Annual Inventory, Simplified
Count fast, auto-explode BOMs, reconcile clean — no paper, no Excel hell.
CARETAnnual Inventory turns the year-end physical count from a paper nightmare into a structured, multi-user, mobile-friendly process. Upload BOMs from your ERP via Excel template (or API integration); name and open the year's inventory — e.g., "Annual Inventory 2026" — and the entire team captures part, quantity, bin and folio from any device. The system saves each capture and clears the screen for the next one — designed for hundreds of captures per shift without friction. The Preview submodule explodes BOMs against finished-goods counts to generate a raw-material level report, exportable to Excel for ERP reconciliation. The count that took a week happens in a day.
5 Core Capabilities
BOM Upload — Template or API
Download the Excel template, fill it with your BOM structure, import it. All materials, sub-assemblies and finished goods loaded for the count. Optional API integration to automate upload and round-trip with your ERP.
Fast, Frictionless Capture
Capture part, quantity, bin, folio. The system saves and clears for the next entry — designed for the operator who does this hundreds of times per shift.
Multi-User, Multi-Location
Multiple counters work simultaneously in warehouse, line, staging, WIP. Each capture logged with timestamp and author. The same inventory open on every device — no master file to break, no version conflicts.
BOM Explosion (Preview)
The Preview submodule multiplies finished-goods counts against their BOMs to generate the true raw-material total. The math nobody wants to do by hand happens automatically.
Excel Export and Audit Trail
Export results to Excel for ERP reconciliation. Each capture traced by user, time and location. Sortable, filterable, printable. Auditor questions answered before they ask.
4 Business Outcomes
Faster Count Day
A week of counting compressed to a day
Clean Reconciliation
BOM-exploded totals ready to cross with ERP
Audit-Ready
Each capture traced by user, time and bin
Lower TCO
Modular SaaS deployment, does not replace your ERP
How It Fits
- Coexists with SAP, Oracle or any ERP — does not replace it.
- BOM upload via Excel template or via API integration (optional).
- Multi-user, multi-device — counters work from phone, tablet or laptop on the floor.
- Inventory names, location types and BOM levels configurable.
- Deployed plant by plant in days. Designed for the annual moment that has to go right.