23. Monthly Checklist

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23. Monthly Checklist

Inventory reconciliation — a full physical stock count against every SKU’s “In Stock” figure. See [Section 6 — Stock Audit]/06-stock-audit/ — this is entirely manual today, so budget real time for it, and record discrepancies outside the system since there’s no audit trail for the corrections themselves.
Product data audit — walk through every field in [Section 3]/03-product-management/ and [Section 4]/04-product-variants/ for both products: correct HSN code, GST rate, FSSAI number, weight, images, and (if it exists by then) the real GSTIN. See the placeholder-value warnings in [Section 1]/01-getting-started/#basic-terminology and [Section 16]/16-invoicing/#system-capability-vs-businesslegal-configuration.
Pricing review — confirm current prices are still the intended ones, and check the known stale-listing-price cache bug hasn’t caused a mismatch (see [Section 14]/14-payments/#known-accepted-gaps-not-silently-missing—documented-on-purpose).
Sales report — same real gap as the weekly checklist: no report screen, use Orders → Export ([Section 17]/17-reports/).
Refund report — no dedicated report; review refunds/credit notes issued that month by scanning Orders with a refunded/partially_refunded payment status ([Section 8]/08-order-management/#payment-status-values) and any credit notes generated ([Section 16]/16-invoicing/#credit-notes-cancellations).
Customer report — no dedicated report or export exists for Customers (confirmed — only Orders and Products have CSV export, see [Section 17]/17-reports/). Manual review via the Customers list only.
Operational review — a check against .ai/next-tasks.md in the codebase for anything that moved from “blocked”/“not started” to real (e.g. Shiprocket Phase 1 going live, a real GSTIN being confirmed) — several sections of this wiki are written around specific placeholders that, once resolved, should trigger updates to this wiki itself.

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