INNEN SupportOperating procedures
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IN-03 Annually or on demand

Full physical stocktake

Run a complete, audit-ready inventory count.

Steps

  1. Plan the count: date, teams, zones and cut-off
  2. Freeze movements and post all pending documents
  3. Count by zone with two-person teams
  4. Reconcile the counts with system stock
  5. Recount significant differences
  6. Post final results and prepare the inventory report for accounting
Trigger
Year-end, audit requirement or your request
Frequency
Annually or on demand
Output
Inventory lists, difference report, signed stocktake minutes

Controls

  • Cut-off documented
  • Two-person counting
  • Results signed by you

KPIs & targets

  • Stocktake closed within the agreed window
  • Report ready for the auditors

All procedures in Inventory & stock

Back to the procedure library

Want IN-03 running in your business?

Tell us how this process runs today. We adapt the procedure to your systems and targets, run it in parallel with your team and take it over only when the results match.

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Service catalogue

109 services in 15 areas. If a company does it every day, we can probably take it over.

Showing all 109 services.

AI agents, automation & development

10 services

AI agents, automation and the software behind your operations.

  • AI agents for sales and operations teams
  • Workflow automation for repetitive tasks
  • ERP, CRM and e-commerce system integration (APIs and connectors)
  • Data migration between ERP and CRM platforms
  • System implementation support and user adoption
  • Custom development of internal tools, portals and dashboards
  • Deployment, release management and environment setup
  • Cloud hosting, monitoring and maintenance
  • Application support, bug fixing and updates
  • Technical documentation and user training

Order management

8 services

From order intake to shipment, on every sales channel.

  • Order intake from email, portals, EDI and marketplaces
  • Order entry and validation in your ERP
  • Order confirmations to customers
  • Credit and payment checks before release
  • Backorders and partial deliveries
  • Order status tracking and updates
  • Order changes and cancellations
  • Daily order backlog report

Inventory & stock

7 services

Stock that matches between the system and the shelf.

  • Stock level monitoring and alerts
  • Reorder points and replenishment proposals
  • Stock reconciliation, ERP against physical
  • Cycle counts and annual inventory support
  • Batch, lot and expiry date tracking
  • Slow-moving and obsolete stock reports
  • Stock adjustments with a full audit trail

Warehouse & goods flow

7 services

Every movement of goods documented and matched.

  • Goods receipts (NIR) processing
  • Supplier deliveries matched against purchase orders
  • Dispatch documents and delivery notes
  • Carrier booking and shipment tracking
  • Returns receipt and restocking
  • Transfers between warehouses and locations
  • Proof of delivery collection and filing

Invoicing & billing

8 services

Invoices out on time, supplier invoices in and matched.

  • Sales invoice issuing
  • e-Factura submission and status monitoring
  • Credit notes and invoice corrections
  • Supplier invoice registration and 3-way matching
  • Payment reminders and dunning
  • Cash allocation and customer account reconciliation
  • Recurring and subscription billing
  • Invoice queries from customers and suppliers

Customer support

8 services

One support desk for your customers, on every channel.

  • Live chat and WhatsApp support
  • Phone support, inbound and outbound
  • Email support and ticketing
  • Order status requests
  • Complaints handling
  • Returns and RMA management
  • Customer satisfaction follow-ups
  • Support knowledge base and reply templates

Front office

6 services

The first contact your customers and visitors have with you.

  • Reception and first-line contact
  • Call answering and routing
  • Appointment and calendar management
  • Visitor and courier management
  • Customer onboarding and account setup
  • Quote and offer preparation support

Procurement & vendors

7 services

Purchasing admin from requisition to delivery.

  • Purchase requisitions and purchase orders
  • Supplier price and lead time follow-up
  • Supplier onboarding and master data
  • Delivery chasing and expediting
  • Supplier performance tracking
  • Purchase price variance reports
  • Supplier contract and agreement register

Documents & archives

6 services

Every document findable, and ready for audit.

  • Physical and digital archiving
  • Document scanning and indexing
  • Retention schedules and destruction logs
  • Contract and document register
  • Audit document preparation
  • Shared drive structure and naming standards

Master data, ERP & CRM

7 services

Clean data behind every process.

  • Customer, supplier and product master data
  • Price lists and discount conditions
  • Data cleansing and deduplication
  • CRM pipeline and activity hygiene
  • User access requests and role administration
  • Data migration support
  • Master data change control

Reporting & analytics

7 services

The numbers you need, on time.

  • Daily and weekly operations dashboards
  • KPI definition and tracking
  • Sales and margin reports
  • Stock and working capital reports
  • SLA and service level reports
  • Month-end operational close support
  • Ad-hoc analysis in Excel and Power BI

Process consulting & cost cutting

8 services

A deep dive into how your operations run and what they cost.

  • Operational assessment and deep dive
  • As-is and to-be process mapping
  • Cost per process analysis
  • Standard operating procedures (SOPs)
  • Automation opportunities and quick wins
  • ERP & CRM workflow optimization
  • Headcount and capacity planning
  • Continuous improvement reviews

Back office & administration

7 services

The admin work that keeps a company running.

  • Data entry and document processing
  • Expense and receipt processing
  • Timesheet and HR admin support
  • Fleet and asset registers
  • Office supplies and vendor admin
  • Internal requests and helpdesk triage
  • Management reporting packs

E-commerce operations

7 services

Your online store and marketplaces, run day to day.

  • Product listings and content upload
  • Marketplace order management (eMAG, Amazon and others)
  • Price and stock sync across channels
  • Promotion and voucher setup
  • Marketplace messages and reviews
  • Returns and refunds processing
  • Courier integration issue handling

Delivery models

6 services

How we work with you: on-site, remote or both.

  • On-site team at your premises
  • Fully remote team
  • Hybrid, on-site and remote
  • Dedicated team or shared capacity
  • Pilot on one process before scaling
  • Interim and peak-season cover