Put it into a real working day
Pick one product. Compare what arrived, what was recorded and what is physically available. Use that discrepancy to improve the receiving routine before importing every item.
Look for a repeated operational problem
A missing item, an unexplained quantity or a late reorder is a reason to investigate the process. It is not proof that a particular software product will solve everything. Identify where information is first recorded and who is responsible for the next step. A tool helps only when that handover is understood.
Choose one item to trace
Follow a representative item from purchase and receipt to its current location or sale. For transfers, distinguish dispatch, in-transit quantities and partial receipt. Inspect applicable batch allocations and additional buying costs so each quantity and value has an explainable basis.
Use attention indicators as questions
TerminalERP’s low-stock view compares recorded standard stock with the minimum level and excludes dropship items. The expiry view looks at positive-quantity batches with dates in its window. Those are useful signals to inspect, not automatic purchase decisions or a guarantee that goods are safe to sell.
Make the daily list manageable
Search by code or barcode and narrow the list to the issue you are reviewing. Page-size controls help a phone user avoid scrolling through hundreds of unrelated records. Clear filters when looking for a known item, and open the detail when a row alone does not explain the situation.
Evaluate before moving the whole shop
Confirm how the actual receiving and billing workflow handles your items, roles and regional requirements. Do not assume automatic data import, reorder placement or stock reservations without checking them. Keep a controlled evaluation separate from live trading records; dummy transactions can affect real quantities.
Supplier order and bill matching
Know what was ordered, received and billed.
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Reviewed purchase order
- Receiving action Recorded receipt
- Separate billing action Supplier bill
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Recorded receipt
- Compare records Receipt-to-bill match
- For received goods Optional landed-cost allocation
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Supplier bill
- Compare records Receipt-to-bill match
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Receipt-to-bill match
- When quantities or values differ Variance review
- Variance review
- Optional landed-cost allocation
A practical checklist for your next working week
Trace one item through the current process. Confirm opening quantity and minimum level. Review one low-stock or expiry result against physical stock. Document the receiving step each team member owns.
Related guides
Before your next review
- Use low-stock indicators to prepare a purchasing review.
- The normal low-stock filter concerns standard, non-dropship physical items.
- Review recorded dates on batches that have a positive quantity.
- Search the product list by barcode, item code or name.
- Compare records with physical goods and receiving evidence.
Choose your next step
Read the related task guide, or ask us a question about the workflow your business needs.