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- Cold Storage Management
- Who it's for
- Frozen-food warehouses
Frozen-food warehouses
A frozen-food warehouse needs the team to identify the correct lot before moving or committing stock. Inventory Clerk maintains the room and lot context, while Inventory Supervisor reviews the requested action and any excursion that needs an independent decision. The receiving and stock evidence should remain easy to follow across shifts.
How Cold Storage Management is set up for you
Recognizable cold rooms
Give each location a code and eligibility note the floor team understands. Use those same locations when preparing the request so the reviewer can assess the intended move.
Lot suitability
Review the release state with receipt and expiry dates before selecting a lot. Check held reservations when assessing the quantity still free for another request.
Excursion decisions
Record the sensor reference, peak in Fahrenheit and duration against the affected request. A permitted reviewer other than the creator decides the submitted excursion using its current revision.
A frozen-food warehouse needs the team to identify the correct lot before moving or committing stock. Inventory Clerk maintains the room and lot context, while Inventory Supervisor reviews the requested action and any excursion that needs an independent decision. The receiving and stock evidence should remain easy to follow across shifts.
Begin with a familiar product and a room movement that the team performs regularly. Inventory Clerk prepares the request and Inventory Supervisor decides the current request. Reserve eligible stock, execute the approved action and inspect the posted movement and operation receipt together.
Add an excursion case linked to the same operating context. Rehearse the creator's refused decision attempt, an independent decision and completion of an approved record. Review the lot release state separately before the next stock action. Bring the source observation or supporting document into the request evidence so the reviewer can explain the case.
Use [Storage Locations and Lots](/cold-storage-management/modules/storage-locations-and-lots) and [Temperature excursion to completion](/cold-storage-management/processes/temperature-excursion-to-completion) to prepare the first cycle. Expand the scope when the team can follow an ordinary stock movement and a temperature exception through their respective decisions and outcomes.
Features to start with
Storage Locations and Lots
Review where stock is held and whether a lot is suitable for the next requested action.
Stock Movements and Reversals
Apply signed stock effects once and retain the original evidence when an authorized reversal is needed.
Reconciliation and Evidence
Compare posted movement quantities with authorized scope and retain a clear verification or failure outcome.
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.