What good looks like
On-hand, reserved, available, reorder, and exception information reflects the physical operation.
Have these details ready
- Items, units, and warehouses are configured
- A counting or exception-review schedule
- Authority to adjust stock with a reason
Run the workflow
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Review the operations queue
Start with low-stock, negative, stale transfer, reservation, and job-readiness exceptions rather than scanning every item equally.
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Confirm item and location
Verify SKU, unit of measure, warehouse or truck, bin, serial/batch requirements, and whether quantity is reserved.
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Count physical stock
Use a controlled count and keep picked, staged, damaged, returned, and unreceived stock separate.
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Record supported corrections
Enter the approved adjustment, transfer, receipt, return, or reservation release with quantity, reason, and evidence. Do not overwrite history to make totals match.
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Tune replenishment
Review reorder level, preferred vendor, lead time, min/max, and forecast after material usage or demand changes.
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Recheck affected work
Confirm jobs and purchase recommendations now show the correct readiness status.
Check your work
Do not call the workflow complete until these statements are true.
- Physical and system quantity differences are explained
- Negative and stale exceptions have owners
- Job reservations and reorder signals use the corrected data
If something does not look right
Stock is in the wrong location
Use a transfer or location correction with history instead of adjusting one side only.
A serial or batch item is missing
Investigate traceability and receiving/issue records before making a generic quantity adjustment.