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Batoi Flex · Retail
What this page helps you accomplish
Record stock movement with source evidence, reason, location, and accountable authority.
Accountable roleInventory Manager
Business taskInventory Management
Completion signalInventory reflects the verified movement and any exception remains attributable and reviewable.
Scope and authority
Access to the appropriate authenticated workspace through My Batoi Authority for the records, action, or decision involved
Inventory Management
Record stock movement with source evidence, reason, location, and accountable authority.
Observable business result
Inventory reflects the verified movement and any exception remains attributable and reviewable.
Potential issue and recovery
The displayed stock differs from the verified quantity.
Recommended recovery: Pause sales or receipts where material, trace purchases and transactions, record a reasoned authorized adjustment, and retain reconciliation evidence.Who should use this article
This article is for inventory managers who are authorized to complete or review the task in the intended workspace. The person making a consequential operational, commercial, academic, care, access, or compliance decision remains accountable for the result.
Before you begin
- Access to the appropriate authenticated workspace through My Batoi
- Authority for the records, action, or decision involved
- Use a sanitized demonstration record for practice and confirm the intended workspace, role, scope, and responsible owner before changing operational records.
- Do not place passwords, connection secrets, personal data, regulated information, private documents, or payment details in notes, prompts, screenshots, or exports.
Workflow overview
Complete the workflow
- Confirm the workspace and responsibility. Enter the authorized workspace through My Batoi. Confirm the workspace name, your current role, the record or review period, and the person accountable for the result.
- Open the current product area. Open Retail and Inventory, then confirm the product, source purchase or receipt, location if used, expected quantity, and authorized operator.
- Check prerequisites and source records. Make sure the required capability, connection, status, relationship, approval, and safe information boundary are ready. Search before creating a new record.
- Perform the task. Record the received quantity or reasoned adjustment, preserve the source reference, and update stock only once.
- Review the result. Check product, unit, expected and received quantity, current stock, adjustment reason, duplicate receipt risk, authorization, and reorder effect.
- Verify and retain the outcome. The inventory register reflects the verified physical or source quantity and the adjustment has a clear reason and owner. Record every exception and follow-up with an owner and review date.
Verify the result
- The workspace, role, record, period, and Industry Pack still match the intended scope.
- Inventory reflects the verified movement and any exception remains attributable and reviewable.
- The visible status, source evidence, owner, exception, and next action agree with the completed work.
- An authorized reviewer can understand the result without relying on hidden assumptions or information outside Flex.
Troubleshooting and recovery
| What you see | What to check | Safe next action |
|---|---|---|
| The displayed stock differs from the verified quantity. | Workspace, role, entitlement, source record, status, ownership, required fields, and approval evidence. | Pause sales or receipts where material, trace purchases and transactions, record a reasoned authorized adjustment, and retain reconciliation evidence. |
| The expected page or action is missing. | Current role, team scope, Industry Pack availability, workspace subscription, record state, and prerequisite setup. | Stop and ask an authorized Owner or Admin to review access. Do not use another person’s account or bypass the control. |
| The result conflicts with evidence or another register. | Source ownership, date range, status definitions, duplicate records, latest update, and correction history. | Do not mark the task complete. Return it for correction or escalate it to the accountable owner. |
Safety and governance
Protect restricted information. Keep supplier, cost, loss, shrinkage, location, and adjustment evidence inside authorized records. Use permission-controlled Flex records and the minimum information required for the task.
Do not copy authenticated page addresses, record identifiers, connection details, browser notifications, account information, or unrelated workspace content into public documentation or external communication.
Use Batoi Intelligence safely
Helpful tip: Ask Batoi Intelligence to highlight permitted stock exceptions or reorder patterns, then let the inventory manager approve action.
Next step
Continue with the next verified article in this Product Guide, or return to the Batoi Flex Product Guide.