Reservation and execution

Protect eligible lot quantity and verify the posted stock effect.

Step by step

Select lot Inventory Clerk

Inventory Clerk works with stock lots, stock requests. Identify eligible source quantity.
- Identify eligible source quantity
- Updates Stock lots, Stock requests
Reserve Inventory Clerk

Inventory Clerk works with stock reservations, stock lots. Hold free quantity against request.
- Hold free quantity against request
- Updates Stock reservations, Stock lots
Post Inventory Clerk

Inventory Clerk works with stock movements, stock lots, stock requests. Apply signed quantity and execute request.
- Apply signed quantity and execute request
- Updates Stock movements, Stock lots, Stock requests
Verify Inventory Supervisor

Inventory Supervisor works with operation receipts, stock movements, stock requests. Compare posted total with authorized quantity.
- Compare posted total with authorized quantity
- Updates Operation receipts, Stock movements, Stock requests

Inventory Clerk: Prepares the work; Inventory Supervisor owns review and correction; Auditor reads the retained evidence.

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