Manager Portal

Plan, schedule and prepare every stocktake

The Manager Portal is your command centre: create events, import your data, allocate what needs counting and follow progress from anywhere — then analyse the results when it's done.

  • Multi-site events
  • Universal imports
  • 2FA protected
Your command centre

Everything that happens before the count starts

Build the event once, load the right data and let supervisors run the floor — with a clear audit trail from planning to reporting.

01

Create Stocktakes

Set up an inventory event in minutes. Define the event, pick the site and load the teams that will run it.

  • Multi-site and multi-store events
  • Reusable event templates
  • Clear ownership: you plan, supervisors run
02

Schedule Dates

Book counts that fit your operation. Schedule dates per site, region or department and keep the whole team on one calendar.

  • Per-site scheduling
  • Clash-free planning across locations
  • Notifications to supervisors and counters
03

Import Product Files

Your data, prepared to go. Transfer PMF and OTF formats and files straight into the event.

  • Universal format output module included
  • Product master data validation
  • Per-file previews before you commit
04

Import Staff

Rosters ready before the count starts. Load staff per site so supervisors can allocate counters to areas the moment they arrive.

  • Bulk staff import
  • Role-based permissions
  • Manage supervisor accounts centrally
05

View Progress

Live progress, wherever you are. Follow each event in real time: areas counted, active handhelds, exceptions and overall completion.

  • Real-time dashboards
  • Drill down to areas and counters
  • Alerts for stalled areas
06

Historical Reporting

Review, analyse and download. Review completed events, analyse variance over time and download report packs for your ERP or finance team.

  • Historical job review
  • Variance and trend analysis
  • CSV and ERP-format downloads

Transparent billing, inside the portal

Review historical billing and manage your plan directly from the Manager Portal — no surprises at renewal.

View pricing
One shared event

From plan to sign-off, without re-keying anything

Each application picks up where the last one finished, so the data stays consistent from setup through to your ERP.

Cloud Based

Log in from anywhere, on any device.

Secure

2FA on all manager accounts.

Live

Real-time event progress.

Universal Output

ERP-ready report formats.

Historical

Every completed event on record.

Multi-Site

One view across every location.

Ready to modernise your inventory process?

Book a demonstration today and see how Quantal can transform your next stocktake.

Book a Demo