Inventory control

Warehouse Manager controls available stock by product, warehouse, location, lot and custody. Reservations claim eligible quantity for a particular demand, while transfers and counts retain the physical evidence behind balance changes.

Inventory distinguishes on-hand, reserved and available quantities. A reservation stays linked to its order, work order material or transfer line. A same-entity transfer moves stock through dispatched and transit states before the destination confirms what it actually received. Count plans lock a defined scope and separate blind observation from an authorized adjustment.

• Prepare. Identify the entity, warehouse, location, lot and custody before a reservation.
• Decide. Warehouse Manager approves transfers and count adjustments against the stated scope.
• Record. Record source dispatch, transit and destination receipt as separate movements.

Agree warehouse and location ownership, lot handling and the permitted custody states for each item. Set count tolerances and who can authorize a stock release or adjustment. Rehearse a partial transfer receipt and a count variance. A paper movement should never silently create available stock at both ends.

An order requires a lot held in another warehouse. Warehouse Manager reviews a transfer request and approves its route to the destination. The source records what left; the destination records the actual remainder received. If a count finds a shortage, the counted quantity and variance stay visible for review before an adjustment posts.

At the handoff, the receiving person checks the source record, approval and remaining quantity. The team keeps the exception with its owner until the actual result is recorded.

When stock moves between warehouses, Warehouse Operator records the quantity that leaves the source and the quantity that arrives at the destination. A short receipt leaves a visible in-transit remainder for Warehouse Manager to resolve. Reservations still claim only stock with an eligible location and custody state. During a count, the counter records observed quantity while the manager reviews the variance and the independent approval. The team should trace any adjustment back to the count line and its original position.

• Stock available by location — Available stock with reserved quantity and location context.
• Transfers for approval — Pending transfers between named warehouses.

Follow the related process and use implementation to plan a representative operating cycle.