Hi Chandan,

Thanks for sharing the details, the data model plan looks good to me.

A few more points to consider:
- - Handle concurrent inventory changes during active counting sessions.
- - Recounts/multiple entries in InventoryCountItem for discrepancies.
- - Multiple counting granularities.

The staging-layer approach looks good for maintaining control and
auditability before applying adjustments.
--

Best Regards,
Ratnesh Upadhyay

*HotWax Systems*
*Enterprise open source experts*

http://www.hotwaxsystems.com

On Tue, Apr 14, 2026 at 10:57 AM Arun Patidar <[email protected]>
wrote:

> Chandan,
>
> Thanks for sharing the details. Data modeling makes sense to me.
>
>
> Regards
> ---
> Arun Patidar
>
>
>
>
> On Tue, Apr 14, 2026 at 10:39 AM Chandan Khandelwal <
> [email protected]> wrote:
>
> > Thank you Arun and Ratnesh.
> >
> > Following up on the earlier discussion, here’s a quick outline of a data
> > model we could use for the Inventory Cycle Count (ICC) plugin. The goal
> is
> > to introduce a staging layer for the counting workflow before any final
> > adjustments are applied to the core inventory.
> >
> > Definitely, as an initial step, we can implement this as a separate
> plugin
> > and later evaluate aligning it with the core framework based on community
> > feedback.
> >
> > *Proposed Entities:*
> >
> >    1. *InventoryCount*
> >    Acts as the main session header. It manages the lifecycle (Created,
> >    Assigned, Submitted, Approved) and can optionally link to WorkEffort
> for
> >    scheduling.
> >    2. *InventoryCountItem*
> >    Stores the physical count along with a snapshot of the systemQuantity
> at
> >    the time of counting. This ensures accurate variance calculation even
> if
> >    inventory changes afterward.
> >    3. *InventoryCountVariance*
> >    Captures discrepancies along with reason codes (e.g., damaged, found)
> >    before final approval.
> >    4. *InventoryCountStatus*
> >    Maintains a simple audit trail of status changes.
> >
> > Once a counting session is approved, a service will trigger the standard
> > OFBiz logic. This allows us to reuse the existing framework audit
> > mechanisms while adding the required staging workflow needed for
> real-world
> > warehouse operations.
> >
> > I would appreciate any feedback on whether this approach aligns or if
> there
> > are any suggestions.
> >
> >
> > Kind Regards,
> > Chandan Khandelwal
> >
> >
> >
> > On Mon, Apr 13, 2026 at 6:32 PM Ratnesh Upadhyay <
> > [email protected]>
> > wrote:
> >
> > > Hi Chandan,
> > >
> > > Thanks for kicking off this discussion! This looks really
> useful—looking
> > > forward to your initial design to gain more insights into the cycle
> count
> > > feature implementation.
> > >
> > > I’d love to be involved in the implementation—please let me know how I
> > can
> > > contribute.
> > >
> > > Regards,
> > >
> > > Ratnesh Upadhyay
> > >
> > > On Wed, Apr 8, 2026 at 5:45 PM Arun Patidar <[email protected]>
> > > wrote:
> > >
> > > > Hi Chandan,
> > > >
> > > > The requirements you outlined for a standardized cycle count process
> > look
> > > > solid. This functionality will be very beneficial for businesses in
> > > > maintaining inventory accuracy.
> > > >
> > > > Best regards,
> > > > ---
> > > > Arun Patidar
> > > >
> > > >
> > > >
> > > >
> > > > On Mon, Apr 6, 2026 at 3:45 PM Chandan Khandelwal <
> > > > [email protected]> wrote:
> > > >
> > > > > Hello Dev,
> > > > >
> > > > > I would like to start a discussion about inventory cycle counting
> and
> > > how
> > > > > it can be effectively supported within OFBiz.
> > > > >
> > > > > Cycle counting is a common warehouse practice used to maintain
> > > inventory
> > > > > accuracy through periodic counts, typically involving:
> > > > >
> > > > >    - Planning or scheduling count runs
> > > > >    - Assigning counting tasks to warehouse associates
> > > > >    - Recording physical counts against system quantities
> > > > >    - Requiring manager review before applying variances
> > > > >    - Maintaining an audit trail of count and approval decisions
> > > > >
> > > > > In practice, many warehouses handle these steps outside the system
> > > (e.g.,
> > > > > spreadsheets) and later apply adjustments.
> > > > >
> > > > > In the context of OFBiz, while it provides the foundational
> entities
> > > > > required for inventory adjustments, such as:
> > > > >
> > > > >    - InventoryItem (quantity on hand)
> > > > >    - PhysicalInventory (inventory audit event)
> > > > >    - InventoryItemVariance (recording adjustments)
> > > > >
> > > > > there appears to be only *limited support* for a complete cycle
> > > counting
> > > > > workflow.
> > > > >
> > > > > I also came across the earlier proposal OFBIZ-10577 (Inventory
> Cycle
> > > > > Count), which appears to be unresolved. It would be helpful to
> > > understand
> > > > > whether there were design considerations behind this or if similar
> > > > efforts
> > > > > are currently in progress.
> > > > >
> > > > > As a next step, I have started working on a basic design and
> > > > > implementation. I will keep it as a separate plugin for now and
> share
> > > it
> > > > > with the community once I have something ready.
> > > > >
> > > > > If the community finds this valuable, we can further evolve the
> > design
> > > > and
> > > > > implementation collaboratively.
> > > > > Kind Regards,
> > > > > Chandan Khandelwal
> > > > >
> > > >
> > >
> >
>

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