Operations workflow for Tallyfy

Know exactly what you have and where it is

Lost inventory, stockouts, and overstocking cost money you don't realize you're spending. This workflow brings discipline to receiving, storage, tracking, and reordering so your records actually match reality.

13 steps

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Manufacturing inventory

Run this workflow in Tallyfy

Import this template into Tallyfy and assign warehouse staff, inventory managers, and purchasing to handle their respective steps

Configure Tallyfy's form fields to capture SKU codes, customer type, and stock order details with file uploads for POs and sales slips

Track goods from delivery through storage and reordering in Tallyfy, with visibility into every movement and approval decision

Import this template into Tallyfy

Process steps

Goods are delivered

5 days from previous step

task

**insert template**

Goods are reviewed, sorted, and stored

5 days from previous step

task

Form fields in this step

SKU code(s)

Inventory levels are monitored

5 days from previous step

task

**insert template**

Stock orders are placed

5 days from previous step

task

**insert template**

Form fields in this step

Customer details

Stock orders are approved

5 days from previous step

task

Form fields in this step

Original PO

Sales slip

Internal purchase requisition

Goods are taken from stock

5 days from previous step

task

**insert template** Sent either to:Production (manufacturing) Directly to the retailer/customer/end user (finished goods) Routed to the appropriate business unit/department (internal requests)

Inventory levels are updated

5 days from previous step

task

**insert template** Shared with all relevant stakeholders

Low stock levels trigger purchasing

5 days from previous step

task

**insert template** For Just-in-Time systems, usage data may be analysed to create more accurate forecasts.

Set up inventory tracking

1 day from previous step

task

Establish your system for knowing what you have and where. This could be barcodes, RFID, spreadsheets, or dedicated software depending on scale. Every item needs a unique identifier. Define your storage locations and labeling conventions. Consistent setup prevents lost inventory later.

Establish reorder points

1 day from previous step

task

Determine minimum stock levels that trigger reordering. Factor in lead time from suppliers - order early enough to arrive before you run out. Set alerts in your system when stock hits these thresholds. Running out of critical items is usually more expensive than carrying a bit of extra inventory.

Track movements

1 day from previous step

task

Record every time inventory moves - receiving, transfers, usage, returns, adjustments. Every transaction should be logged with who, what, when, and why. Good transaction tracking is how you catch theft, loss, and errors. Without it, inventory counts drift and you lose visibility.

Conduct regular counts

1 day from previous step

task

Physical counts verify your records match reality. Do full counts annually at minimum, cycle counts more frequently for high-value or fast-moving items. Investigate discrepancies - they reveal process problems. Adjust records only after understanding why they were wrong.

Review and optimize

1 day from previous step

task

Analyze your inventory data regularly. What is turning fast, what is sitting? Are your reorder points right? What is tying up cash without being used? Identify slow movers and dead stock for clearance. Continuous improvement keeps inventory costs under control.