Inventory & shelf life
Find usable stock and protect each lot through storage, movement and return.
Approval conditions
Visible to: Finance Manager, Warehouse Manager. Visibility does not establish approval authority.
- IC-53846 WRH-120 5 d
- IC-23849 WRH-150 in 12 d
- IC-30963 WRH-140 12 d
- IC-41654 WRH-130 in 1 d
- IC-85484 WRH-110 in 4 d
- Warehouse
- WRH-120
- Counter
- UG
- Policy
- FP-56543
- Lock
- CL-88152
- PlannedEnd
- 12 Sep
Approval conditions.
See stock at its actual location
Inventory positions describe current physical custody. Cost layers retain the carrying value associated with that stock, while stock events preserve actual receipts, movements, issues and corrections. Historical receipts remain useful provenance without being added to the current balance again.
Staged materials are still inventory until actual production issue. Issued resources belong to the batch’s WIP and are reconciled there. Goods away in transfer remain separately identifiable in owned transit, with their departure quantity and value preserved until actual destination receipt or an approved resolution.
Keep partial lots identifiable
Lot portions distinguish containers or other exact subpopulations that can receive different decisions. A partial release makes only its identifiable quantity eligible; the rest of the supplier or manufacturing lot retains its own position.
An internal split preserves the external lot identity and source. Opening part of a delivery records the affected population and its opening evidence while unopened goods keep their prior dates. Actual issues, transfers, returns and shipments retain those immutable population references.
Overlapping holds remain effective until every applicable restriction is resolved. Moving a container to another bin or retaining an order reservation does not remove its hold. Existing claims remain traceable and blocked while the team resolves the restriction.
Apply the right shelf-life rule
Reviewed policies distinguish manufacture, receipt, best-before, expiry and first-opening evidence. Timezone and cutoff rules make the actual eligibility boundary explicit, including how missing required dates are handled.
Expiry and applicable open-life deadlines block use and shipment. Best-before treatment and customer minimum remaining life follow their approved policies. The customer check uses the agreed delivery date, so a rescheduled delivery can require a new lot selection even when an earlier allocation was suitable.
Quality Manager independently reviews supported date corrections or extensions with evidence and retained history. Repacking and relabeling preserve prior age; a changed date alone does not establish fitness.
| Checkpoint | What is reconsidered |
|---|---|
| Reserve | Current eligible stock, active claims and customer requirements |
| Issue | Actual population, holds and time of use |
| Pack | Selected material, packaging and current eligibility |
| Hand over | Actual shipment scope, current dates and agreed delivery basis |
Move and reserve without losing ownership
Reservations distinguish available quantity from stock already claimed for a customer or batch. Converting a soft claim to a hard claim replaces its earlier state; picking then carries that ownership through the physical work.
Warehouse Manager independently authorizes protected transfers and stock decisions. Warehouse Operator records actual handling and partial destination receipt. A short or uncertain transfer remains unresolved at its real location rather than becoming a complete receipt at both ends.
Manual or imported storage observations retain their actual time, source and affected scope. Deviations feed the appropriate quality review and hold; recording an observation is distinct from operating a sensor or controlling storage equipment.
Count and correct the right population
A physical count locks the scoped warehouse positions and compares actual stock with the retained identity and version snapshot. Away transit and issued WIP are reconciled separately from a floor count.
Independent Warehouse Manager reviews adjustments. Discovered or changed identities, held or committed stock and above-value differences require the additional Finance Manager review and known cost specified by policy. Quantity and percentage tolerance tests remain distinct; an expected-zero discovery needs explicit review.
Bring returns back under control
Customer returns preserve the original shipment and issue-cost lineage and enter the required quality hold before reuse. Supplier returns remove the current carrying of the actual receipt descendants sent back. Physical disposition, commercial credit and cash refund remain separate decisions.
Consumed, shipped or otherwise committed descendants must be traced before a correction. Restoring quantity at an exhausted source would conceal the performed work. Lot Availability and Shelf Life shows current eligibility, while the allocation and dispatch process follows that stock through actual handover.
Modules
-
Products & recipes
Give each batch a clear recipe, approved label and consistent units.
-
Purchasing & suppliers
Follow ingredients and packaging from approved purchase to accepted delivery.
-
Inventory & shelf life
Find usable stock and protect each lot through storage, movement and return.
-
Batch production & packing
Follow actual inputs, processing and packed output through each batch.
-
Quality & traceability
Review each population and follow affected goods through the business.
-
Sales & fulfillment
Promise suitable stock and follow each customer order through handover.
-
Finance
Connect buying, production and customer delivery to each company’s books.
-
Reporting
Understand availability, batch performance and open obligations together.
Reports
All reportsLot Availability and Shelf Life
Show InventoryPositions and LotPortions with Lots, InventoryReservations, QualityHolds and the effective ShelfLifePolicies/LotDateEvents: owned quantity, disjoint restricted or claimed scope and currently eligible quantity in each product's base unit, with explicit unknown dates and evaluation time; apply customer remaining-life and expected-delivery requirements only for the identified order scenario and do not add parent portions to their children.
Roles and permissions
Records actual independent receipt, storage, population segregation, movement and handover.
Controls warehouse movements, count decisions, return scope and ready-shipment release.
Performs assigned released batch work and records actual input, processing and packing evidence.
Records actual population, sampling, process and storage evidence and prepares trace investigation.
Independently controls food specifications, exact population eligibility, date decisions and trace scope.
Related processes
Order to cash
Carry the customer promise from a reviewed offer to actual payment.
5 stages · 2 approvals
Procure to pay
Bring ingredients and packaging from reviewed purchase through supplier settlement.
8 stages · 3 approvals