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AI WORKFLOW · 05
Order, stock and reconciliation checks
Use existing exports to find differences across online orders, offline sales, inventory and department-store settlements.
Expected outcome
Produce a non-destructive difference report for finance or operations staff to resolve.
IMPLEMENTATION SOP
Practical implementation process
Start with one real but de-identified data set, then use the test result to agree ongoing scope, cadence, access and fees.
- 01
Choose one review period
Confirm the official source and bounded scope.
- Primary owner
- Business owner
- Step deliverable
- Scope and source list
- 02
Map the fields
Define required fields, status, access and approval conditions.
- Primary owner
- Business and approval owners
- Step deliverable
- Field, access and approval rules
- 03
Test de-identified data
Run one test with de-identified real data and review differences and gaps.
- Primary owner
- AI preparation / human review
- Step deliverable
- First difference and gap report
- 04
Classify variance causes
AI prepares the draft or report; authorised staff review facts and risks.
- Primary owner
- AI draft / staff approval
- Step deliverable
- Pre-approval deliverable
- 05
Approve and record adjustments
Record approval, version, owner and the next review date.
- Primary owner
- Authorised staff
- Step deliverable
- Version, approval and next-review record
READINESS CHECK
Information needed before starting
- Order ID, product code, quantity and status
- Inventory snapshot
- Sales, return or department-store settlement export
- Period, field definitions and current rules; no payment-card number
WORKING DOCUMENTS
Document toolkit you can open now
Open a document to view its recommended fields. These are starting templates; the working version is adapted to company process and access controls.
01Data field mappingAlign fields from different systems.Open documentClose document
Recommended fields
- 01Source and file
- 02Period
- 03Source field
- 04Standard field
- 05Matching key
- 06Date and time-zone rules
- 07Cancellation and return rules
- 08Owner
02Order and stock variance reportShow quantity, status and value differences for review.Open documentClose document
Recommended fields
- 01Order and product code
- 02Source A
- 03Source B
- 04Difference
- 05Possible cause
- 06Inventory or settlement impact
- 07Owner
- 08Status
03Variance approval recordRetain evidence for adjustment, refund and settlement decisions.Open documentClose document
Recommended fields
- 01Variance item
- 02Proposed action
- 03Quantity or amount
- 04Evidence
- 05Approver and date
- 06Action owner
- 07Completion status
DOWNLOADABLE TOOLKIT · v1.0.0
Fixed formats and compatible software
Start with the complete ZIP, or download Excel, Word or PDF separately. Traditional Chinese, Japanese and English are combined in each file, with version and approval fields included.
ZIPRecommendedComplete toolkit
Get Excel, Word, PDF and the usage guide together.
v1.0.0 · 2026-08-21 · 335 KB↓Excel .xlsxEditable working fileIncludes instructions and three ready-to-complete worksheets.
v1.0.0 · 2026-08-21 · 17 KB↓Word .docxFillable approval documentFor requirements, human review and approval records.
v1.0.0 · 2026-08-21 · 49 KB↓PDFReading and print editionA fixed layout for review, printing and internal briefing.
v1.0.0 · 2026-08-21 · 286 KB↓Excel is the editable operating file, Word is for completion and approval, and PDF is for reading and printing. No file contains macros or an automatic system connection. CSV is deferred until the real import schema is confirmed, avoiding a placeholder format that cannot be imported safely.
OFFICIAL SOFTWARE
Open with official software
This site does not host or repackage installers. Use the official sources below; Google Sheets can run directly in a browser.
HUMAN REVIEW · ACCESS
Human review and access boundaries
- The first cycle reports differences and does not write to source systems
- Do not provide card numbers, passwords or unnecessary personal data
- Refunds, adjustments, settlement and accounting require authorised approval
These are workflows available for assessment and phased introduction. They do not imply that the current website is connected to customer, order, inventory, finance, LINE or email systems. Data access, sending, automation, cadence, retention, fees and responsibility remain subject to testing and written scope.
START WITH ONE REAL WORKFLOW