The load and handling-unit records describe physical context around inventory work. Agree how the clerk associates that context with a request during the pilot. Keep the appointment, custody evidence and authorized stock result available to the supervisor when the next shift takes over.
Inventory Clerk records the load number and carrier, adding the dock door and seal number when known. Scheduled identifies planned work. Confirm the physical evidence when the load arrives and record its actual arrival time.
Inventory Clerk records each stop against its load and location, with the sequence and appointment date. Planned and Confirmed describe the stop's state. Review timing using Load Stops Schedule and assign follow-up when a stop becomes Missed.
Inventory Clerk checks the license plate, item, location, quantity and custody owner. Record Held or Damaged when the physical condition requires attention. Inventory Supervisor should resolve the case before the team treats that stock as ready for the next operation.
Inventory Supervisor compares the physical evidence with the request's actual stock movement and operation result. Inspect the posted quantity before closing the case. Auditor reads the same evidence and follows any exception still requiring a decision.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.