Inventory Audit Demo

Owned by Stratawise Support
Last updated: Jan 06, 2025 by Lennon Sullivan
3 min read

Complete cycle counts and one-off inventory samples.

 

 

New Requests

Picture1.png

 

  • Red indicates required field

Picture2.png

 

  • Each drop down is customizable

 

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

 

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

 

New Request Email Example

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

 

Admin Roles have the ability to add other specific users or roles for each type of email in Workflow settings

 

  • Additional Recipients can also be added for each specific request

 

Open Requests

 

 

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

 

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

 

 

  • 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

 

Complete and Cancelled Email Examples

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

 

 

 

Admin Roles have the ability to add other specific users or roles for each type of email in Workflow settings

 

Roles

Inventory Count - Submitter

Responsible for submitting Inventory Counts.

Inventory Count - Counter

Responsible for counting Inventory Count requests.

Tenant Admin

Has access to add Users, Roles, permissions, and create / update settings for all Modules

Module Admin

Has access to add Users, Roles, permissions, and create / update settings for a specific Module

Return to Modules Page