Define warehouses and bins
Name the initial site, its zones, and its controlled bin codes. Identify restricted and inactive locations before counts begin.
Implementation
Start with one warehouse. Preserve the control model.
Move quickly without flattening inventory control into a list of parts. Establish locations, balances, count policy, roles, and the approval rule together.
Implementation sequence
From physical map to first closed count.
Each step creates something the next step depends on. The first useful milestone is a real saved count with its full variance trail.
Connect items and balances
Bring in SKUs, units, inventory class, and the on-hand, allocated, and available balance at each controlled location.
Set cadence and responsibility
Choose weekly, monthly, or quarterly plans, then assign planner, counter, supervisor, and auditor access.
Run the first blind count
Issue a sheet, save the observed quantity, route any difference, approve the disposition, and retain the complete trace.
Information to prepare
A compact, operational starting pack.
Start with the information people already use to identify stock and responsibility. Expansion can follow after the first count proves the model.
Site structureWarehouse names and codes, types, zones, bin codes, and location status.
Item masterItem name, SKU, unit of measure, inventory class, and active or obsolete status.
Opening balancesOn-hand, allocated, and available quantity by exact item and location.
Count policyFrequency, start dates, blind-count rules, tolerance approach, and disposition authority.
PeopleNamed planners, counters, supervisors, and auditors with the scope each role owns.
Go-live proof
One saved process, not a static demo.
The implementation is useful when an assigned blind sheet becomes observed count data, a linked variance, a supervisor decision, and, when approved, an accountable balance adjustment.
✓
First operating milestone
Evidence completeA real count is saved inside ERP.ai with its place, item, counter, difference, reason, disposition, and approval linked.
Set up the first controlled warehouse.
Start using Inventory Control in ERP.ai, then configure the real site and count policy.