Comparison of recorded and physical inventories in Boost.space Warehouse management system
Inventory allows you to check and compare stock items in the Warehouses addonOne of the addons of the Boost.space system. With this addon, you can easily manage your business warehouses and inventory. with the actual quantity of stock itemsItems are rows in records (order/request/invoice/purchase...) in the warehouses.
The inventory can be company-wide for all warehouses at once, or it can be targeted according to:
- Warehouse – for which specific warehouse the inventory is prepared
- Type – filtering by stock itemItems are rows in records (order/request/invoice/purchase...) type
Inventory process
The inventory can be started by the OwnerIn Boost.space, an Owner is a role within a space that grants comprehensive control over that space. Owners can manage members, managers, and other owners, view and manage records, edit space settings—including status lists and labels—and have the authority to delete the entire space. or the Warehouse ManagerIn Boost.space, a Manager is a role within a space that allows an individual to manage members and other managers, view and manage records, and modify space settings, such as status lists and labels.. After creating an inventory and pressing the “retrieve items from warehouse” button, the warehouse items corresponding to the filtering set are displayed. Each stock item has its current quantity in the Boost.space systemA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow!, which is compared with the actual stock levels found in the inventory.
For each stock item in the inventory, one of three states can occur:
- quantity in system = quantity in stock → ideal state that does not require further action;
- quantity in the system > quantity in stock → stock item is missing in the warehouse, a receipt is automatically created to which you can add a comment;
- quantity in the system < quantity in stock → stock item in stock is overstocked, a receipt is automatically created to which a comment can be added.
Closed dispatches, receipts, and transfers
To maintain order in the warehouse system, dispatches, receipts, and transfers with a date before the inventory are locked after the completion of the inventory, and it is also possible to create receipts, dispatches, and transfers only with a later date than the inventory.