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- Cold Storage Management
- Who it's for
- Cold stores with busy dock handoffs
Cold stores with busy dock handoffs
Cold-storage dock teams need to know which load is arriving and who holds the physical unit during the handoff. Inventory Clerk maintains appointment and custody records while Inventory Supervisor follows operational exceptions. The stock request remains the point of reference for the authorized quantity and its posted inventory effect.
How Cold Storage Management is set up for you
Arrival context
Record the carrier, dock and seal with the load. Use sequenced stops and their appointment dates to explain what the receiving team expects next.
Handling unit identity
Confirm the license plate, item and quantity at the physical unit. Keep its location and custody owner clear when the next shift takes responsibility.
Exception visibility
Record a missed stop or a held or damaged unit in the state that describes the actual situation. Review the corresponding stock work with the supervisor before proceeding.
Cold-storage dock teams need to know which load is arriving and who holds the physical unit during the handoff. Inventory Clerk maintains appointment and custody records while Inventory Supervisor follows operational exceptions. The stock request remains the point of reference for the authorized quantity and its posted inventory effect.
Start with a familiar inbound load and a handling unit the team can identify on the floor. Inventory Clerk prepares the stop and records the arrival, then compares the staged unit with its license plate and custody entry. Ask the next shift to locate the unit using those records.
Repeat the handoff with a missed appointment and a damaged unit. Inventory Supervisor should be able to identify the outstanding operating issue and the stock request whose scope needs review. Execute only the appropriate approved action and inspect its movement evidence separately from the load's progress.
Use [Loads and Handling Units](/cold-storage-management/modules/loads-and-handling-units) and [Load and custody handoff](/cold-storage-management/processes/load-and-custody-handoff) to prepare the rehearsal. Agree any carrier-system connection during setup, including the identifiers used to match incoming load details to the operating records. Expand after the next shift can explain both physical custody and the relevant stock outcome.
Features to start with
Loads and Handling Units
Follow dock appointments and physical custody alongside the stock actions they support.
Stock Requests and Decisions
Keep each stock decision tied to the quantity and revision that the supervisor actually reviewed.
Eligible Stock Reservations
Reserve only the eligible quantity that remains free after existing held commitments.
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.