Staff Access

Workflow

1. At shift start: select the date, store location, External Merchandiser timing, DDF shift duty + duty timing, then DDF name and SN.
2. For each item code, its Description and Company fill in automatically. Enter SOH and Physical Count — Total (Physical Count − SOH) and Variance show right away, and TALLIED means they match.
3. Total Opening Balance (SOH adjusted by the variance) carries forward automatically into next shift's Physical Count for that item code — SOH itself is always typed in fresh from the ECR, never auto-filled.
4. Enter Issued Qty and the External Merchandiser's name for that item.
5. At shift end, enter Returned Qty and Sold Qty as per the O4 report — the sold figure is always typed in manually, never auto-filled.
6. Closing Balance is calculated automatically: Total Opening Balance − Issued Qty + Returned Qty − Sold Qty. It gets the same Variance treatment as the opening side — TALLIED, or a colored +/− — and Total Closing Balance carries that figure forward as next shift's Physical Count.
7. If either side shows a variance, a stock-adjustment remark is recorded automatically (e.g. "Short 10 pcs — stock adjustment pending"), then Save. Once saved, staff can no longer edit that entry — only a supervisor can correct it.
8. That remark carries forward into every future entry for that same item code until it's resolved — either a later count comes back TALLIED on its own, or a supervisor marks it adjusted from the Supervisor tab.

Color key

Working offline

This app is offline-only by design. Every entry is saved straight to this iPad and never leaves it automatically. There's no Wi-Fi dependency for data entry at all. When a copy is needed off the iPad, a supervisor can use Export to Excel and share the file by email, AirDrop, or your usual method.