OTO Inventory Storekeeper Cheat Sheet

Before saving

Correct task → correct warehouse → exact product/unit → approved quantity and cost → useful note → save once → verify in Movements

Receive through procurement

Requisition → approval → Purchase Order → approval → Goods Received Note → approval → Post to Inventory → choose receiving warehouse → verify Purchase and positive movement.

Direct purchase

Approved direct purchase → payment mode → warehouse → supplier → products → quantity/cost/tax → submit → verify Purchase and movement.

Reduce stock correctly

• Internal use, expiry, vendor return, theft, or write-off: Stock Out.
• Physical damage: Damaged Products.
• Sale: Inventory Sale or originating sales workflow.
• Transfer to another warehouse: Transfer, never Stock Out.

Count and correct

Physical count → Adjustment → enter total counted quantity → explain reason → review gain/loss → submit → verify Adjust movement.

Movement signs

• Positive: purchase, initial stock, transfer in, return, adjustment gain.
• Negative: sale, damage, stock out, transfer out, adjustment loss.

Stop and check

Unclear result → check document list → check Movements → do not submit again → ask a Supervisor.

Before New Day

Complete receipts → post approved GRNs → review stock documents → reconcile Movements and Stock Valuation → clear pending bills/orders → record differences → obtain authorization.

New Day stops when bills or orders are pending. Complete, cancel, or hand them over through the approved workflow before trying again.