Manage Stock Checks

The Manage Stock Checks page allows users to create and edit Stock Check Reminders, which determine the frequency, scope, and visibility of Stock Check record creation.

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Permissions

To view and manage stock checks, the user account requires specific permissions:

• View Inventory Management: Allows access to the Manage Stock Checks page.
• Edit Inventory Management: Enables creating and editing Stock Check Reminders.

Permissions are assigned to user accounts in Salesforce under the Employee Permissions field. Refer to Employee Permissions for more information.

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Creating a Stock Check Reminder

To create a new Stock Check Reminder:

1. Click the Create Check button.

2. Configure the following details:

   • Check Basis: Choose between Category (multi-picklist of inventory categories) or Select Items (filter and select specific inventory items by site and location).
   • Sites & Location: Assign to multiple sites, but only one location per reminder.
   • Frequency (Days): Define how often new Stock Check records are created. When a Stock Check Reminder is added, the first Stock Check record is created. Future checks are generated on the Due Date of the existing check.
   • Stock Level Visibility: Choose between Visible (pre-populated expected quantities) or Blind (no pre-populated values, expected columns hidden).

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What Happens After a Stock Check Reminder Is Created?

Once a Stock Check Reminder is set up, the system automates the generation and tracking of Stock Check Records, simplifying inventory monitoring and ensuring consistent accountability.

Initial Stock Check Record

When a reminder is created:

• An initial Stock Check Record is generated for the specified sites and location.
• The Due Date is set based on the start date and the frequency defined in the reminder.

Ongoing Stock Check Records

On the Due Date of an existing Stock Check:

1. A new Stock Check Record is automatically created for the next scheduled check.
2. The Next Check Date field in the reminder updates to reflect the upcoming occurrence.
3. The previous Stock Check remains available for review and completion.

This process continues based on the frequency defined in the reminder, ensuring that Stock Checks occur at regular intervals without manual intervention.

Managing Generated Stock Check Records

Generated records are displayed in the Inventory Reconciliation page, where they can be:

• Completed: Once the Stock Check is performed and discrepancies are resolved.
• Reviewed: Past Stock Checks remain accessible for audit or historical reference.
• Updated: Records in progress can be paused, resumed, or cancelled.

Tip

It’s important to complete or resolve existing Stock Check Records before their Due Date to maintain accurate inventory flow and prevent overlapping checks.

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Understanding Stock Checks

Stock Checks are essential for maintaining accurate inventory records by comparing actual stock levels against recorded values. They help ensure data integrity, minimize discrepancies, and identify potential issues in inventory management.

Benefits of Regular Stock Checks

• Inventory Accuracy: Verifies actual quantities, reducing errors in reporting and improving decision-making.
• Loss Prevention: Identifies discrepancies to pinpoint causes of loss, such as theft or spoilage.
• Optimized Replenishment: Enables better forecasting to prevent overstocking or stockouts.
• Compliance: Supports adherence to regulatory standards in industries requiring strict inventory documentation.

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Manage Stock Checks Table

The Manage Stock Checks table displays the following information for each Stock Check Reminder:

Reminder Name	Reminder Sites	Reminder Location	Last Check Date	Next Check Date	Repeats (Days)	Clone Reminder	Edit Reminder	Delete Reminder
String	String	String	Date	Date	Number	Action Button	Action Button	Action Button

Action Buttons

Clone Reminder

Clicking the Clone Reminder button duplicates the selected Stock Check Reminder and creates a corresponding Stock Check record.

Edit Reminder

The Edit Reminder button opens the selected reminder for modification.

Delete Reminder

The Delete Reminder button prompts for confirmation to delete the reminder. Existing Stock Check records created by this reminder will not be deleted.

Note

Stock Check Reminders automate the creation of future Stock Checks, but adjustments to reminders do not retroactively affect already created Stock Checks.

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Navigating Back

To return to the Inventory Management page:

• Click on the Inventory Management breadcrumb at the top of the page.
• Open the Inventory Menu using the sidebar and select the Inventory Management option.

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Related Pages

Inventory Management Manage inventory operations and settings.

Inventory Reconciliation View and perform Stock Checks.