Cycle Counting and Inventory Audit Workflow

Start of the Workflow/Process.

Retrieve all active items from the Inventory Data Model to identify which items are due for a count.

Initialize a new Audit Session entry that links specific warehouse locations and timestamps to the audit.

Generate a task for Warehouse Staff to perform the physical count of items in the assigned zone.

Attach a checklist to the task containing steps like 'Verify SKU', 'Check Expiry', and 'Inspect Packaging Condition'.

Record the quantity found during the physical count into the Audit Entry data model.

Fetch the expected quantities from the Inventory Master Data Model to compare against the physical count.

Subtract the Physical Count value from the System Quantity value to determine the discrepancy (Variance = System - Physical).

Calculate the severity of the error by dividing the Variance by the System Quantity.

Sum the monetary value of all discrepancies found during the audit session to assess financial impact.

Update the main Inventory Data Model with the new verified quantities to ensure records match reality.

Create a high-priority task for the Inventory Manager if the variance exceeds a predefined threshold.

Send an automated email to the Finance Department summarizing the total loss or gain detected during the audit.

Create a final PDF/Sheet report containing the audit session details, variances, and the 'Authorized' status for record keeping.

Delete temporary/draft counting entries once the final audit session is reconciled and closed.

End of the Workflow/Process.