Inventory Assistant

The Inventory Assistant is the stock counting tool, designed for the field (compact, mobile-first interface).

Functions

• Live counting: enter counted quantities in real time.
• Lot & expiry segmentation: counting distinguishes lots and their expiry dates, essential for products with a limited shelf life.
• Stock impact: validating an exercise writes the adjustments into the StockMovement ledger, aligning theoretical stock with real stock.

Inventory exercise

An InventoryExercise is attached to a store and locks the registers involved during counting (see Store & register scope). This prevents concurrent movements that would skew the count.

Typical flow

1. Open an exercise for the relevant store — the store's registers are locked.
2. Count products (by aisle, by lot/expiry); differences between theoretical and counted stock appear as you go.
3. Validate: adjustments are written to StockMovement and the real stock becomes the reference.
4. Close the exercise to unlock the registers and resume sales.

While an exercise is open on a store, sales there are blocked: plan counting accordingly (outside opening hours, or store by store).