User Documentation

Stock Integrity Monitor

A complete guide for counting staff, supervisors, and management. It covers everything from submitting a stock count to reading your morning brief.

June 2026 Veridian Digital Solutions Uganda
Overview

What is SIM?

SIM, the Stock Integrity Monitor, is an AI-powered business intelligence system. It connects to your ERP, monitors your stock, finance, and operations data automatically, and delivers a personalised daily brief to each member of your team. When SIM spots an anomaly, it flags the issue and tracks it through to resolution, escalating where necessary, so your management team always has an accurate picture of the business before the working day begins.

Morning Intelligence
Every morning at 9:00am, each manager receives a brief written for their role: cash, receivables, stock compliance, or procurement status.
Stock Counting
Warehouse staff count products on Monday, Wednesday, and Saturday using a mobile form. SIM compares physical counts against ERP figures and flags discrepancies.
Automatic Alerts
SIM sends reminders when counts are due and escalates if submissions are missed. Variances above threshold are flagged automatically to the right person.
SIM reads directly from your Odoo ERP. No manual data entry for management. No spreadsheets. The data in your brief is the same data in your ERP, read automatically every morning.
Overview

How It Works

SIM runs automatically. Nothing needs to be triggered by management. Here is what happens every day, in order.

1
Early morning: SIM reads your ERP
SIM connects to your ERP and pulls live business data across all your locations: cash positions, receivables, purchase orders, vendor bills, and stock levels. Your team does not need to do anything.
2
SIM reconciles stock counts against ERP
On count days, SIM compares the physical quantities submitted by warehouse staff against ERP stock levels. Products with a variance above your configured threshold are flagged automatically.
3
7:20am: SIM reminds counting staff
On count days, if a warehouse team member has not yet submitted their count, SIM sends an automated reminder by email at 7:20am. No supervisor action is needed.
Reminders go only to staff who have not yet submitted. Staff who have already submitted will not receive a reminder.
4
8:20am: SIM escalates missing counts
If counts remain unsubmitted by 8:20am, SIM escalates to the escalation contact. This is an automatic alert, so management does not need to follow up by hand.
5
9:00am: SIM delivers the briefs
Each manager receives their brief by email at 9:00am. The brief is written specifically for their role and reflects live ERP data plus any count submissions received. Read it before your first meeting of the day.
Stock Counting

Count Schedule

Counting runs three days per week. Each product class has a defined counting frequency. Warehouse staff are required to submit by the end of their working day.

Count days and warehouse assignments are configured for your organisation by Veridian during onboarding.
Day Classes Counted Reminder Sent Brief Reflects Counts
Monday A  B rotation 7:20am if not submitted Tuesday 9:00am
Wednesday A  C rotation 7:20am if not submitted Thursday 9:00am
Saturday A  B  C 7:20am if not submitted Sunday 9:00am
Tue / Thu / Fri / Sun No counting required None ERP data only
Submit your count before your warehouse closes for the day. Late submissions may not appear in the next morning's brief. SIM processes them in the following cycle instead. If you cannot submit on time, notify your supervisor immediately.
Stock Counting

How to Count, Step by Step

The SIM count form works on any smartphone, tablet, or desktop browser. No app installation required. Open the form from any device on any browser. The form loads your assigned products automatically.

Count form address: sim.veridian.co.ug. Open this in your phone browser on count days. Save it to your home screen for faster access.
1
Open the count form on your phone
Go to sim.veridian.co.ug on your phone. The form will display the products assigned to you for today's count. If you see no products, it is not a count day for your location.
2
Physically count each product
Walk to the shelf or bay. Count what you physically see in front of you. Do not use the Odoo figure or any previous record. The whole point of the count is to verify what is actually there, not to confirm what the system shows.
3
Enter the quantity in the form
Type the number you counted next to each product. If a product is completely out of stock, enter 0. Do not skip any product on your list. A missing entry counts the same as a non-submission.
Count in the unit shown on the form. If the form shows cartons, count cartons. If pieces, count pieces. Do not convert. Enter exactly what you counted, in the unit displayed.
4
Submit before your warehouse closes
Press Submit when all products are entered. Wait for the confirmation message before closing the page. If you do not see a confirmation, do not close the form. Check your internet connection and try again.
5
Checking your previous submissions
You can verify your past counts at any time. Open the count form at sim.veridian.co.ug, log in with your PIN, and tap My submission history on the home screen. The form groups your submissions by date and category. Tap any category to see the individual products and quantities you recorded.
6
SIM processes your count overnight
SIM will compare your count to the Odoo stock figure overnight. If there is a significant difference, it will be flagged in the next morning's brief. You do not need to do anything further after submitting.
Stock Counting

