See where stock is held, who owns it and what your team can use now.
Inventory Manager prepares product categories, SKUs, warehouse locations and bins. A product has a stocking unit, tracking requirements and an effective cost method. Bins belong to their warehouse and can identify receiving, storage, pick, ship, quarantine or returns areas without requiring a full warehouse slotting system.
The stocked product-and-warehouse range is explicit. Products that have never been received, or have reached zero, remain visible in the relevant stock summaries. An absent positive stock row cannot hide an item the location is expected to carry.
Warehouse assignments define where each person can work. Deactivated identities and expired assignments cannot perform new stock actions. The same person holding several roles remains one person for approval checks.
| Product | Warehouse | Bin | Lot Number | Serial Number |
|---|---|---|---|---|
| PRD-5731 | WRH-140 | BNS-3203 | L26-6081 | INV-60820 |
| PRD-7689 | WRH-140 | BNS-4287 | L26-4399 | INV-10318 |
| PRD-5489 | WRH-130 | BNS-6774 | L26-6683 | INV-80102 |
| PRD-6893 | WRH-120 | BNS-5050 | L26-1993 | INV-56814 |
| PRD-3703 | WRH-130 | BNS-8895 | L26-3843 | INV-51402 |
| PRD-5050 | WRH-110 | BNS-6453 | L26-6691 | INV-58420 |
A stock position includes product, warehouse, bin, lot, serial, owner and custody state. In-transit positions also identify the transfer they belong to. These dimensions stay attached as goods move, so two owners or two serials cannot be combined into an unexplained balance.
Serial-controlled stock uses one stocking unit per serial, with only one positive position for that identity. Products requiring both lot and serial retain both. Established expiry follows the lot or serial through later receipts, transfers and returns; receiving the goods again does not restart their shelf life.
A consignment warehouse can hold owned or third-party goods. Its name alone does not establish title. Inventory Manager prepares stock hold, release or ownership changes; a different Inventory Manager approves the exact affected stock and value within authority. Authority uses the larger affected owned value before or after the change, even when the net movement value is zero. These recorded stock actions retain their own evidence. Admin configuration access cannot supply that decision, and physical relocation preserves the existing restrictions.
| Product | Warehouse | Bin | Lot Number | Quantity On Hand |
|---|---|---|---|---|
| PRD-7378 | WRH-140 | BNS-7012 | L26-0683 | 900 |
| PRD-3179 | WRH-120 | BNS-3583 | L26-7261 | 370 |
| PRD-7178 | WRH-130 | BNS-5434 | L26-0326 | 640 |
| PRD-4245 | WRH-110 | BNS-9276 | L26-2740 | 590 |
| PRD-2917 | WRH-110 | BNS-7294 | L26-2181 | 830 |
| PRD-9134 | WRH-150 | BNS-6075 | L26-8182 | 760 |
Hold, quarantine, damaged and expired stock is unavailable. A blocking count lock also prevents use. Availability checks current expiry and restrictions when the action is requested, so an overdue background reminder cannot make expired goods eligible.
The product-and-warehouse summary separates physical on-hand stock from inbound transit. Expected arrival is useful context for the buyer, but it does not satisfy a request for stock available now.
| Quantity or state | What it tells the team |
|---|---|
| On hand | Stock recorded in the selected position, with custody and owner visible |
| Allocated | Active claims still attached to that stock |
| Available | Eligible owned stored stock remaining after claims and current restrictions |
| Picked | Stock committed to work that has not yet completed its external issue |
| In transit | Dispatched stock still tracked against its transfer |
| Third-party custody | Goods held for another owner, separate from owned supply |
Receipts, counts and issues reconcile to the product’s stocking unit. A product-specific conversion defines packaging such as cases or pallets; a case cannot be assumed to contain the same number of units for every SKU.
Conversions retain their effective version and positive factor. Dimensional conversions must be compatible, and serial quantities remain integral. Existing transactions keep their captured unit and conversion when a later master version changes.
Inventory Manager prepares master and policy changes. An independent Admin activates the reviewed configuration, excluding its preparer and material editors. Restrictive holds retain existing claims while blocking their consumption. Ownership changes require those claims to be resolved or reassigned; changing a label cannot release another owner’s goods.
SKU renames and compatible merges preserve the identities on earlier documents. Changes to units, cost methods, tracking or ownership need controlled reconciliation of existing stock. Directly editing the current balance cannot replace a receipt, issue, transfer or reviewed correction.
Opening migration retains owners, controlled identities, remaining layers, claims and goods in transit at the accepted cutoff. Inventory Manager prepares the batch and a different eligible Inventory Manager approves its reconciled scope. Historical activity is evidence; importing it must not receive or issue the same stock again.
On-Hand by Warehouse shows the exact position and its operational quantities. Low Stock and Out of Stock retain the configured stocked range. Lot Expiry Soon helps authorized teams find controlled stock needing attention; it does not authorize a disposition.
