Agree the counted unit
Distinguish packaging type and identification method. Counting interchangeable units and tracking specific carriers require different information.
Also establish the counterpart: customer, branch or intermediary. Similar recipient names should not create independent versions of one balance.
Retain issues and actual returns
Quantity, date, recipient and handover reference are useful. Returns may happen separately from the next delivery and need their own identifiable event.
Damage, loss or onward transfer also need agreed treatment. Do not conceal them by changing a summary without retaining the reason.
Investigate from events to totals
Compare equivalent periods and scopes on both sides. Different cut-off dates can create a discrepancy without physical carrier loss.
For a logistics manager, the useful history identifies open handovers. WMS movement data can support that process. Dedicated packaging-settlement rules and automation scope still need separate agreement rather than being assumed from the existence of inventory movements. Each balance should remain traceable to the events included in its calculation.