1. Pallet Tracking System
  2. Features
  3. Pallet custody
Feature · Pallet custody

Pallet custody

Follow each handling unit by code, custody owner, item, location, quantity and status.

OverviewActive Stock Items
Pallet Tracking System · Pallet custody

Active Stock Items

Stock items

New
SKUNameTracking modeBase unitReorder pointSafety stock
SKU-546Item 960NoneBU-720240190
SKU-813Item 178LotBU-817440930
SKU-612Item 731SerialBU-877460470
SKU-492Item 652NoneBU-751390560
SKU-633Item 804LotBU-662420260
6 of 6 records
SKU-546Stock items · SI-11552
None
NameItem 960
Base unitBU-720
Reorder point240
Safety stock190
Example screen with sample data

What you can do

Keep a handling unit identifiable

The handling-unit register gives warehouse staff a place to identify a pallet, tote or license plate. Each record carries its own code, the item and quantity it holds, its location, custody owner and status. When a unit moves from staging to a load, staff can see who has custody before deciding what record needs attention. A linked stock request gives the unit operational context without replacing its identity.

A custody status is a physical operating label. Available, In Transit, Loaded, Staged, Held and Damaged describe where the unit stands. A posted movement adjusts the lot balance after approved request execution. Inventory Clerk maintains the unit record. Inventory Supervisor reviews the request that authorizes a stock effect.

How the work is organized

  • Identify the unit. Record the pallet code, item and quantity before a handoff.
  • Keep custody visible. Update owner, location and status when the physical handoff is recorded.
  • Connect authorized work. Link the unit to its request when stock work belongs to that request.

What to agree during setup

Agree a pallet-code convention that staff can read from a label and enter without ambiguity. Decide who maintains the custody owner text when a unit crosses a dock or yard boundary. Name the locations used for staging, storage and departure, and decide which staff may edit handling units. Align the item unit with the quantity shown on the unit so that a pallet quantity is clear to the person checking it.

Agree when the clerk changes a physical status. For example, does Loaded mean the unit is on a load before departure, or only after a dock check? Use one interpretation across shifts. Record how a damaged unit is held for inspection and who decides the related stock request.

Check the handoff on an actual case

A clerk records pallet PL-204 with an item, quantity, storage location and custody owner. It starts Staged while the shift prepares a load. The supervisor reviews the linked request; a decision records the current request revision and a receipt. The clerk records the actual custody owner and marks the pallet Loaded when the floor confirms it is on the load. The stock request follows its own execution path, which posts a movement and receipt for the inventory effect.

On a later check, the auditor can read the pallet’s current status beside the linked request, decision, receipts and movements. If the unit is Damaged, the custody record makes that condition visible to the next shift. Any correction to stock quantity follows the request and movement controls.

What your team sees

  • Handling Units Register — Find a pallet code and read its owner, quantity, status and location.
  • Open Stock Requests — Find the related request before acting on stock.
  • Posted Movements — Trace the inventory effect attached to an executed request.

Follow the work through

What it keeps track of

Data model
Pallet custody
Pallets, totes and license-plate handling units with custody.
Storage locations
Warehouses, bins, yards and cold rooms where stock is held.
Stock items
Stock keeping units with base unit, tracking mode and reorder settings.
Stock requests
Requests to receive, move, reserve or issue stock.
Loads
Inbound and outbound loads with carrier, dock door and seal.
Load stops
Sequenced stops and dock appointments for a load.
Review decisions
Approved, rejected, returned or escalated decisions on source records.
Operation receipts
Recorded, verified, failed or corrected operation evidence.
Stock movements
Posted signed-quantity movements that change on-hand inventory.

Who uses it

Permissions
Inventory Clerk
Maintains handling units.
Inventory Supervisor
Decides the linked request.
Auditor
Reads the evidence trail.

Set up Pallet Tracking System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started