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- 3PL SCM
- Who it's for
- Lot-tracked storage
Lot-tracked storage
For goods managed by lot, the stock item indicates lot tracking and each lot carries its code, expiry date, release state and owner reference. A released lot can support an approved request when free quantity remains at the intended location.
How 3PL SCM is set up for you
Lot identity
Keep lot code, item and owner reference together when stock is claimed.
Release evidence
Inventory Reviewer checks release state and expiry before Warehouse Operator uses the lot.
Free quantity
Compare posted on-hand with active claims at the exact item, site and lot.
Correction trail
A count or return uses a linked compensating movement with the first posting retained.
For goods managed by lot, the stock item indicates lot tracking and each lot carries its code, expiry date, release state and owner reference. A released lot can support an approved request when free quantity remains at the intended location.
A quarantined or blocked lot stays visible to the reviewer while the Warehouse Operator uses eligible stock. A linked movement records the physical issue; a correction keeps the original posting and points back to it. The Reconciliation Analyst investigates uncertain outcomes in the exception queue. A repeated source action must resolve through its operation key, while a changed source revision needs a new decision.
Choose a lot-tracked item with one released lot and one quarantined lot at the same client site. Coordinator prepares an approved request in the item's base unit. Warehouse Operator calculates free quantity from posted movements after active claims and selects only the released, unexpired lot. Try to claim the quarantined lot and confirm it is refused. After physical issue, compare the consumed reservation with the negative posted movement. If the count later differs, Inventory Reviewer examines the evidence before a compensating movement is posted. Reconciliation Analyst checks both effects and the original receipt, including a repeated operation key.
Features to start with
Roles on the team
- Coordinator
- Prepares scoped stock requests and coordinates stock operations.
- Inventory Reviewer
- Makes independent source-revision decisions and examines evidence before controlled corrections.
- Warehouse Operator
- Confirms physical stock work against an approved request.
- Billing Specialist
- Prepares client storage statements for independent review.
- Reconciliation Analyst
- Investigates operation receipts and compares linked effects with source evidence.
Set up 3PL SCM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.