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Inventory: reconcile recorded and physical stock

An operations team wants a list of discrepancies before adjusting stock records. A physical count is evidence to investigate, not automatic proof of loss.

Learn → Try → ExplainReviewed 2026-10-15
01

Define the assignment

Audience: an operational manager. Deliver a reproducible analysis, a source-validation log, one useful visual or table and a 250-word decision note. Suggested duration: 60–90 minutes. All source records are fictional.

02

Investigation plan

Calculate opening+receipts-shipped-damaged; compare counts; list every exception; prioritize a recount and movement-log check.

03

Exercises

1. Write the metric definition and grain. 2. Validate keys and units. 3. Calculate independently using two methods. 4. Show excluded/exception records. 5. Write one recommendation and one unanswered question.

Worked control totals

Expected closing by SKU14,15,13,2,11,40; counted 14,14,13,2,11,40. P02 difference-1; all other differences 0. Total expected 95, counted 94.

05

Interpretation and limitations

No unit costs, count timestamps or movement evidence are supplied; do not estimate loss value or blame a person. A strong answer proposes the next evidence needed and avoids presenting a descriptive result as an established cause.

06

Self-review rubric

Score 0–2 each for scope, arithmetic, validation, explanation and reproducibility. For each score link to a concrete artifact. A total score is a self-check, not certification or employment evidence.

Make the reasoning yours.

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