# Inventory adjustment workflow template

> Justify differences between the system and the shelf; the size of the loss decides who approves.

Category: Operations. 2 steps, 7 form fields. Includes: approval limits by amount.

## Steps

### 1. Count

Owner: Whoever starts the request.

List the differences found in the count. The total value decides who approves.

Approval depends on “Total value”:

- Up to $500: No approval needed
- $500 to $5,000: The requester’s manager
- Above $5,000: Approvers you choose

Fields:

- Warehouse (text, required)
- Count date (date, required)
- Differences (table, required): Item code, System, Counted, Unit cost, Difference value
- Total value (calculated)
- Probable cause (long text, required)

### 2. System adjustment

Owner: A person or team you choose.

Post the adjustment in the inventory system.

Due in 2 days (business time).

Fields:

- Adjustment document (text, required)
- How to prevent it (long text)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/inventory-adjustment