Inventory and transfers

Inventory positions carry product, entity, warehouse, location, lot, custody state and quantities. A reservation is a bounded claim on a position and layer; picking changes custody without itself creating a customer sale or cost of goods sold. Stock events and movements retain the source and value of each effect. A location can represent receiving, picking, dispatch, transit or production, while the entity remains the legal stock owner.

Warehouse Manager reviews a transfer before dispatch. The movement retains in-transit quantity and value until the destination records actual receipt. A partial receipt leaves an explicit remainder, rather than disappearing from both warehouses. Count plans lock a scoped population, record observed quantities and route material variances through review before an adjustment is posted.

• Source. Keep the responsible entity, original document and current revision attached to the transaction.
• Decision. Send material releases and exceptions to the named reviewer with the exact scope and reason.
• Result. Record actual quantities and financial effects separately from plans and instructions.

Agree on warehouse and entity boundaries, lot policy, location names and who can release a transfer. Establish opening layers and standard costs before reconciling available stock. Keep the policy tolerance finite and visible to reviewers.

Decide which warehouse locations hold sellable, held and transit stock. Set the count tolerance before any count plan locks its scope. Warehouse Manager reviews the transfer; Warehouse Operator records each dispatch and receipt quantity. Use separate ordinary accounts to confirm that an operator cannot approve the transfer or adjust a count outside authority.

Transfer a lot from one warehouse to another and receive only part of it. Confirm that the remaining quantity is still owned in transit and cannot also be reserved at the origin. Count the destination position with a variance, request a recount and compare the resulting stock event with the original locked snapshot.

Warehouse Manager should reconcile source quantity, destination quantity and the still-owned transit remainder after the first receipt. The count team should compare the locked expected position with the observed and recounted quantity. Finance Manager reviews any valuation consequence before the adjustment posts.

• Available stock — Available positions by product, warehouse, location and lot, with reservations visible.
• Transfer review — Transfers waiting for Warehouse Manager approval before movement.

Follow the related process and review the data model.