See where stock is held, who owns it and what your team can use now.
Record each delivery, protect its stock identity and move received goods into the right location.
Reserve the right stock, record actual consumption and trace returned goods to their original movement.
Move stock between locations while keeping quantities, ownership and in-transit value accounted for.
Count against a controlled stock snapshot, investigate differences and post corrections with clear authority.
Give buyers a reliable shortage worklist with clear quantities, supplier context and follow-up.
Explain inventory value, consumption, shortages and corrections from the stock evidence behind them.
Frozen StockSnapshots reconcile exact remaining owned CostLayers by Product, Category, Warehouse and cost method in the installation valuation currency. Include picked/held/damaged owned stock and source-carried in-transit stock once; third-party custody is a separate non-owned quantity disclosure. Unknown costs block a final snapshot. AccountingExports sends only unaccepted event deltas; the closing value is a control balance, never another full-value journal.
| Product | Warehouse | Bin | Lot Number | Serial Number |
|---|---|---|---|---|
| PRD-5731 | WRH-140 | BNS-3203 | L26-6081 | INV-60820 |
| PRD-7689 | WRH-140 | BNS-4287 | L26-4399 | INV-10318 |
| PRD-5489 | WRH-130 | BNS-6774 | L26-6683 | INV-80102 |
| PRD-6893 | WRH-120 | BNS-5050 | L26-1993 | INV-56814 |
| PRD-3703 | WRH-130 | BNS-8895 | L26-3843 | INV-51402 |
| PRD-5050 | WRH-110 | BNS-6453 | L26-6691 | INV-58420 |
Exact remaining lot/serial positions and layer values as of cutoff, split by owner/status and disjoint days-to-expiry buckets: expired, 0–7, 8–30, 31–90 and over90; no-expiry/unknown-expiry positions remain separately visible. Use the warehouse-local expiry cutoff; same-day expiration policy is explicit. Returns and later receipts preserve established expiry. Value at risk includes only owned stock; alerts and FEFO guidance do not prove a markdown, sale or quality disposition.
| Product | Warehouse | Bin | Lot Number | Quantity On Hand |
|---|---|---|---|---|
| PRD-7378 | WRH-140 | BNS-7012 | L26-0683 | 900 |
| PRD-3179 | WRH-120 | BNS-3583 | L26-7261 | 370 |
| PRD-7178 | WRH-130 | BNS-5434 | L26-0326 | 640 |
| PRD-4245 | WRH-110 | BNS-9276 | L26-2740 | 590 |
| PRD-2917 | WRH-110 | BNS-7294 | L26-2181 | 830 |
| PRD-9134 | WRH-150 | BNS-6075 | L26-8182 | 760 |
Owns inventory integrity, count coordination, stock decisions and the external accounting reconciliation.
Prepare Products, ProductCategories, Warehouses, Bins, UnitsOfMeasure, ProductConversions, Suppliers, ReorderRules, StockAdjustmentReasons and StockSummaries assortment changes through MasterChangesPrepare InventoryPolicies subject to independent Admin activationPrepare and coordinate CycleCounts and PhysicalInventories, CountLocks and CountObservationsApprove StockAdjustments and count review only within explicit value authority and independently of requester, material editors and all counters for the targetPerforms physical stock work and blind counts in currently assigned warehouses, with cost fields masked.
Prepare GoodsReceipts and confirm actual receipt after protected cost/title checksPrepare Issues and Transfers, reserve eligible stock and perform guarded pick, unpick, issue, transfer departure and destination receiptExecute authorized ReturnAuthorizations receiving, restock, return-out or scrap after required decisionsCount assigned CycleCountLines and PhysicalInventoryLines through CountObservations, including independent assigned recountsFollows replenishment in an external purchasing process and provides receipt cost and supplier context.
Read Products, Suppliers, ReorderRules, StockSummaries, Inventory and receipt-only StockMovementsPrepare GoodsReceipts against external PO lines and confirm actual receipt when assigned to the warehouseReview receipt cost and documented external valuation-currency conversionPrepare vendor ReturnAuthorizations and external return follow-up but not authorize themReads current non-cost stock information for finance, sales or customer service without changing it.
Read Products, ProductCategories, Warehouses, Bins, non-cost Inventory and StockSummaries within granted sitesView On-Hand by Warehouse, Low Stock, Out of Stock and Recent Receipts (last 7 days) including on-hand, allocated, available and receipt quantitiesSupplier names and external reference display are limited to granted business scopeStandardCost, UnitCost, value deltas, layers, adjustment/count detail and inventory cost reports remain masked across UI, export and APIConfirm the delivery, establish its stock basis and put each received portion into storage.
6 stages · 1 approval
Claim eligible stock, record actual issue and resolve returns against source goods and reviewed value.
7 stages · 2 approvals
Authorize a move, trace dispatched stock and reconcile every portion at its destination or source.
7 stages · 2 approvals
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