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Retail stock and replenishment exceptions
Retail & multi-location · Distribution & logistics

Retail stock and replenishment exceptions

We help store teams review stock discrepancies with the relevant sales, transfer, and count records in one place.

How we put it to work

  1. Surface the discrepancy.

    Agreed rules compare counts, sales, and stock movements. AI explains flagged records and identifies missing source data.

    Your teamConfirms stock data and the reporting period.

    Surface the discrepancy. Agreed rules compare counts, sales, and stock movements. AI explains flagged records and identifies missing source data.
    Stock exceptions
    AI
    Count differs
    Transfer pending
    Check source records
  2. Check the paperwork gap.

    AI assembles movement notes and records for comparison. It suggests what to check without deciding that missing stock was lost or stolen.

    Your teamInvestigates discrepancies and verifies physical counts.

    Explain the stock gap with source records. Store count and transfer: Shelf count; System count: 12; Physical count: 9. AI assembles relevant movement records: Transfer record: 3; Receipt unconfirmed; Check with store. Inventory owner confirms the physical count.
    Explain the stock gap with source records
    Store count and transfer · Illustrative example
    Shelf count
    AI prepares the context
    System count: 12
    Physical count: 9
    Transfer record: 3
    Receipt unconfirmed
    Check with store
    Inventory owner confirms the physical count
  3. Record the resolution.

    We prepare a reviewed adjustment or follow-up task in your stock process, retaining the evidence and approval behind the change.

    Your teamAuthorizes inventory changes and replenishment decisions.

    Record the resolution. We prepare a reviewed adjustment or follow-up task in your stock process, retaining the evidence and approval behind the change.
    Resolution record
    Count verified
    Reason documented
    Adjustment for review
    Draft · Awaiting review

What your first engagement includes

  1. 01Review your setupConfirm existing features, data access, and system compatibility.
  2. 02Configure one workflowConnect the tools, define approvals, and handle exceptions.
  3. 03Test and hand overPilot on selected work, train your staff, and provide operating instructions.
PILOT REVIEW

How we measure the pilot

Compare the same work before and during the pilot.

  • Time to complete

    Time spent investigating a stock exception, including the human check.

    Review time
  • Review quality

    How often a draft needs a material correction before approval.

    Correction rate
  • Workflow reliability

    Exceptions unresolved at the next review.

    Exceptions to resolve
  1. Current process
  2. Pilot results
  3. Review together

Agree what to improve or expand based on the results.

Start with one workflow in your business.

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