Give each sellable unit one identity
Record a stable SKU, description, unit of measure and variant attributes.
Read this step →Operations / a practical field guide
Reconcile stock before automating it
A small-team playbook for stock records, reservations, cycle counts and reliable order handoffs.
Start with the decisions that matter
Define the stock states
Separate physical on-hand, allocated, unavailable and available-to-sell quantities.
Read this step →Make every movement explainable
Capture receipts, picks, returns and adjustments with a reference, quantity, time and responsible person.
Read this step →A concrete example
A shelf holds 80 units, 12 are reserved and 3 are damaged. Under a simple policy where reserved and damaged stock cannot be sold, available stock is 65. The team documents the calculation so channels do not each advertise the full physical count.
Turn the guide into an action plan
Use the worksheet to record evidence, open questions and the next person responsible. Check only the items you have actually reviewed. Download a text copy or print your working notes.
Open the inventory worksheet →