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- Cold Storage Management
- Who it's for
- Chilled ingredient stores
Chilled ingredient stores
A chilled ingredient store may hold the same item in several lots with different receipt and expiry dates. Inventory Clerk needs a clear selection method and a reliable view of existing commitments. Inventory Supervisor reviews the current request and resolves shortages without losing the lot identity behind the decision.
How Cold Storage Management is set up for you
Consistent item units
Maintain the base unit and tracking mode with the item. Use that unit convention when preparing a request so the quantity can be compared with lot stock and existing reservations.
Rotation review
Agree the selection method using receipt dates, expiry and release state. Rehearse that method against real lots before applying it across a wider ingredient range.
Reservation protection
Check on-hand quantity less active held commitments before reserving more stock. A failed action records the shortfall for the supervisor's follow-up.
A chilled ingredient store may hold the same item in several lots with different receipt and expiry dates. Inventory Clerk needs a clear selection method and a reliable view of existing commitments. Inventory Supervisor reviews the current request and resolves shortages without losing the lot identity behind the decision.
Choose an ingredient whose lot history and location records are familiar to the team. Include an available lot with an existing reservation and a lot that needs eligibility review. Inventory Clerk prepares a request and explains the lot selection to Inventory Supervisor before running the reservation action.
Attempt a quantity greater than the free eligible stock and inspect the failure receipt. Then correct or cancel an earlier commitment through the authorized action and check its release. This rehearsal gives the team a concrete way to discuss a shortfall and the effect of a scope change.
Follow the accepted request through execution and reconciliation so Auditor can trace the lot quantity to its approved scope. Use [Eligible Stock Reservations](/cold-storage-management/modules/eligible-stock-reservations) and [Correction and reversal](/cold-storage-management/processes/correction-and-reversal) for the working handoffs. Introduce more items after the same unit and selection conventions are understood across the team.
Features to start with
Eligible Stock Reservations
Reserve only the eligible quantity that remains free after existing held commitments.
Storage Locations and Lots
Review where stock is held and whether a lot is suitable for the next requested action.
Stock Requests and Decisions
Keep each stock decision tied to the quantity and revision that the supervisor actually reviewed.
Roles on the team
- Inventory Clerk
- Prepare stock requests, maintain items, lots, locations and operational records, and run the stock actions on the Operations Desk.
- Inventory Supervisor
- Review and decide stock requests, reverse movements, correct or cancel scope, reconcile, and maintain stock policies.
- Auditor
- Read-only access to every record and the evidence trail (decisions, receipts, movements).
- App Administrator
- Maintain the organization and its team members.
Set up Cold Storage Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.