- Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
- Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
- Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
- Add deadlines and reminders, counted in business hours if you want, and escalate late steps.
Operations template
Inventory adjustment workflow template
Justify differences between the system and the shelf; the size of the loss decides who approves.
2 steps
7 fields
Approval limits by amount
Free for 14 days. No credit card. You can change every step and field.
How it runs, step by step
The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.
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Count
Whoever starts the request
List the differences found in the count. The total value decides who approves.
Approval depends on “Total value”
Up to $500No approval needed$500 to $5,000The requester’s managerAbove $5,000Approvers you choose5 fields in the request form
- Warehouse * Text
- Count date * Date
- Differences *Columns: Item code, System, Counted, Unit cost, Difference value Table
- Total value Calculated
- Probable cause * Long text
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System adjustment
A person or team you choose
Post the adjustment in the inventory system.
Due in 2 days (business time)2 fields
- Adjustment document * Text
- How to prevent it Long text
Make it yours
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Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.
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