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Feature · Inventory
Example screen with sample data
Inventory
Keep lot stock, reservations, custody and transfers tied to actual movements.
OverviewWarehouse Availability×
FMCG ERP · Inventory
New
Warehouse Availability
Inventory positions
| Product | Warehouse | Location | Lot number | Available quantity | Status | |
|---|---|---|---|---|---|---|
| PRD-5291 | WRH-120 | LCT-130 | L26-1637 | 150 | Active | |
| PRD-1781 | WRH-110 | LCT-120 | L26-0932 | 510 | Empty | |
| PRD-3779 | WRH-150 | LCT-150 | L26-2250 | 940 | Blocked | |
| PRD-2634 | WRH-120 | LCT-110 | L26-9884 | 310 | Active | |
| PRD-1314 | WRH-120 | LCT-110 | L26-6172 | 480 | Empty |
6 of 6 records
PRD-5291Inventory positions · IP-52437
ActiveWarehouseWRH-120
LocationLCT-130
Lot numberL26-1637
Available quantity150
What you can do
See stock by its complete identity
Warehouse Manager follows owned stock by entity, product, warehouse, location, lot and custody state. Available quantity reflects reservations and holds; it is not the same as total on hand. A line can be picked or in transit while the business still owns it. The stock event and movement retain the source of each change so a receipt, shipment or adjustment can be explained later.
Reservations claim eligible demand once. Picking consumes the same claim rather than creating a fresh pool of stock. Transfers move stock within one entity from a source warehouse to a destination warehouse. Dispatch and actual receipt are separate moments; a partial arrival leaves an identifiable remainder in transit.
How the work is organized
- Availability. The team checks product, location, lot, custody and reserved quantity before promising or picking stock.
- Movement. A stock event records the authorized change and its source, including receipt, pick, transfer and adjustment work.
- Count. Warehouse Manager locks a defined population, collects blind observations and requests independent review before an adjustment posts.
What to agree during setup
Set entity ownership and warehouse locations before loading opening positions. Agree when a lot is required, which stock can be held and who can release it. Choose the policy for a transfer’s approval, dispatch and destination confirmation. Staff should know how to identify stock still owned in transit, especially when the truck arrives with fewer units than expected.
For counts, define the warehouse and location scope, the count window and the variance thresholds. A blind count should show the counter what to inspect without letting the expected number dictate the observation. The approved adjustment must use the locked population and reviewed cost, preserving the original observation even when a recount occurs.
Check the handoff on an actual case
Start with a received lot split between two locations. Reserve part of it for an approved dealer order. A second order can claim only the remaining available quantity. If the first pick moves stock into a picked custody state, the quantity remains owned while its availability changes. Trace the event back to the order line and its reservation.
Move another part of the lot between warehouses. Warehouse Manager approves the transfer and records dispatch. Destination staff confirm a partial receipt; the remainder stays in transit until its own receipt or correction. Then count the destination scope. The counter records the observed quantity, another reviewer considers the variance and the posted adjustment appears once in stock and value.
What your team sees
- Warehouse Availability — Available lot quantity by warehouse and location.
- My Pick Tasks — Assigned physical work with planned start and end times.
Follow the work through
Continue with stock control and dealer order to delivery.
What it keeps track of
Data model- Products
- Trade goods and assembly outputs; master values do not rewrite transactions.
- Product units
- Versioned product-specific buy/sell packs and base conversions.
- Warehouses
- Physical sites may host segregated entity-owned positions; legal owner stays on each position.
- Locations
- Shallow warehouse bins, staging and transit custody locations.
- Inventory positions
- Current owned stock by complete identity and custody state; provenance is not a second balance.
- Inventory reservations
- Exclusive bounded demand claims through picking and owned transit.
- Stock events
- One immutable group of stock movements and the associated journal effect.
- Stock movements
- Signed position/layer legs; transfers balance quantity and value by SKU.
- Stock layers
- Remaining quantity/carrying value with receipt/output/return lineage.
- Stock transfers
- Same-entity transfer with actual dispatch/partial receipt and retained owned transit.
- Stock transfer lines
- Partial transfer quantities retain equal in-transit ownership and cost.
- Inventory counts
- Blind scoped counts with explicit review and cost before adjustment.
- Count lines
- Observed base quantity and signed variance against an unchanged locked population.
- Count locks
- Time-bounded counted scope protecting all identities, including newly appearing positions.
Who uses it
Permissions- Warehouse Manager
- Controls stock decisions, transfers and counts.
- Warehouse Operator
- Records assigned physical facts.
- Finance Manager
- Reviews valuation and required count authority; Accountant reconciles posted effects.
Set up FMCG ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.