Inventory
Compare supplied stock records, movements, and orders to prepare inventory exceptions and replenishment questions.
Start a workspace
Inventory controllers, warehouse operations, and purchasing teams
From the first document to the final review.
OpenTeam prepares inventory exception pack and supporting working documents with source references and unresolved questions for the responsible team.
Collect the source records
Organize the authorized inventory snapshots, stock movements, open orders, and count records by source, owner, and date.
Prepare the working pack
Reconcile identifiers, units, dates, and recorded quantities; flag count discrepancies and potential shortages using the supplied planning rules.
Resolve gaps and exceptions
List missing information, conflicting records, assumptions, and next actions with a named review owner.
Review and complete
Have the responsible team verify the working pack and approve any external action under its selected approval mode.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Inventory exception pack
- Stock discrepancy register
- Replenishment questions