From available stock to reconciled position

Reserve, transfer and count stock while retaining ownership and source.

Step by step

Reserve stock Warehouse Manager

Use the available portion of an owned position for a specific demand.
- Use the available portion of an owned position for a specific demand.
- Updates Inventory, Reservations
Approve transfer Warehouse Manager

Release a transfer after reviewing source and destination scope.
- Release a transfer after reviewing source and destination scope.
- Updates Stock transfers, Approval decisions
ApprovalA person approves before the work moves on.
Record movement Warehouse Operator

Record actual dispatched and received quantities with transit remaining.
- Record actual dispatched and received quantities with transit remaining.
- Updates Stock transfer lines, Stock events
Count and review Warehouse Manager

Review blind observations before an adjustment posts.
- Review blind observations before an adjustment posts.
- Updates Count plans, Count lines
ApprovalA person approves before the work moves on.

And how to keep it from happening.

A reservation uses held or already reserved stock. Recheck available quantity in the exact position.
A transfer crosses legal entities. Keep transfer within the owning entity.
Destination receipt exceeds the dispatched remainder. Reject the excess and preserve transit.
A counter sees the expected balance before entering observations. Restart the blind count before adjustment.

Warehouse Manager: , Warehouse Operator.
: Each acts within assigned entity and warehouse scope; an independent decision is recorded against the current source revision.

Start free, then use Proto to change fields, steps and approvals before your team goes live.