Create and review inventory count assignments

Use Inventory Assignment Control to give employees a specific inventory count, review the submitted variance, and apply an approved count with an audit trail. Creating an assignment does not change stock.

Create the template and assignment

1. Open Inventory > Templates and create or edit an inventory template.
2. Set its role or department target, shift and check type, required count, priority, quantity guidance, and manager-review policy.
3. Use Enable automatic clock-in assignment when the template should be assigned to matching employees at clock-in. Recurring daypart generation is a separate policy: enable recurrence, choose days, and set the daypart start and completion deadline. A recurring template requires a recognized role or department.
4. Open Inventory > Assignment Control, choose the template, and select Employee, Role, or Department under Manual Scope.
5. Confirm the number of matching employees and select Create Assignments.

Creating, editing, or archiving a template does not change inventory. Archiving removes it from active assignment configuration while existing assignment history remains.

Submit and review a count

The employee enters a whole-number quantity of zero or greater and submits the assignment. The system records the live quantity at submission, the counted quantity, variance quantity, and variance percentage.

When manager review is required, the assignment moves to submitted. A manager can approve it, reject it with a reason, or reopen a rejected assignment. Final approval sets the inventory item's current quantity to the submitted count and records one adjustment movement. Repeating the same approval cannot create a duplicate assignment adjustment.

If manager review is disabled, submission receives approved status immediately. This path does not pass through the manager-review handler that posts the counted quantity, so verify live stock and use a reviewed inventory adjustment when the physical count must change it. Keep manager review enabled when approval itself must post the submitted count.

Complete a high-impact review

The High-Impact Inventory Approval policy can require a second approval when the absolute quantity variance, variance percentage, or item criticality crosses the configured threshold.

1. The first manager selects First approval.
2. A different authenticated manager opens the assignment in second_review.
3. Select Final approval, acknowledge the high-impact stock change, and enter a reason of at least 10 characters.

The first approver cannot complete the final approval. After an assignment is approved, it is finalized. If the posted quantity is wrong, use an inventory adjustment rather than trying to edit the approved assignment.

Troubleshoot assignment results

• If no assignment is created, confirm the template is active and the selected role or department has matching active employees.
• If an assignment is missing at clock-in, confirm the template target matches the employee and automatic clock-in assignment is enabled.
• If a recurring assignment is missing, verify the recurrence day, local daypart window, target, and that an active Owner, Admin, or Manager is available to own the run.
• If clock-out is blocked, review the Clock-Out Approval Gate and complete any assignments that still require submission or approval.