AX-03 · Operate
Inventory, buying, and distribution
Warehouses, item masters, purchase receipts, delivery notes, and a stock balance finance can agree with.
Typical length: 4–10 weeks
Outcome
Stock moves only through receipts, transfers, issues, and deliveries — and the quantity on hand matches a physical count at go-live.
Who it is for
- Distributors with more than one warehouse
- Traders who buy in bulk and sell in smaller units
- Teams whose spreadsheet stock and accounting stock never match
What is included
- Item master
- Item groups, brands, units and conversion factors, valuation method, batch or serial where traceability matters, and barcodes if the floor scans.
- Warehouses
- Stores, quarantine, rejection, and in-transit locations. User permissions so a branch sees its own stock.
- Buying cycle
- Material request, request for quotation, purchase order, purchase receipt, and purchase invoice — including landed cost when freight belongs on the item.
- Selling and fulfilment
- Sales order, pick, delivery note, and sales invoice. Partial deliveries and returns follow a written rule.
- Control counts
- Reorder levels, stock reconciliation method, and the report set: stock balance, stock ledger, and pending orders.
How the work runs
- 01Walk the storesHow goods arrive, where they sit, and who is allowed to issue them.
- 02Freeze the item structureNaming, units, and which items are stock, non-stock, or service.
- 03Run a sample receipt and deliveryIncluding a return and a warehouse transfer.
- 04Count and loadPhysical count, valuation, and opening stock entry reconciled to the ledger.
Deliverables
- Item and warehouse workbook
- Buying and selling document map
- Opening stock reconciliation
- Reorder and ageing reports saved for stores