Complete cycle counts and one-off inventory samples.

New Requests

Red indicates required field

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

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

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