Inventory

The stock position belongs to an entity, product, warehouse and location, with a lot when the product requires one. Custody states distinguish available, held, picked, transit and production stock. A reservation claims eligible quantity for a specific order, work order or transfer; it cannot use the same units for another request.

A stock event records the economic movement and its linked position and layer changes. Transfer dispatch retains the same entity’s ownership while the stock is in transit. Partial receipt at the destination closes only the quantity actually received. A count locks its scope, records blind observations and routes a variance for independent review before adjustment.

• Identity. Keep the source record, entity and accountable person attached to each step.
• Decision. Record the reviewer and the exact scope they accepted before the next action.
• Evidence. Preserve actual quantity, date and correction history when execution differs from the plan.

For boxed ceramic goods, agree on the base unit, pack conversion, lot identity and physical storage locations. Choose who may hold stock, release a transfer and approve a count adjustment. Opening stock needs a known quantity and carrying value by complete identity; a summary warehouse total is not enough to explain later issues.

The team should choose one real pilot case and agree on its owner, decision point and exception route. Prepare the source identifiers and opening balances before importing old records. Review access with the person who will perform the work, and make the exception visible to the person who can resolve it.

Rehearse a transfer with one part received and another still in transit. Compare the source, transit and destination quantities, then check the total owned carrying value. Run a count in one location while a new position appears inside the locked scope. Confirm that the adjustment follows its reviewed variance rather than changing the observed count.

Check the final state against the original promise and the accepted source. The reviewer should be able to explain why a partial action left a remainder, which evidence changed it and who approved the next step. Repeat the case after a correction to make sure the original record remains traceable.

• Warehouse availability — Current stock by product, location and custody state.
• Count review queue — Observed variances awaiting the named reviewer.

See the operating process and the data model to prepare the case, assign the decision and reconcile its records.