Authorize a clear item and quantity scope with a reason tied to the source revision.
Inventory Clerk creates a Draft request with item, location references, base-unit quantity and required-by date. Assign the owner and use a subject that explains the stock work to the supervisor.
Inventory Clerk attaches the relevant manifest or instruction and checks the current revision. Consult the applicable channel policy and identify any question about the requested quantity.
Inventory Supervisor records Approved, Rejected, Returned or Escalated with the reason and source revision. Approval moves eligible request scope to Approved and increments its revision.
Inventory Clerk resolves the reason for a returned or escalated request through the agreed review procedure. The next decision must refer to the current scope; earlier decision evidence remains available.
Inventory Clerk checks the approved quantity and selected item and location before using the stock action. Inspect existing holds and lot eligibility where a reservation is needed.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.