Inventory and transfers

A stock position identifies legal owner, product, warehouse, location, lot where used and custody state. Available quantity is distinct from quantity already allocated. A distributor can keep stocked items in separate warehouses and see whether a requested quantity is available before promising dispatch.

• Identify stock. Warehouse Manager checks entity, product, warehouse, location, lot and custody before making quantity available.
• Claim demand. Reservations allocate bounded stock to an order, work material or transfer without double use.
• Prove movement. Warehouse Operator records dispatch and receipt; Warehouse Manager resolves transit differences and count variances.

Agree which entity owns each warehouse position and which locations can hold saleable, held or in-transit goods. Reconcile opening quantity and carrying value before taking reservations. Decide who may release a transfer or stock adjustment and what evidence is required for a shortage.

Start with a single stocked product at two locations. The Warehouse Manager should be able to compare available quantity with open reservations. For a count, choose a locked scope and an independent review path so the observed number cannot simply copy the expected number.

A reservation claims a bounded quantity for an order, work material or transfer. Picking and transit preserve their own custody state. A transfer must account for dispatch and the exact remainder received; moving stock between sites does not change which entity owns it.

For a count, the Warehouse Manager defines and locks the scope. The operator records observed quantity without using the expected number as the count. Review considers variance and value before the authorized adjustment posts. The original stock event remains in history.

Rehearse a transfer that dispatches less than requested and receives less than dispatched. The Warehouse Operator records each actual quantity while the remainder stays in transit for review. Then count the destination location and confirm that a variance needs review before an adjustment changes stock.

• Available Stock — Warehouse Operator checks usable quantity by product and location.
• Transfers Awaiting Approval — Warehouse Manager reviews requested movement before release.

See the operating process and the data model for the connected records.