Product Classes: A, B, and C

SIM classifies every product into one of three classes based on its revenue contribution and sales velocity. The class determines how often a product is counted each week.

A
Class A: High Priority
Counted every count day: Monday, Wednesday, and Saturday. Fast-moving products that contribute the most to revenue. Running out of a Class A product hits sales immediately.
B
Class B: Medium Priority
Counted on rotation: Monday and Saturday cycles. Important products with more stable stock levels. Counted regularly, but not as often as Class A.
C
Class C: Standard Priority
Counted on rotation: Wednesday and Saturday cycles. Lower-velocity products. Still counted regularly, just less often than A and B items.
SIM assigns product classes automatically based on sales velocity and revenue contribution. A product that has shown repeated counting variances may be temporarily elevated to a higher counting frequency regardless of its class.
Stock Counting

Variances & Alerts

SIM flags a count as a variance when the physical count differs from the ERP figure beyond the set thresholds. Variances are data quality signals, not accusations.

Variance thresholds are configured for your organisation during onboarding. When a variance exceeds your threshold, it is flagged automatically in the next morning's brief.

When SIM flags a variance, it appears in the management brief the following morning. SIM describes the discrepancy as a data observation. It does not assign cause or blame. The point is to surface the gap so the team can investigate and resolve it.

A variance does not automatically mean stock is missing. Common causes include delayed Odoo postings, goods in transit between locations, or counting errors. SIM flags the discrepancy, and the team investigates the cause.
Daily Briefs

Brief Timing

SIM operates on a fixed daily schedule. Everything happens automatically, and management does not need to trigger any of these events.

7:20am
Count reminder sent
Count days only
8:20am
Escalation if count still not submitted
9:00am
Morning briefs delivered by email
If your brief has not arrived by 9:30am, check your spam folder first. Briefs come from bizpilot2@gmail.com. If it is not in spam, contact Veridian support immediately. Do not wait until the afternoon.
Daily Briefs

Brief by Role

Each role receives a different brief written specifically for what they need to act on. Below is what each brief contains and what to do with it.

Country Director
Executive Brief: Full Business Picture
What this brief contains
  • Total liquid cash position, broken down by bank account and mobile money, with movement versus the previous brief
  • Yesterday's sales invoiced in Odoo, collections received, and net cash movement
  • Month-to-date sales, collections, and gross margin percentage
  • Overdue vendor bills: supplier name, amount, and days overdue
  • Outstanding customer receivables: accounts that may need action
  • Stock count compliance: how many warehouse staff submitted counts
  • Action required: specific items that need a decision before the team can proceed
What to do: Read the ACTION REQUIRED section first. These are items SIM has identified that need your direction. Everything else is informational context.
Group Head of Finance
Finance Brief: Receivables and Data Quality
What this brief contains
  • Total outstanding receivables and the portion that is unmatched: payments collected but not yet reconciled to invoices
  • Top customers with the largest unmatched balances
  • Data quality flags: entries with missing partner fields or reconciliation gaps
  • Collections pipeline status
What to do: Focus on the unmatched receipts figure. This is money already collected that has not been matched to invoices. It overstates your real debtor exposure, and the reconciliations team needs to clear it.
Finance Reconciliations Manager
Reconciliation Brief: Daily Task List with Odoo Navigation
What this brief contains
  • Customers ranked by unmatched receipt balance, largest first
  • For each customer: the exact Odoo navigation path to open, what entries to look for, and what action to take
  • Journal entries with no partner assigned that need correction
  • Total unmatched balance and how many customers are in the backlog
What to do: Open Odoo and work through the Priority Tasks list from top to bottom. Each task is self-contained: follow the navigation path and complete the action. Start with the largest balance.
Finance Head
Operations Brief: Collections, Invoicing, and Reconciliation Overview
What this brief contains
  • Yesterday's invoicing total and number of invoices posted in Odoo
  • Yesterday's collections received and number of payment entries
  • Reconciliation backlog: total unmatched receipts, broken down by top customers
  • Any flags requiring attention from the finance team
What to do: Review the reconciliation backlog. The detailed task list has been sent separately to the reconciliations team. Your role is to monitor that the backlog is reducing and to escalate if it is not.
Findings Management

