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  1. Plastics ERP
  2. Features
  3. Inventory
Feature · Inventory

Inventory

See available, reserved and in-transit stock by owner, warehouse and location.

OverviewAvailable stock
Plastics ERP · Inventory

Available stock

Inventory

New
ProductWarehouseLocationLot numberQuantity on handAvailable quantity
PRD-7102WRH-150LCT-120L26-0584420500
PRD-4571WRH-140LCT-150L26-5423250360
PRD-9738WRH-110LCT-120L26-4371590350
PRD-8682WRH-110LCT-150L26-7525540620
PRD-7007WRH-150LCT-140L26-7915440260
6 of 6 records
PRD-7102Inventory · INV-99548
WarehouseWRH-150
LocationLCT-120
Lot numberL26-0584
Quantity on hand420
Available quantity500
Example screen with sample data

What you can do

Keep the source and decision together

Inventory positions connect product, warehouse, location, lot, custody state, quantity and carrying value. A reservation consumes available capacity for an accepted order or work order. Stock events record physical changes, while layers retain remaining quantity and value.

Warehouse Manager reviews transfer scope and counts. Warehouse Operator records the actual movement. A dispatched transfer remains in transit until the receiving warehouse records its exact remainder; a planned move alone does not place goods in the destination.

How the work is organized

  • Agree. Agree which entity owns stock at every site.
  • Mark. Mark storage, held, picking and transit locations before the first move.
  • Set. Set who can approve count adjustments and transfer release.

An inventory position records legal owner, product, site, location and custody. Reservations claim eligible quantity for an accepted demand line. Warehouse Manager reviews a transfer before dispatch; Warehouse Operator records departure and exact destination receipt. Owned goods in transit remain visible and unavailable for another promise.

What to agree during setup

Agree which entity owns stock at every site. Mark storage, held, picking and transit locations before the first move. Set who can approve count adjustments and transfer release. Name the person who will review a changed revision and the person who will reconcile a posted correction. Check that both work within the right legal entity and assigned site.

Check the handoff on an actual case

A distributor holds several pallets in two warehouses. Sales reserves part of one position, leaving only its unreserved quantity available. The team dispatches a transfer of another portion and records it as transit. A blind count later compares observed stock with a locked snapshot; review precedes any correction.

For the two-warehouse move, compare source stock, the approved transfer line and the destination receipt. Dispatch only the released amount. If the destination receives less, keep the unresolved quantity in transit until a later receipt or reviewed loss records its fate. For a blind count, preserve the locked population and first observation before an adjustment decision.

What your team sees

  • Available stock — lists eligible positions and the quantity left after reservations.
  • Transfer board — follows approved transfers through transit and partial receipt.

Follow the work through

What it keeps track of

Data model
Inventory
Current owned stock by complete identity and custody state; provenance is not a second balance.
Locations
Shallow warehouse bins, staging and transit custody locations.
Warehouses
Physical sites may host segregated entity-owned positions; legal owner stays on each position.
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.
Count plans
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
, Warehouse Operator, Finance Manager handle their assigned steps within the legal entity and warehouse scope.
A preparer sends the current revision to a different eligible reviewer.

Set up Plastics ERP your way.

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

How to get started