Warehouse stock

Warehouse Manager sets the entity and warehouse scope for each stock position. Inventory records the product, location, lot when used, custody state, owned quantity and reserved quantity. Available quantity follows that same position. Reservations connect demand to eligible stock; a picking or transit state remains distinct from available stock.

• Use the whole position. Warehouse Manager checks entity, product, warehouse, location and custody before reserving stock.
• Keep transit visible. Dispatched transfer quantity stays owned in transit until destination receipt or a resolved loss.
• Review counts. Warehouse Operator records blind observations; Warehouse Manager reviews a pending adjustment against the locked count scope.

Agree warehouse and location ownership, product units and allowed custody states. Define who may release a transfer, receive at the destination and review a blind count. A reservation must use available quantity in the exact owned position.

Rehearse a transfer with only part received at the destination. Check that the unreceived portion remains in transit and is unavailable for another pick. Then count one locked position, record the observation and require review before posting an adjustment.

When the team moves cartons to another warehouse, the transfer identifies both sites and each line’s dispatched and received quantities. In-transit quantity remains owned until received or explicitly resolved. A count locks a defined warehouse scope, records observations without revealing the expected balance to the counter, and needs review before a stock adjustment posts.

Warehouse Manager should reconcile the source and destination quantities by transfer line, including any unresolved transit or loss. Warehouse Operator records the physical receipt. For a count, keep expected quantity hidden from the counter until the observation is captured; Finance Manager reviews an adjustment that needs financial authority.

A transfer may be approved while the stock is still at the source warehouse. Only actual dispatch moves quantity into transit, and only actual receipt moves it to the destination position. After a count, Warehouse Manager should compare the observation with that position and retain the adjustment decision beside the resulting stock event.

• Warehouse Availability — Active owned positions with reserved and available quantity.
• Transfer Queue — Transfers waiting for Warehouse Manager’s release decision.
• Count Review Queue — Blind counts awaiting adjustment review.

Walk through the related process and use the data model to trace each source record. Set the owners and review boundaries in roles before an operating cycle starts.