WEB-024 · SYNTHETIC PLANNING EXAMPLE · 1 OCTOBER 2026
Inventory requirements matrix
Print this page or copy the table into your working document. Record the product, plan, setup and test evidence beside each requirement. No information is collected or saved. Sample rules are invented; replace them with your approved working rules.
Aim: sales and the stockroom can explain where stock is, what is reserved and what needs checking. Test existing software first. A missing setting is not automatically a reason for a custom app.
Read the article · Open the synthetic prototype
On a phone, scroll the table horizontally to read the remaining columns.
| Daily task / owner | Test with the supplier | What a useful result looks like | Your evidence / remaining gap |
|---|---|---|---|
| Name and count items / stockroom lead | Receive 20 individual filters. Try an unknown item and a box without an agreed conversion. | Correct item and unit; unclear input held for correction. | Product / plan / setup / result: __________ |
| Receipt / receiving clerk | Main stockroom starts at 40; receive 20 with receipt R-001. Submit that same receipt again. | 60 after the first receipt; still 60 after the duplicate. Keep who recorded it and when. | Evidence / gap: __________ |
| Transfer / dispatch and branch clerk | Send 12 from main to branch. Start at main 60, branch 10. Confirm arrival separately. | Main 48, on the way 12, branch 10; after arrival: main 48, branch 22. Total stays 70. | Evidence / gap: __________ |
| Customer promise / sales | Of 22 at the branch, reserve 5 for another order. Try to promise 18 more. | Show 17 unreserved. Hold the promise of 18. Do not count goods still travelling as ready for collection. | Evidence / gap: __________ |
| Count correction / stockroom lead | Main records 48 but a count finds 47. A clerk requests a correction; lead reviews it. | Flag the difference before changing stock. Approved correction keeps old/new quantities, reason, person and time. | Evidence / gap: __________ |
| Invalid request / stockroom lead | From a confirmed balance of 47, request a transfer of 60, a zero quantity, or a transfer to the same location. | Reject each request without changing balances; show a useful reason. | Evidence / gap: __________ |
| Daily use / team lead | Test on the phones and language staff use. Interrupt the connection during an entry. | Staff understand the next step. A failed or uncertain entry stays visible until checked; no assumed success. | Evidence / gap: __________ |
| Ownership and exit / manager | Ask for support, user permissions, correction history, data export and restoration arrangements. | Named owner, agreed support cost and usable records if the supplier changes. Test these claims. | Evidence / gap: __________ |
Choose the smallest change that supports the routine
- Existing product with setup: all essential tasks pass in the selected plan, including real devices and relevant limits.
- Small custom addition: name the specific failing step, why setup cannot handle it, and who maintains the addition.
- Custom app: compare the cost of maintaining permissions, backups, updates, exports and support with a suitable existing product. Do not build only to replace a spreadsheet.
Your trial decision
Product, plan and setup tested
Essential unmet task and business consequence
Evidence reference, actual result and reviewer
Owner, support cost, next test and decision date