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- Bonded Warehouse Mgmt
- Data model
The tables behind Bonded Warehouse Mgmt
Bonded Warehouse Mgmt ships with 17 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 17
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Bond entry review
Bond entries.Parent references stock requests, with customs entry, dutiable value and release reference retaining entry context. Organization references Organizations.
Stock requests and movements
Stock requests connects Item, Location, Counterparty, Owner and Organization. Stock movements.Parent references the request; Lot references stock lots and Reverses references an earlier stock movements record.
Lot availability and reservations
Stock lots connects stock item and storage location. Stock reservations connects stock lot and stock request, retaining reserved units, expires at and Status. Allocation policies stores organization-level channel rules.
Locations and handling units
Storage locations belongs to Organizations. Handling units connects Location and Item while retaining license plate, Quantity and custody owner.
Loads and dock appointments
Load stops connects Load and Location, with Sequence, appointment at and Status describing the stop. Loads holds Carrier, dock door, seal number and arrived at.
Evidence and reconciliation
Review decisions and operation receipts connect source record to stock requests and Owner to team members. Record attachments.related record references stock requests. Team members links Organization and User to Organizations and Users.
Every table, by feature
- Bond entry review6
- Stock requests and movements7
- Lot availability and reservations6
- Locations and handling units7
- Loads and dock appointments3
- Evidence and reconciliation7
- Shared and settings1
- Bond entries
Customs bond entry records supporting release of customs-cleared stock.
Linked to Stock requests, Organizations - Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items - Review decisions
Approved, rejected, returned or escalated decisions on source records.
Linked to Organizations, Team members, Stock requests - Operation receipts
Recorded, verified, failed or corrected operation evidence.
Linked to Organizations, Team members, Stock requests - Record attachments
Documents and links attached to operational records.
Linked to Stock requests, Organizations - Organizations
Operating organizations that own warehouses, stock and team members.
- Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items - Stock movements
Posted signed-quantity movements that change on-hand inventory.
Linked to Organizations, Team members, Storage locations, Stock items - Stock lots
Lot or serial level inventory held at a storage location.
Linked to Stock items, Storage locations - Stock items
Stock keeping units with base unit, tracking mode and reorder settings.
- Storage locations
Warehouses, bins, yards and cold rooms where stock is held.
Linked to Organizations - Operation receipts
Recorded, verified, failed or corrected operation evidence.
Linked to Organizations, Team members, Stock requests - Team members
Warehouse staff and reviewers linked to an organization and platform user.
Linked to Organizations, Users
- Stock lots
Lot or serial level inventory held at a storage location.
Linked to Stock items, Storage locations - Stock reservations
Held, released or consumed reservations against eligible stock lots.
Linked to Stock lots, Stock requests - Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items - Stock items
Stock keeping units with base unit, tracking mode and reorder settings.
- Allocation policies
Channel allocation rules with priority and safety stock.
Linked to Organizations - Operation receipts
Recorded, verified, failed or corrected operation evidence.
Linked to Organizations, Team members, Stock requests
- Handling units
Pallets, totes and license-plate handling units with custody.
Linked to Storage locations, Stock items - Storage locations
Warehouses, bins, yards and cold rooms where stock is held.
Linked to Organizations - Stock items
Stock keeping units with base unit, tracking mode and reorder settings.
- Stock lots
Lot or serial level inventory held at a storage location.
Linked to Stock items, Storage locations - Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items - Stock movements
Posted signed-quantity movements that change on-hand inventory.
Linked to Organizations, Team members, Storage locations, Stock items - Organizations
Operating organizations that own warehouses, stock and team members.
- Loads
Inbound and outbound loads with carrier, dock door and seal.
- Load stops
Sequenced stops and dock appointments for a load.
Linked to Loads, Storage locations - Storage locations
Warehouses, bins, yards and cold rooms where stock is held.
Linked to Organizations
- Operation receipts
Recorded, verified, failed or corrected operation evidence.
Linked to Organizations, Team members, Stock requests - Record attachments
Documents and links attached to operational records.
Linked to Stock requests, Organizations - Review decisions
Approved, rejected, returned or escalated decisions on source records.
Linked to Organizations, Team members, Stock requests - Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items - Stock movements
Posted signed-quantity movements that change on-hand inventory.
Linked to Organizations, Team members, Storage locations, Stock items - Stock reservations
Held, released or consumed reservations against eligible stock lots.
Linked to Stock lots, Stock requests - Team members
Warehouse staff and reviewers linked to an organization and platform user.
Linked to Organizations, Users
Keys and references
Preserve published Id identifiers and recognizable codes such as stock items.Code, stock lots.lot code and Loads.load number. Stock requests.record number identifies the operating request; stock movements.source effect key identifies its stock effect. Operation receipts.operation key identifies the action outcome.
Stock movements.signed quantity supplies the balance effect while Quantity records the movement amount. Retain Posted and the original reversal reference when reconstructing the ledger. Stock requests.Counterparty is a reference to storage locations. Handling units.custody owner is text; it identifies custody without becoming a separate ownership account.
Review decisions.Revision and bond entries.Revision concern their respective review contexts. Keep the parent request and entry identities distinct. Load stops.appointment at is an appointment point, interpreted in the operating time zone.
Migration order
- Prepare Organizations and Users, then team members with the agreed membership.
- Prepare stock items and storage locations, then stock lots with reconciled opening quantities and conditions.
- Add stock requests with item, locations, organization and owner, followed by bond entries and supporting record attachments.
- Reconcile stock reservations and posted stock movements against the accepted stock cutoff; retain Reverses references in dependency order.
- Bring across review decisions and operation receipts as historical evidence, then prepare Loads, load stops, handling units and allocation policies for the operating handoff.
Set up Bonded Warehouse Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.