Template · Reconcile · Opening soon
Inventory reconciliation template
Compare a physical count with your system's stock, SKU by SKU. Over, short and missing items are listed with the difference, ready to adjust.
You bring
Count40 rows
SKUCounted
System40 rows
System skuOn record
Mammoth does the work
You get
One table41 rows
Each SKU: agrees, over, short, or only on one side.
Counted, not on recordOn record, not countedShort: less on the shelfAgrees
- Not a spreadsheet to fill inIt is a ready-made workflow in Mammoth. You bring the files, and it does the work.
- Your files, as they areUpload a file or connect a source. Your column names do not have to match.
- Runs again by itselfWhen new data arrives, every step runs again and the result updates.
What you get back
The real result of this template, run on sample data.
Inventory reconciliation: the resultSample data41 rows
35 agrees4 short: less on the shelf1 counted, not on record1 on record, not counted
| SKU | Counted | On record | Difference | Status |
|---|---|---|---|---|
| SKU-0999 | 12 | · | 12 | Counted, not on record |
| SKU-1017 | · | 9 | -9 | On record, not counted |
| SKU-1012 | 24 | 26 | -2 | Short: less on the shelf |
| SKU-1018 | 140 | 142 | -2 | Short: less on the shelf |
| SKU-1030 | 28 | 30 | -2 | Short: less on the shelf |
| SKU-1036 | 197 | 199 | -2 | Short: less on the shelf |
| SKU-1000 | 93 | 93 | 0 | Agrees |
| SKU-1001 | 163 | 163 | 0 | Agrees |
What is an inventory reconciliation?
An inventory reconciliation compares the stock you counted with the stock your system says you hold, so shrinkage, miscounts and booking errors can be fixed.
How it works
How to use the inventory reconciliation template
- 1Bring your dataConnect a source, or upload a file.
- 2Check the columnsMammoth matches each column the template needs and asks only when it is unsure.
- 3Choose where it goesA table, a sheet, or a dashboard. It rebuilds on every refresh.
See the exact columns and steps ›
What it needs
A stock count and your system's stock on record (2 tables)
Count
- SKU
- Counted
System
- System sku
- On record
The steps it runs
- 1Match columns: Count
- 2Match columns: System
- 3Total by system SKU
- 4Total by SKU
- 5Line up both sides by SKU
- 6Compare
Every step is an ordinary Mammoth step you can open and change.
Inventory reconciliation: questions
Does it update by itself?
Yes. The template becomes an ordinary workflow in Mammoth. When your data refreshes, from a connector, a scheduled pull or a new file, every step runs again and the result table updates.
Can I change the steps?
Every step is an ordinary Mammoth step you can open and edit. Mammoth remembers which steps came from the template, so an update never overwrites your changes.
Do my column names have to match?
No. You point the template at your columns once. Mammoth suggests a match for each one and asks only when it is unsure.
Get early access to this template
Bring your data, check the columns, and the result rebuilds on every refresh.
More account reconciliation templates
Match two sets of records line by line, and see what agrees, what differs and what is missing on either side.
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