Solution: Record each receipt, transfer and issue with its source document.
Expected result: Movement history explains the balance.
A branch promises unavailable goods
Solution: Review the relevant warehouse quantity before confirming delivery.
Expected result: Sales commitments use the correct location's stock.
Quantity and value reports disagree
Solution: Reconcile opening balances, units and costing setup with accounting.
Expected result: Differences can be traced and investigated.
Understand the workflow
Receive → Store → Transfer → Issue → Reconcile → Value
Illustrative business workflow. Confirm actual screens and configuration in a demo.
Warehouse management
Organize stock by warehouse and review available quantities before receiving, transferring or issuing goods.
Stock movements
Follow receipts, issues and transfers so your team can explain changes in stock balances. Discuss lot and serial tracking for your products.
Stock valuation
Review stock quantities alongside their value and discuss how inventory costing should connect to accounting.
Common mistakes to avoid
Mixing cartons and individual pieces.
Prevention: Agree one product unit structure and verify conversions.
Moving goods before recording the transfer.
Prevention: Record both locations and actual quantities when stock moves.
Importing opening stock without checking quantity and value.
Prevention: Reconcile opening quantities and values against approved records before importing.
Work through a complete example
Use these illustrative cases to evaluate the workflow with the demonstration team. Confirm the available screens, controls and configuration for your scope.
Follow the quantities and amounts
Start with 100 units in Warehouse A. Transfer 30 to B and issue 20 from A: the recorded balances are A=50 and B=30. If a physical count finds only 28 in B, the two-unit difference needs investigation. Do not silently overwrite 30; retain the count evidence and the approved correction.
Read the visual: compare each document or stage separately, then follow the reconciliation shown beside it.
THE EXAMPLE AT A GLANCE
Stock after transfer and issue
50Warehouse A
30Warehouse B
100 received − 20 issued = 80 total
Warehouse B count review
30Recorded
28Counted
2Investigate
Retain count evidence before approving a correction
Illustrative figures; confirm the agreed business rules. Monetary examples exclude tax and other adjustments.
Documents and team handovers
01
Product and location setup
Agree product codes, units, warehouses and any bin, lot or serial requirements before importing stock.
02
Movement evidence
Identify the source and destination of transfers and retain references for receipts, issues and returns.
03
Count and reconciliation
Set a count cutoff, compare counted and recorded quantities and review movements around the cutoff before approving an adjustment.
When the normal process changes
Case 1: Goods are in transit
Problem / consequence
Both branches may count the same shipment or neither may recognize it.
→
Correction / prevention
Agree who owns the transfer at each stage and demonstrate dispatch, transit and receipt handling.
Case 2: A return is damaged
Problem / consequence
The on-hand total may include goods that cannot be sold.
→
Correction / prevention
Record condition and separate usable, inspection and damaged quantities according to the agreed warehouse process.
Case 3: A movement is entered late
Problem / consequence
A correct physical count can look wrong when earlier movements are missing.
→
Correction / prevention
Check document dates and cutoff evidence, then review the authorized correction and its quantity and valuation effects.
Responsibilities, reports and controls
Warehouse responsibility
Name who records movements, who counts and who approves differences.
Availability review
Distinguish physical on-hand stock from stock available to promise; confirm reservations and inspection handling.
Valuation review
Reconcile quantities and values by the same cutoff. Confirm costing methods and the treatment of transfers, returns and adjustments.
Ask to see these cases in your demo
Trace the example to A=50 and B=30, total 80 before any count correction.
Investigate the two-unit count difference and show its approval history.
Demonstrate a unit conversion and explain available versus on-hand quantities.
Agree the results and any limitations in the implementation scope before launch.
Prepare a useful demonstration
Bring these examples
Bring a product list, warehouse list, stock count and examples of units used.
Outputs to review
Discuss warehouse balances, movement history and stock valuation reports.
Confirm the scope
Confirm lot/serial requirements, costing methods and any stock reservation rules during the demo.
