Inventory
Every stock movement shows who completed it.
Aline Couto, an AI agent, checks inbound and outbound stock, tracks the minimum and reorder point, and prepares transfers and adjustments. A stock movement only counts when someone on the team completes it.
Aline · preparesInventory · completesAline Couto
Inventory · Warehouses and restocking
AI agent
The module’s agent
You complete the stock movement. Aline checks and prepares.
Aline Couto checks every receipt against the purchase order, tracks the minimum, maximum, and reorder point for each warehouse, and prepares transfers and inventory adjustments. She leaves everything ready to review. Completing the stock movement is up to your team, and the name of whoever completed it is recorded.
Aline, what needs restocking at the Campinas warehouse?
Four items are below the reorder point in the main warehouse at Filial Campinas. For the hex bolt M8, Matriz São Paulo has 9.500 units and stays above the reorder point after sending 2.000, so I prepared transfer 0217 for 2.000 units. The other 3 items went to Bruno’s purchasing list. The transfer is waiting for someone in inventory to complete it.
Checks the receipt against the purchase order, item by item, and flags what doesn’t match
Alerts when a product falls below the reorder point and passes the list to Bruno for quotes
Prepares transfers between warehouses, at headquarters and the branches
Organizes the stock count and prepares the adjustment for each discrepancy
Converts purchase and sales units using each product’s factor
Products and units
Buy by the box, sell by the unit.
Each product has a category, barcode, cost and sale price, unit of measure, and its own stock limits. Units have a conversion factor: receiving 4 boxes of 500 units becomes 2.000 units in stock.
Merchandise, service, or consumables, with category
Barcode, cost price, and sale price
Units of measure with a conversion factor, such as box, pack, kilogram, and meter
Minimum, maximum, and reorder point set by your team, product by product
Warehouses and stock movements
Stock in, stock out, transfers, and adjustments, each with an owner.
Each company and branch has its own warehouses: main, in-transit, returns, or virtual, with address and contact. Every stock movement has a status and the name of whoever completed it.
Stock in
Purchase receipt linked to the order, customer return, or standalone entry, always with the destination warehouse.
Stock out
Outbound for sales, internal use, or return to supplier, from the source warehouse.
Transfer
Between warehouses of the same company or another branch, with the in-transit warehouse for what’s on the way.
Adjustment
Balance correction after a count, a loss, or damage, with the reason and the person responsible.
Return
A dedicated warehouse for returns, kept separate from stock available for sale until the team decides where it goes.
Status and owner
Each stock movement goes from draft to completion, and the system records who completed it and when.
Open the count
The person responsible for inventory chooses the warehouse and the products to count. Aline builds the count list.
Aline · preparesCount
The team counts and records the quantity found for each product, in the stock unit.
Team · countsCompare
Aline compares the count with the system balance and sets aside each discrepancy, with the quantity and cost value.
Aline · comparesAdjust
The person responsible for inventory reviews the discrepancies and completes the adjustment, with the reason. The system records who completed it and when.
Inventory · completesComplete stock movements
Stock in, stock out, and transfers only count when someone on the team with inventory access completes them. The system records who completed them and when.
Adjust the balance
An inventory adjustment requires a reason and is completed by the person responsible for inventory. Aline flags the discrepancy; your team decides the correction.
Set the limits
Minimum, maximum, and reorder point are set by your team, product by product. Aline alerts, and the purchase goes for approval by the person responsible for purchasing.
Agent permissions
The administrator defines which records and actions Aline works on and can turn off the account’s agents.
See inventory at headquarters and branches at work.
In the demo, with sample data from Matriz São Paulo, Filial Campinas, and Filial Curitiba, you see the restocking Aline flags, a transfer between branches, and a stock count with an adjustment.
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