- AI-Agent
- Ready to Run
Calculate Stock Balances
Calculate stock balances from the movement sheet and reply by email
Use this Agent instantly or customize it - no programming needed
- balance requestbalance request
Your email names the items, locations, and date you need balances for.
- stock ledgerstock ledger
Your ledger supplies dated opening balances and the movements behind each balance.
- balance rulesbalance rules
Your sign rules and default date guide how the Agent calculates each balance.
Your email inbox receives balance requests and keeps each report in its request thread.
Your spreadsheet holds opening balances and stock movements by item and location.
- request for missing detailsrequest for missing details
Your reply identifies the item, location, or date needed before calculation.
- stock balance reportstock balance report
Your reply shows each available balance, its opening date, and signed movement totals.
- ledger gapsledger gaps
Your reply names missing openings and movement rows that need your review.
This Agent reads a labeled balance request from an inventory manager you allow. It checks the stock movement sheet through the requested date. It replies in the same thread with balances and rows needing review.
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Google SheetsUsed as:
- Spreadsheet
Google Sheets holds opening balances and stock movements by item and location.
GmailUsed as:
- Email inbox
Gmail receives balance requests and keeps each report in its request thread.
Microsoft OutlookUsed as:
- Email inbox
Microsoft Outlook receives balance requests and keeps each report in its request thread.
AirtableUsed as:
- Spreadsheet
Airtable holds opening balances and stock movements by item and location.
ZoomUsed as:
- Email inbox
Zoom receives balance requests and keeps each report in its request thread.
Microsoft ExcelUsed as:
- Spreadsheet
Microsoft Excel holds opening balances and stock movements by item and location.
Microsoft Office 365Used as:
- Spreadsheet
Microsoft Office 365 holds opening balances and stock movements by item and location.
SmartsheetUsed as:
- Spreadsheet
Smartsheet holds opening balances and stock movements by item and location.
Zoho MailUsed as:
- Email inbox
Zoho Mail receives balance requests and keeps each report in its request thread.
Zoho SheetUsed as:
- Spreadsheet
Zoho Sheet holds opening balances and stock movements by item and location.
Microsoft ExchangeUsed as:
- Email inbox
Microsoft Exchange receives balance requests and keeps each report in its request thread.
KintoneUsed as:
- Spreadsheet
Kintone holds opening balances and stock movements by item and location.
Made for your industry
Calculate Stock Balances is made for businesses in these industries.
- Retail
Reply with dated stock balances for requested products and locations.
Show all Agents for the Retail industry - Consumer Packaged Goods
Reconcile product stock balances and flag uncertain movement rows.
Show all Agents for the Consumer Packaged Goods industry - Wholesale Distribution
Report item balances by warehouse from stock movements.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Calculate material balances by location and flag ledger gaps.
Show all Agents for the Manufacturing industry
Made for your role
Calculate Stock Balances is made for people in these roles.
- Inventory Manager
Reply to stock requests with dated balances and ledger gaps.
Show all Agents for the Inventory Manager role - Storekeeper
Calculate stock balances from recorded receipts and issues.
Show all Agents for the Storekeeper role - Inventory Control Specialist
Reconcile item balances and identify rows that need review.
Show all Agents for the Inventory Control Specialist role
Made for your department
Calculate Stock Balances is made for people in these departments.
- Supply Chain
Reply with dated item balances and stock ledger gaps.
Show all Agents for the Supply Chain department - Inventory Control
Reconcile stock movements and flag gaps in requested balances.
Show all Agents for the Inventory Control department - Warehouse
Report item balances by location from the stock movement sheet.
Show all Agents for the Warehouse department
How Calculate Stock Balances works
5 steps, in order, on every run.
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Read the balance requestRead the email thread for the requested items, locations, and date. Ask for any missing detail needed to calculate.
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Find the starting balancesFind opening balances and movements through the cutoff for the requested items and locations. Flag any pair without a starting balance.
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Check the movement rowsCheck required fields and signs against your chosen rules. Set aside incomplete, duplicate, or conflicting rows for review.
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Calculate the stock balancesAdd signed movements after each latest opening balance. Break out totals by movement type through the report date.
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Reply with the balance reportReply with dated balances and movement totals in the request thread. Name ledger gaps for the inventory manager to review.
How to Get Started
Connect the tools you already use, such as Google Sheets, Gmail or Microsoft Outlook.
12 tools
- Choose the balance-request mailbox label and the inventory managers allowed to request reports.
- Provide the stock sheet and its columns for opening balance date and quantity, movement date and ID, item, location, type, signed quantity, and source reference.
- Set the accepted movement types and sign rules for receipts, issues, customer and supplier returns, and adjustments; set the time zone and default as-of date.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Calculate Stock Balances:
You choose the request label and who can ask for reports. You provide the sheet and its columns. You set movement sign rules, a time zone, and a default report date.
You get a review note with the affected row and source reference. The report leaves incomplete, duplicate, or sign-conflicting rows out of the confirmed total.
You see that balance marked unavailable. The reply asks you for a starting figure before calculating it.
You get a ledger balance from your opening figure and signed movements. A physical count remains a separate check.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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