Compare zone capacity, decide the submitted plan and coordinate approved stock work.
Inventory Clerk creates a Draft plan under the stock request with its zone, planned date, capacity and required cubic feet. Include the allocation rule, priority and safety stock context.
Inventory Clerk submits the plan through the slotting action. Draft moves to Submitted and the revision increases, identifying the proposal the supervisor must assess.
Inventory Supervisor reviews the submitted revision independently of its creator. Submitted moves to Approved or Rejected, retaining the decision date and increasing the revision.
Inventory Supervisor uses the stock review action for the selected request and records the decision and rationale. Approved scope proceeds to stock execution; returned or escalated work needs follow-up. Stale and already executed requests are refused.
After coordinating the physical work and stock posting, Inventory Clerk requests completion of the Approved plan. The plan moves to Completed with a fresh revision. Inspect the stock effect separately in the movement ledger.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.