipping mistake
    • Storage mistake
    • Conference mistake
    • Other
  • 3. Describe the gap cause.

  • 4. 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)
  • 5. Once the amount is settled in the system:

    • Reprocess the resources cost
  • 6. Cost difference

Close inventory

  • 1. Inventory closing

    • Close inventory process.
    • Generate inventory log book entry.
    • Report the results to the superiors.
  • 2. Attach inventory log book.

Done

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