Stocktake Investigation

Stop Writing Off Stocktake Variances. Find the Root Cause in Minutes.

Mentana investigates every stocktake variance the moment it appears, traces it to a likely cause such as shrinkage, a short delivery or a missed receipt, and spots patterns across stores, shifts and suppliers. It prepares the fix and executes it once you approve.
Stocktake InvestigationStocktake Investigation
The Problem

Your Stocktake Shows the Gap, Not the Reason

Most teams accept stocktake variances as a cost of doing business. The count shows what’s missing, but finding out why means days of manual digging across systems, so most variances are simply written off.

Every Investigation Takes Hours

Checking a single SKU means cross-referencing receipts, purchase orders, POS logs and stock movements across separate systems.

Stock Gets Written Off Unexplained

Without a root cause, nobody knows whether it was a short delivery, a miscount, theft or a missed receipt, so nothing gets fixed.

The Same Leaks Keep Repeating

Variances across stores, shifts and suppliers are never linked. A supplier that keeps short-shipping, or a shift with repeated shrinkage, goes unnoticed.
Comparison

How Mentana Compares to Spreadsheets & ERPs

How Mentana’s autonomous supply chain AI platform compares against traditional spreadsheets and legacy systems of record.
Comparison of Mentana, spreadsheets, and legacy ERP systems for supply chain operations
Mentana Spreadsheets Legacy ERP
Problem diagnosis Instant AI diagnosis Manual forensic searching Flags variance amount only
Autonomous action & execution Executes with human approval Requires manual user entry System of record only
Cross-system orchestration Unifies ERP, POS, WMS + CRM Manual CSV copy-pasting Siloed inside native modules
Proactive risk detection Flags bottlenecks before disruption Discovered after failures occur Passive dashboards and alerts
Continuous self-learning optimization Self-improving predictive models Static formulas Fixed rules and parameters
Enterprise security & governance Full guardrails + R.A.V architecture Fragile, unprotected formulas Role-based transaction logging
Deployment time-to-value Live within 30 days Immediate, but fragile Months to years of setup
Features

Every Variance Explained. Every Fix Approved.

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AUTOMATIC INVESTIGATION

Every Variance Investigated the Moment It Appears

Mentana launches an investigation as soon as a count doesn’t match and alerts the right team, so no variance waits in a spreadsheet for manual review.
Stocktake Investigation - Automatic Investigation
ROOT CAUSE ANALYSIS

Know Why Stock Went Missing

Mentana analyzes ERP and POS data to find the most likely cause, such as shrinkage, a miscount, a short delivery or a missed receipt, and shows the evidence.
Stocktake Investigation - Root Cause Analysis
PATTERN DETECTION

Spot the Leaks That Keep Repeating

Mentana links variances across stocktakes, stores, suppliers and shifts to reveal recurring problems, like a supplier that keeps short-shipping or repeat shrinkage.
Stocktake Investigation - Pattern Detection
GOVERNED EXECUTION

From Root Cause to Fix, With Your Approval

Mentana prepares the supplier claim, missed-receipt confirmation or stock adjustment, and writes it to your ERP only after your team approves.
Stocktake Investigation - Autonomous Execution
Integrations

Mentana Integrates With Your ERP, POS, WMS, and Data Systems

Mentana connects directly to your existing ERP, POS, and data infrastructure.
SAP S/4HANA
Oracle NetSuite
Microsoft Dynamics 365
Odoo
Epicor
MYOB Acumatica
Pronto
+ More

Enterprise-Grade Governance for Supply Chain AI

Mentana is anchored by a secure, highly governed, technical infrastructure built specifically for enterprise supply chain operations. Every insight shows its evidence, and nothing reaches your ERP without approval.
Persistent Cross-System Context & Knowledge
Mentana keeps a persistent context layer by collecting data from your CRM, ERP and POS systems, giving it a greater scope to reason and provide insights.
The Unified Orchestration Layer
Mentana performs workflow sequences across disconnected systems and centralizes your operations into a single, cohesive execution interface.
R.A.V. Architecture Providing Guardrails
The Reasoning—Action—Validation architecture provides the guardrails, ensuring there is traceable evidence used in every insight and action.

Explore Mentana's Other Supply Chain AI Capabilities

Demand Forecasting

Predict future market demand and sales trends using machine learning.

Scenario Planning

Simulate "what-if" supply chain scenarios to build strategic operational resilience.

Procurement & Production Planning

Seamlessly align material sourcing with manufacturing schedules and capacity.

Inventory Optimization

Track, control and optimize stock levels across all locations in real time.

Stocktake Investigation

Audit, trace, and quickly resolve stock variances and count discrepancies.

Supplier Negotiation

Manage vendor relationships, track compliance and evaluate performance.

Sales Order Automation

Streamline fulfillment, track order statuses and automate workflows.

Frequently Asked Questions

What is stocktake investigation?

Stocktake investigation is the process of finding out why a physical stock count doesn’t match system records, and tracing each variance to its root cause, such as shrinkage, miscounts, short deliveries or missed receipts. Mentana automates this work, which is traditionally done by hand across ERP and POS data.

What causes stock count discrepancies?

The most common causes are supplier short deliveries, shrinkage or theft, point-of-sale scanning errors, missed or unposted receipts, and miscounts during the stocktake itself. Most inventory tools only flag that a variance exists. Mentana identifies which of these causes is most likely responsible.

How does Mentana investigate stock variances?

Mentana starts an investigation as soon as a stocktake variance appears. It analyzes ERP and POS data to identify the most likely cause, shows the evidence behind it, links related variances across stores, shifts and suppliers, and prepares a corrective action for your team to approve.

How is AI stocktake investigation different from manual investigation?

Manual investigation means cross-referencing receipts, purchase orders, POS logs and stock movements across separate systems, often over several days. Mentana does that cross-system analysis automatically, reducing a typical investigation from days to minutes, so your team spends its time fixing problems rather than finding them.

Can Mentana detect systemic inventory problems?

Yes. Mentana connects variances across stocktakes, locations, suppliers and shifts to reveal recurring patterns, such as a supplier that consistently short-ships or a shift with repeated shrinkage. Problems that look like isolated incidents in a single count become a pattern your team can act on.

Does Mentana make changes in our ERP automatically?

No. Mentana prepares the corrective action, such as a supplier claim, a missed-receipt confirmation or a stock adjustment. Nothing is written to your ERP until your team approves it, and every action is recorded for audit, so your team stays in control.

Which ERP systems does Mentana work with?

Mentana works on top of your existing ERP, including SAP S/4HANA, Oracle NetSuite and Microsoft Dynamics 365, as well as POS, WMS and data warehouses. Your ERP remains the system of record. Mentana adds the planning and execution layer without replacing it.