Every type of shortage, named, approved and acknowledged as it happens

1. Stock issue shortage, found at the godown

Every short line on a stock issue carries a reason and is approved before any stock leaves.

• The executive sees exactly what was issued short on accepting the load
• It is recorded against the godown, not the executive, so nobody is blamed for stock never received

2. Admitted cash shortage, declared by the executive

Cash handed over below the expected amount is recorded as an admitted shortage, always with its reason.

3. Counted cash shortage, found at the count

A physical count below the declared amount is flagged to the executive as an action to take, accepted in the app, and only then is the cash receipt confirmed. A cash excess is recorded too, and can offset a shortage where allowed.

4. Return stock shortage, found when goods come back

Returned and undelivered goods are checked against what the executive declared, item by item or invoice by invoice, and the value of anything missing is calculated, agreed by the executive and then confirmed at the godown.

5. Return value shortage, found when credit notes are matched

When credit notes add up to less than the value returned, the gap becomes a return value shortage, sent to the executive for approval, and approving it closes the credit note batch.

6. Expense shortage, decided when expenses are reviewed

Anything approved for less than claimed, or rejected, becomes an expense shortage owed back from the cash kept for field expenses.

Real-time approval and acknowledgement

Nothing waits for a weekly meeting. Each step reaches the next person as soon as the previous one acts.

• Anything waiting on an executive is marked “action needed” on that assignment
• Live Accounts, Cash and Stock ticks turn green as each reconciliation completes, ending in an “all OK” stamp and the final shortage
• An executive who has been stopped for over 30 minutes can be asked for a response, which sounds an alert in the app and returns with a reason

One total, followed until it is recovered

Types 2 to 6 add up to the executive’s total shortage. Anything unrecovered at the close of an assignment carries forward until it is recovered, offset, paid in or written off with a reason, and the total is held against the executive’s shortage limit.