Figure 5.3 — The Stock Count form. Drawing to be produced after the UI/UX pass: the scope section (warehouse, scope type, blind toggle) above the count lines, showing system quantity, counted quantity, and variance side by side.
The header is the count's scope:
- Warehouse — the one place being counted.
- Scope — Full (everything in the warehouse), Category, ABC class, or Selection (a hand-picked list of products — the only scope that can find stock where the system shows none, because it starts from your list, not from balances).
- Blind — hide the system quantities, costs and variances from the counters while counting is under way. They reveal themselves when the count reaches approval, where review needs them.
- Narrative — the count's occasion ("quarter-end full count", "cycle count — class A").
Saving the count snapshots its lines: for each product, the system quantity and unit cost at that instant. For a lot-tracked product the snapshot expands — one line per lot with stock, plus a remainder line when unattributed stock exists — so the count checks not only how much but which batches, and the lines always add back to the product's balance. Counters then fill in the counted quantity on each line; the variance — quantity and value — shows itself from submission on. If the total variance value passes your company's tolerance, the approval step asks for a reason note before the count can be approved.