Stock Taking Policy
Configure count schedules, variance tolerances, alert recipients, and per-location overrides.
Stock taking policy defines how often each location should count inventory, how variance is judged, and who gets notified when counts slip or drift. Org defaults apply everywhere; individual locations can override specific fields without duplicating the whole policy.
Stock taking lives under Inventory → Stock taking. Viewing requires
stock-taking:view; editing requires stock-taking:configure.
Organization defaults
The org policy controls:
| Setting | Description |
|---|---|
| Frequency | Weekly, monthly, or a custom schedule |
| Scheduled hour | Local time (in the location timezone) when scheduled jobs run |
| Count method | Perpetual (ongoing ledger) or cycle (rotate categories) |
| Cycle categories | Which catalog categories to include in cycle counts |
| Snapshot on schedule | Automatically capture a snapshot when a count is due |
| Variance mode | How out-of-tolerance lines are handled (e.g. approval required) |
| Variance tolerances | Unit and percent thresholds before a line is flagged |
| Low stock days threshold | Days-of-stock floor used with forecasts |
| Reminder lead hours | How far ahead to send count reminders |
| Alert recipients | Email addresses for inventory alert notifications |
Default starting values include weekly counts (Monday), 5% / 2-unit variance tolerance, approval required for variance, and snapshot-on-schedule enabled.
Per-location overrides
Open a location's override panel to change any field for that venue only, useful when a high-volume store counts daily while satellite kiosks stay on a monthly cadence. Unset override fields inherit the org default.
Location overrides merge field-by-field. Leave a field blank to keep using the organization value for that setting.
Automatic scheduling
GreenSails runs scheduled checks in the background:
- Count reminders: Alerts when a location is overdue for its next count
- Snapshot capture: Creates awaiting-count snapshots when automatic capture is enabled
- Forecast rolls: Feeds the Forecasts page and low-stock alerts
All scheduled times respect each location's timezone.