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📦 Physical Inventories

Status: 📅 Coming soon - Q3 2026
Priority: 🔴 CRITICAL for warehouse control
Actual control vs theoretical stock


🚧 Functionality in Development

The complete physical inventory system is under construction. Currently you can do individual manual adjustments, but not full inventory sessions.

Difference between manual adjustment and physical inventory:

FeatureManual Adjustment (Current)Physical Inventory (Coming Soon)
ScopeA productA whole warehouse
TraceabilityBasicComplete with audit
Multiple usersNoYes, simultaneous
Blind inventoryNoYes
DifferencesManualAutomatic
ApprovalImmediateBy responsible

🎯 What will the inventory system include?

1. Create Inventory Session

Screenshot: stock-counts

Captura con datos demo AquaDemo.Capture with AquaDemo demo data.

2. Counting with Mobile App

Technicians will be able to count using:

Option A - Barcode Scanner:Option B - Paper list (for later):

4. Approval and Adjustments

  • [ ] Review by warehouse manager
  • [ ] Justification of differences greater than 5%
  • [ ] Approval with double verification
  • [ ] Automatic application of settings
  • [ ] Generation of final report

📊 Inventory Report

Upon completion it will be generated:


💡 Recommendations While It Arrives

Current option: Manual settings

If you need to adjust stock now:

  1. Go to Inventory → Stock → Adjust
  2. Select the product
  3. Indicates actual quantity
  4. Add reason: "Physical inventory 03/15"
  5. Save

Good practices:

  • [ ] Make periodic inventories (monthly or quarterly)
  • [ ] Use the same equipment whenever possible
  • [ ] Blind inventory for greater accuracy
  • [ ] Investigate differences greater than 5%
  • [ ] Document causes (breakage, expiration, theft...)

❓ Frequently Asked Questions

"When will it be ready?"

Forecast: Q3 2026. It is a complex functionality that requires a mobile app and synchronization.

"Can I take inventory now?"

Yes, but manually product by product using stock adjustments.

"Will it work offline?"

Yes, the technician's app will be able to count offline and synchronize later.

"Can I have a barcode scanner?"

Yes, it will be the recommended way. It will also work with the mobile camera.


✅ Preparation Checklist

While the complete system arrives:

  • [ ] Assign warehouse manager
  • [ ] Define inventory periodicity
  • [ ] Create clear locations in the warehouse
  • [ ] Label all products well
  • [ ] Prepare manual tally sheets

📦 Physical inventory is the basis of control

Without counting, you can't trust the numbers.

Full roadmap: Ver ROADMAP_ERP

Overview

Need help? soporte@poolcontrolpro.com