Stock counts and cycle counts
Compare counted stock with recorded quantities in a defined warehouse scope and document discrepancies instead of directly editing calculated stock balances.
These guides describe the shared FOR:CEO company engine. FOR:AGENT uses MCP for supported operations; examples involving browser forms refer to the included FOR:CEO human workspace. Check live capabilities and authorization before an agent runs a task.
Make physical verification repeatable
Periodic counts help a warehouse catch the gap between recorded movements and the goods actually present. A stock-count document gives the activity an identity, date and location context. Record the counted quantities for the selected products and keep the operational evidence in the platform rather than in a spreadsheet detached from the inventory workflow.
Explain the discrepancy before correcting it
Use count results to investigate missing receipts, shipping errors, damage or genuine stock differences. Corrections belong in the supported inventory document workflow so the movement and cost consequences remain visible. A displayed balance is a result of those documents; it is not a free-form number that should be changed just to match the count.
What to know before you start
Coordinate warehouse movements during a count and review differences before applying corrections. Counting is not an automatic explanation of why the stock differs.
Practical questions
Must every count cover the whole company?
No. Use the document's warehouse and product scope to organize focused checks instead of treating every exercise as a company-wide inventory.
Can I edit the stock balance instead?
Stock balances are computed. Use the supported count or adjustment workflow so corrections retain their source and valuation context.
Continue the workflow
Stock adjustments and opening stock
Introduce opening quantities or document stock corrections through explicit adjustment records with warehouse, tracking and cost information.
Warehouses and bin locations
Organize stock across warehouses and bin locations, so receiving, picking and transfers refer to a specific physical place instead of a company-wide quantity.
Inventory operations and valuation reports
Review open inventory work and stock value through supported operations and valuation reports, including warehouse, lot and serial perspectives.