# StoresFlow handbook

Record and control physical stock, locations, demand, counts and the Purchasing handover.

Source: https://help.smartfact.ai/manuals/storesflow

Review edition: 25 October 2026



## Guides and help pages

- [Start here: Owner](https://help.smartfact.ai/manuals/storesflow/owner): Prepare the site and assignments, and arrange independent operational authority.
- [Start here: Author](https://help.smartfact.ai/manuals/storesflow/author): Prepare materials and policies, exact quantities and evidence for review.
- [Start here: Reviewer](https://help.smartfact.ai/manuals/storesflow/reviewer): Check exact proofs, operational impact and reviewer independence before activation.
- [Start here: Supervisor](https://help.smartfact.ai/manuals/storesflow/supervisor): Oversee physical stock, discrepancies, holds and the Purchasing handover.
- [Start here: Operator](https://help.smartfact.ai/manuals/storesflow/operator): Record actual receipts, locations, picks, issues, returns and count observations.
- [Start here: Viewer](https://help.smartfact.ai/manuals/storesflow/viewer): Read current quantities, movements, receipts and retained evidence safely.
- [Set up stores, bins and opening stock](https://help.smartfact.ai/manuals/storesflow/setup-and-opening): Prepare locations and reviewed imports before a single controlled opening.
- [Prepare materials, exact units and policies](https://help.smartfact.ai/manuals/storesflow/materials-and-policies): Build the reference and policy drafts production will use.
- [Prove, review and activate an exact release](https://help.smartfact.ai/manuals/storesflow/examples-and-releases): Check independent examples, current impact and reviewer rules, including rollback.
- [Receive and put away an actual delivery](https://help.smartfact.ai/manuals/storesflow/receive): Record partial arrivals, approved lots and physical placement without duplicating a receipt.
- [Reserve, pick and issue for a job](https://help.smartfact.ai/manuals/storesflow/demand-pick-issue): Keep requested demand, committed material and physical use distinct.
- [Move material and return unused stock](https://help.smartfact.ai/manuals/storesflow/move-and-return): Preserve custody through transfers, arrivals, picked returns and issued returns.
- [Count locations and review discrepancies](https://help.smartfact.ai/manuals/storesflow/stocktakes): Freeze a reconciled scope, record observations and complete the reviewed count.
- [Correct stock and manage holds](https://help.smartfact.ai/manuals/storesflow/corrections-and-holds): Keep reason-coded adjustments, named corrections and review acknowledgements distinct.
- [Understand replenishment and receipt reports](https://help.smartfact.ai/manuals/storesflow/purchasing): Follow need and on-order status while preserving StoresFlow stock authority.
- [Read history and prepare documents](https://help.smartfact.ai/manuals/storesflow/history-and-documents): Trace running balances, sources and retained outcomes without mistaking a PDF for current stock.
- [Recover an unconfirmed recording](https://help.smartfact.ai/manuals/storesflow/uncertain-results): Check the original request before retrying a recording or physical action.
- [Review recovery and close or reopen a site](https://help.smartfact.ai/manuals/storesflow/recovery-and-closure): Preserve custody evidence, complete exports and independent decisions.
- [Choose the right role for each action](https://help.smartfact.ai/manuals/storesflow/roles-and-actions): Check operational, authoring and administrative authority, additional station checks and review independence.
- [Work through a partial delivery and a shift handover](https://help.smartfact.ai/manuals/storesflow/worked-handover): Follow exact stock, job demand, Purchasing receipt evidence and an interrupted recording across two shifts.
- [Enter material quantities, references and locations correctly](https://help.smartfact.ai/manuals/storesflow/input-reference): Check exposed movement and demand inputs, exact units, reference lengths and recovery after a refused or interrupted recording.
- [Manage site people and working stations](https://help.smartfact.ai/manuals/storesflow/team-and-stations): Restrict central grants, enrol a working position and hand over station access safely.
- [Approve sales channels and resolve deductions](https://help.smartfact.ai/manuals/storesflow/sales-channels): Bind the intended SmartFACT Data channel and distinguish waiting changes, refusals and recorded shortfalls.
- [Manage read credentials and event delivery](https://help.smartfact.ai/manuals/storesflow/read-api-and-events): Issue scoped read access, maintain signed destinations and review retained event replays.