Coworkers Operations
Inventory
Inventory warns about minimum stock, matches the kardex against counts, prepares restocking and answers whether an item is in stock.
- Team
- Operations
- Channels
- WhatsApp, Email
- Approval
- Restocking: the warehouse approves.
- Jorge, the 15W-40 hydraulic oil (20 L pail) is at 6 pails and its minimum is 10. In the last 30 days 18 were used. I suggest restocking 20 pails. Shall I prepare the order?
- Make it 24, the supplier sells by the box of 4.
- Updated: 24 pails (6 boxes of 4) in draft. Do you approve it to go to Purchasing?
- Approved.
01 · What it does
The work it takes off your desk.
- Answers on WhatsApp whether an item is in stock and in which warehouse.
- Watches the minimum stock of each item and warns before it runs out.
- Matches the kardex (stock record) against physical counts and lists the differences by item.
- Prepares the restocking order with a suggested quantity based on recent consumption.
- Warns when an incoming remission guide doesn’t match the purchase order.
02 · How it works
Step by step.
- 01
Watches
Reads the kardex and compares each item with its minimum stock.
- 02
Matches
Matches the kardex against physical counts and lists the differences.
- 03
Proposes restocking
Prepares the order with the suggested quantity and the warehouse approves it.
03 · Approvals
What goes out alone and what goes through a person.
It starts supervised: every alert and every restocking order goes through the warehouse first. With evidence, it moves to by exception: stock questions and alerts go out on their own, and restocking is still approved by the warehouse. It never adjusts the kardex on its own: a person resolves the differences after the count.
The four modes04 · Connects to
The tools you already use.
- SAP Business One
- Other ERPs (file)
- Spreadsheets
- Google Drive
05 · Hours given back
What it is worth, in hours and dollars.
Example: with 60 stock questions a day and 2 minutes per question, over 22 business days a month, it gives back 44 hours a month (60 × 2 × 22 = 2,640 minutes). At your team’s loaded cost, your dashboard shows it in US$.
06 · Questions
About this coworker.
Can it adjust my kardex?
No. It shows the differences between the kardex and the count, and a person in the warehouse decides the adjustment.
How does it know how much to restock?
From recent consumption and the minimum you set per item. The quantity is a suggestion and the warehouse approves or corrects it.
What if the system says there is stock and the warehouse has none?
It flags it as a difference and adds it to the next count list. It promises that stock to no one until it is confirmed.
07 · Operations
Works well with
Let's start with one task.
Tell us what your back office keeps chasing today. If it fits, we try it first in your company, on your number and under your rules.