A reviewed allocation starts with demand that the clerk can explain. The supervisor needs the current item, locations and requested units before deciding the request. Discuss the relevant policy guidance and retain its interpretation with the case so the next person can follow the decision.
Inventory Clerk creates stock requests with item, location, counterparty location, requested units, required date and owner. Gather relevant record attachments and move the prepared request from Draft to Review. Retain the current revision for the review input.
Inventory Supervisor reads the organization's policy guidance and discusses the channel priority and safety-stock quantity. Record why the selected rule applies and how much stock the authorized request should leave for other demand.
Inventory Supervisor approves, rejects, returns or escalates through the review workflow, recording the decision and rationale. An approved outcome advances the source to Approved with an incremented revision. Stale revisions and Executed or Cancelled requests are refused.
Inventory Clerk checks the request and matching operation receipts before proceeding. Repeat calls with the same stable operation key replay the earlier decision. Auditor reads the outcome without acquiring decision authority.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.