Agree the item, location and base-unit quantity before sending stock work for review.
App Administrator checks the organization and team membership. Inventory Clerk identifies the location code and eligibility note that apply to the physical work.
Inventory Clerk confirms the item identity, tracking mode and base unit. Agree how source paperwork quantities relate to that base unit before creating the request.
Inventory Clerk records a request number and subject, the item and location references, requested quantity and required-by date. Assign an owner who will answer review questions.
Inventory Clerk links the relevant inspection document, photo or manifest to the request. Use a clear title and attachment type so the supervisor can locate the supporting material.
Inventory Clerk checks the current revision and gives the Inventory Supervisor a request that can be understood from its saved details. Prepare a linked slotting plan where the work needs a zone and capacity decision.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.