Stock control

Show what the entity owns, what can be promised and what is moving between sites. An inventory position identifies product, entity, site, location, lot where needed and custody state. Quantity on hand differs from available quantity when stock is held or picked. Stock layers retain remaining value. A transfer records dispatched and received amounts separately.

Inventory positions separate owned quantity from available, held, picked and transit custody. A reservation ties stock to an accepted demand line. A transfer retains the requested scope, approval, actual dispatch and receiving evidence. Stock events explain each movement, while count adjustments require their own review.

• Check availability. Warehouse Manager compares positions, active reservations and the source of demand before release.
• Move between sites. A separate authorised reviewer approves the transfer; Warehouse Operator records actual dispatch into transit.
• Confirm receipt. Receiving staff record the quantity actually received, leaving any difference open for review.

The same product may appear in a dealer commitment, supplier receipt, warehouse position and invoice. Those records answer different questions. Use the source and event dates to explain whether a quantity is promised, owned, available, delivered or billed. Keep the person who prepared work separate from its required reviewer.

Agree who owns each location and which legal entity owns its stock. Review units and standard costs before opening balances. Set count scope, reviewer and variance rules before posting an adjustment. Agree the sites and locations in scope, product units and the custody state used for in-transit stock. Name independent reviewers for transfer release and count adjustments. Define how a short receiving quantity is investigated before closure.

Pilot a transfer with a partial receipt. The sender should see the dispatched quantity, the receiver should see only the confirmed receipt, and the remaining transit should stay visible until resolved.

A dealer order reserves stock at one site while another site requests the same product. Warehouse Manager approves a transfer. Dispatch places the quantity in transit; receiving confirms the actual remainder. A shortage is recorded as an exception rather than silently changing the quantity.

Dispatch a transfer, then count fewer units at the destination. Warehouse Operator records the actual received quantity. Warehouse Manager investigates the difference and seeks the required authority for any correction. The dispatch event remains unchanged so both sites can reconcile the movement.

• Stock Availability — Quantity on hand and available quantity by site and location.
• Transfer Approval Queue — Transfer revisions awaiting independent review.

See the related process and implementation planning.