SIM Tracker

SIM Tracker is a findings management tool for finance, audit, and operations teams. When SIM detects an anomaly in your business data, it logs the issue as a finding in the Tracker. SIM assigns each finding to the relevant team member, either automatically through its learned assignment rules or by hand through a designated reviewer.

Every finding stays open until someone investigates and resolves it. The Tracker gives your team one place to see what needs attention, who owns it, and how long it has been open, so nothing gets missed and no finding sits unactioned indefinitely.

Designated reviewer
Review, update, and track to closure
Reviews findings, updates statuses, and tracks resolution progress to closure.
Finance staff
Action and resolve in your ERP
Action findings in your ERP and mark them resolved.
Operations staff
Investigate stock and warehouse findings
Investigate and resolve stock and warehouse-related findings.
Management
Monitor the backlog
Monitor the backlog and ensure issues are being closed.

How to access it. Your Veridian account manager will send you an invite link. Open it on any browser, set your password, and you are in. Access is role-based: each user sees only what is relevant to their role. The Tracker is separate from the count form and the morning brief, and it is available at all times, not only on count days.

What a finding contains. Each finding shows the anomaly type, the amount involved, the date it was detected, how long it has been open, and its current status. Findings are sorted by age so the most urgent items are always at the top.

Finding statuses
Open In Progress Resolved Closed
Support

Contact & Support

For any question about SIM, whether your brief did not arrive, a count will not submit, or a figure needs explaining, contact Veridian directly.

WhatsApp
+256 752 172 311
Fastest response
Email
t.kavuma@veridian.co.ug
For detailed queries
Website
veridian.co.ug
Product information
Support

Frequently Asked Questions

I submitted my count but I made a mistake. Can I resubmit?
Yes. Submit again before your warehouse closes for the day. SIM uses the most recent submission. If the deadline has already passed, contact Veridian support and we will process the correction manually.
My brief has not arrived. What do I do?
First check your spam or junk folder. Briefs come from bizpilot2@gmail.com. If it is not there by 9:30am, contact Veridian on WhatsApp immediately. Do not wait until the afternoon to raise it.
A product is not on my count list. What do I do?
Count only the products on your list. If you believe a product is missing that should be counted, note it and report to your supervisor. Contact Veridian so we can review the product assignment. Do not add products that are not on the form.
The brief shows a figure I believe is wrong. What do I do?
SIM reads directly from Odoo. If a figure looks wrong, the most likely cause is a transaction that has not yet been posted in Odoo. Check with the relevant accounts team member whether the entry has been posted. If the discrepancy continues, contact Veridian.
The count form will not load or submit. What do I do?
Check your internet connection first. If the problem continues, record your counts on paper immediately and contact Veridian support. Do not wait until later in the day. You can enter counts recorded on paper by hand before the deadline.
I received a reminder but I already submitted. Is that normal?
Check your submission history first: open the count form at sim.veridian.co.ug, log in, and tap My submission history on the home screen. If your count appears there, SIM received it and you can ignore the reminder. If it does not appear, your submission did not go through, so resubmit immediately or contact Veridian on WhatsApp.