Stock Count Lifecycle¶

Models the lifecycle of a Stock Count operation — the periodic or ad-hoc process of verifying physical inventory against system records in a store or warehouse location. Covers full cycle counts, partial counts, and rolling counts.

Object: inventory · States: 7 · Transitions: 8

State Diagram¶

flowchart LR

    %% ── classDef palette ─────────────────────────────────────
    classDef stInit  fill:#0d9488,stroke:#0f766e,color:#fff,font-weight:bold
    classDef stNorm  fill:#3b82f6,stroke:#2563eb,color:#fff
    classDef stOk    fill:#16a34a,stroke:#15803d,color:#fff,font-weight:bold
    classDef stFail  fill:#dc2626,stroke:#b91c1c,color:#fff,font-weight:bold
    classDef stHold  fill:#d97706,stroke:#b45309,color:#fff

    %% ── nodes ───────────────────────────────────────────────
    scheduled(["Scheduled"])
    open["Open"]
    in_progress["In Progress"]
    pending_reconciliation["Pending Reconciliation"]
    reconciled["Reconciled"]
    closed[["Closed"]]
    cancelled[["Cancelled"]]

    %% ── transitions ─────────────────────────────────
    scheduled -->|"stock-count-opened"| open
    open -->|"stock-count-started"| in_progress
    in_progress -->|"stock-count-completed"| pending_reconciliation
    pending_reconciliation -->|"stock-count-reconciled"| reconciled
    reconciled -->|"stock-count-closed"| closed
    pending_reconciliation -->|"stock-count-recount-requested"| in_progress
    open -->|"stock-count-cancelled"| cancelled
    in_progress -->|"stock-count-cancelled"| cancelled

    %% ── class assignments ───────────────────────────
    class scheduled stInit
    class open,in_progress,pending_reconciliation,reconciled stNorm
    class closed stOk
    class cancelled stFail

States¶

State	Label	Description	Initial	Terminal
`scheduled`	Scheduled	Count planned for a future date/time; counting has not begun.	✓
`open`	Open	Count session opened; location locked for counting. No stock movements permitted.
`in-progress`	In Progress	Counting underway; staff are scanning or entering quantities.
`pending-reconciliation`	Pending Reconciliation	Counting complete; system comparing counted quantities against book stock.
`reconciled`	Reconciled	Variances reviewed and accepted; book stock updated to match count.
`closed`	Closed	Count session closed and archived; location reopened for transactions.		✓
`cancelled`	Cancelled	Count abandoned before reconciliation; book stock not updated.		✓

Transitions¶

From	To	Trigger	Guards
`scheduled`	`open`	`stock-count-opened`	Count date reached; Location available and accessible
`open`	`in-progress`	`stock-count-started`	At least one counter assigned; Counting sheet or device initialised
`in-progress`	`pending-reconciliation`	`stock-count-completed`	All zones or sections marked as counted
`pending-reconciliation`	`reconciled`	`stock-count-reconciled`	Variances reviewed by manager; Adjustments approved within tolerance policy
`reconciled`	`closed`	`stock-count-closed`	Book stock updated in system; Count report generated
`pending-reconciliation`	`in-progress`	`stock-count-recount-requested`	Variance exceeds tolerance; recount ordered for affected zones
`open`	`cancelled`	`stock-count-cancelled`	Operational disruption (emergency, system failure)
`in-progress`	`cancelled`	`stock-count-cancelled`	Count abandoned before completion