Inventory

• Availability. Current positions distinguish available, held, picked, transit and production custody. A reservation claims eligible quantity against dealer demand or a work order.
• Movement. Stock events preserve the source of each posted change. Transfers dispatch from one location and receive into another while retaining owned transit quantity until resolved.
• Count. A count plan fixes the warehouse and scheduled scope. The counter records observed quantity; an independent review decides any authorized adjustment.

A receipt’s accepted quantity does not become a second balance when it moves into storage. Layers retain cost lineage and remaining value, while positions answer where stock currently sits. A blocked position or held lot remains owned without being offered as available stock.

Define warehouses, bins, staging locations and permitted entities. Confirm which products require lot control and the base unit used for quantity. Agree who can release stock, who records actual movements and who reviews a count variance. Set tolerances in the entity’s operational policy before counts become routine.

Plan how source events from handheld or other systems enter the app. A repeated event should resolve to the same economic action. An uncertain connected response needs reconciliation against its source before anyone retries a stock move. Keep the underlying event and correction chain accessible to finance.

Receive a lot-controlled stocked product, accept only the inspected quantity and place it in a storage location. Reserve part of that lot for a dealer order. Compare on-hand, reserved and available quantities. Pick a portion and verify the remaining reservation and available stock; picking alone must not recognize the sale’s cost.

Move some remaining stock to another warehouse within the same entity. Record dispatch, transit and a partial destination receipt. The in-transit remainder should still be owned and valued. Next, run a count on the destination location. The counter records an observed shortage; Warehouse Manager and Finance Manager review the variance before one adjustment posts. The original receipt and transfer history stay intact.

• Warehouse availability — Current positions by product, lot, location and custody state.
• My pick tasks — Assigned work with the planned window and actual pick status.
• Count review queue — Count plans with differences waiting for independent disposition.

See purchasing to receipt and dealer order to delivery. Review the data model when planning an opening stock import.