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Complete cycle counts and one-off inventory samples.

Read more on our website: https://strataflows.com/cycle-count/

Table of Contents
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New Requests

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  • Red indicates required field

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  • Each drop down is customizable

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  • Material specific details are auto populated based on lookups connected to Client master data

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  • Users can enter comments that may assist the auditor or provide additional details for the request

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New Request Email Example

  • Each new request will generate a confirmation email to the requester

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  • Admin Note: Other specific people or roles can also be configured in Workflow settings to receive emails when requests are submitted

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  • Additional Recipients can also be added for each specific request

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Open Requests

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  • System Inventory will auto populate based on lookups connected to Client master data

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  • For the demo Module this field is manually entered so users can experiment with different scenarios 

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  • Once Physical Counts / Comments are added, users have the option to: 

    • Complete request

    • Cancel request

    • Save until later

  • If Cancelled, users will be required to provide the reason / details

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Complete and Cancelled Email Examples

  • Each time a request enters a different state, such as CompleteCancelled, Workflow notifications will be sent to the requester and other assigned recipients

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Roles

Inventory Count - Submitter

Responsible for submitting Inventory Counts.

Inventory Count - Counter

Responsible for counting Inventory Count requests.

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