Stocktake Workflow
Stock changes only when a manager signs off the count
Your team counts on the floor with a phone and a scanner. Flōware works out what's short or over. Stock stays as it was until a manager reviews the count and completes it.
A count you can trust before stock changes
Counters record what's on the shelf. A manager sees every shortage and surplus before any stock figure moves.
- Count with a scanner, not a clipboard
- Each scan adds one to the right line. Counters can note damage or theft on the line as they count.
- Counters write down what's really there
- Turn on a blind count and counters don't see the expected figure. They record the shelf, not the system's number.
- Only a manager can sign off a count
- Floor staff can record counts. Only a manager can start, complete or cancel a stocktake.
- Count one zone without closing the warehouse
- Count one location or a few products at a time. The rest of the warehouse keeps working.
Big differences need a reason before stock changes
This is what your manager sees once the count is in. The lines that don't match the shelf are listed first.
- See what's short or over at a glance
- The top of the review counts the shortages, the surpluses and the lines that match. This count has one shortage, one surplus and four matches.
- Counts out by more than your limit need a reason
- Some lines are out by more than the margin set for your business. Here that margin is 5 units. Each of those lines needs a reason before the count can be completed.
- One step updates stock
- Complete adjusts stock for every difference at once. Each adjustment links back to the line it came from.
What stops happening after a count
Flōware works out every difference. Stock is adjusted when the manager completes the count.
- Walking the aisles with a printed list and a pen
- Typing counts into a spreadsheet and working out the differences
- Counters writing down the number they expect to see
- Correcting stock one adjustment at a time after the count
For any business that counts its stock regularly, most of all where floor staff count and a manager signs off.
More in Inventory
Get straight answers about your own business.
Why did margin drop? Where did the stock go? Which customers are slipping away? We show you where those answers would come from. We also tell you what Flōware would cost.