Custody and request review

Step by step

1. Identify the unit Inventory Clerk

   Inventory Clerk reads the pallet code, item, quantity, location and custody owner before preparing stock work. The handling unit may link to a parent request.

   • Checks current unit identity and location
   • Updates Pallet custody, Stock items, Storage locations

2. Prepare request Inventory Clerk

   Inventory Clerk records requested units, item, location, owner and required date. The request begins Draft.

   • Records proposed stock scope
   • Updates Stock requests

3. Submit review Inventory Clerk

   The clerk moves the request to Review so Inventory Supervisor can decide the current revision.

   • Sets Review status
   • Updates Stock requests

4. Decide current scope Inventory Supervisor

   Inventory Supervisor approves, rejects, returns or escalates the request and records a reason. The handover action records a decision and receipt against the request.

   • Records decision, reason and revision
   • Updates Review decisions, Operation receipts, Stock requests
   ApprovalA person approves before the work moves on.

5. Record physical custody Inventory Clerk

   Inventory Clerk updates the handling unit's status, location and custody owner from the actual handoff.

   • Updates owner, location and operating status
   • Updates Pallet custody

6. Continue stock work Inventory Clerk

   An Approved request can proceed to reservation or execution; the posted movement is the inventory effect.

   • Proceeds from approval to stock execution
   • Updates Stock requests, Stock movements

Inventory Clerk

Prepares the request and records the unit; Inventory Supervisor decides the revision; Auditor reads the resulting trail.