System overview

Babcock Inventory Operations Guide

The Babcock Inventory system combines an offline-first iPhone field app with connected Inventory Management. All signed-in Babcock staff use the same inventory permissions.

Staff access

One simple staff workflow

Babcock staff can capture, review, correct, and report inventory without selecting an application role.

  • Every staff login has the same inventory permissions.
  • Use the iPhone app for physical counting and Inventory Management for browser review and reporting.
  • Staff may add another staff login or connect an iPhone from Staff & Devices.
  • System maintenance for Apple and Cloudflare remains separate from daily inventory work.

Standard procedure

One controlled data flow

  1. 01

    Capture inventory on iPhone

    Use Start Quick Count for repeated products or New Item for a photo-first manual record.

  2. 02

    Finish and verify the field count

    Review quantity totals and follow-up flags before leaving the storage area.

  3. 03

    Confirm field synchronization

    Before leaving the count, confirm that Inventory Sync reads Up to date. Offline changes remain safely queued on the device.

  4. 04

    Review in Inventory Management

    Open Inventory Management in a supported browser, confirm Saved status, correct data from photos, process exceptions, and print the report.

  5. 05

    Verify the reviewed inventory

    Allow the iPhone to receive the latest revision and confirm representative corrected records.

  6. 06

    Archive outputs

    Export the CSV and save the manager report as a PDF under the approved inventory date.

Preflight

Before every inventory count

  • Charge the iPhone or iPad and confirm that adequate storage is available.
  • Open the camera once and confirm that camera and photo permissions are granted.
  • Confirm whether this is a new inventory snapshot or a continuation of the same completed audit.
  • Define the count area using a short operational name such as Freezer or Dry Storage.
  • Confirm that Inventory Sync reads Up to date before ending the count.