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- Warehousing SCM
- Who it's for
- Lot-sensitive stockrooms
Lot-sensitive stockrooms
A stockroom that handles dated or controlled lots can trace each item from release state through a reservation or movement. Stock requests are the common case record. A location, item and owner connect the proposed work to the team that will carry it out. Decisions and operation receipts make later inspection possible without reconstructing the story from separate messages.
How Warehousing SCM is set up for you
Operating scope
Record the item’s base unit and lot-tracking setting. Review lot expiry and release state before selecting stock. Keep the lot reference with every relevant movement.
Request ownership
Record the request number, subject, due date and owner before another person reviews the work.
Decision trail
Keep the plan, reviewer decision and evidence linked to the parent request so a change of shift does not hide the reason for a choice.
A stockroom that handles dated or controlled lots can trace each item from release state through a reservation or movement. Stock requests are the common case record. A location, item and owner connect the proposed work to the team that will carry it out. Decisions and operation receipts make later inspection possible without reconstructing the story from separate messages.
Choose one lot-tracked item and a Released lot. Enter a stock request and compare the lot with any reservation and posted movement. Repeat with a Quarantined lot and agree the team’s handling decision. Use the Operations Overview to inspect the current workload and exceptions, then open the underlying records for the actual case. Agree how the team names locations and who may change item or membership setup. A pilot should cover one normal decision and one correction so everyone sees where the original record remains available.
When the pilot ends, compare each request with its linked plan, decision, attachment and stock effect where applicable. Keep the names used by operators aligned with the physical labels they see at a location. The [implementation guide](/scm-for-warehousing/implementation) gives a sequence for bringing these records into use.
Features to start with
Roles on the team
- Inventory Coordinator
- Prepare assigned operational records and execute eligible reviewed actions.
- App Administrator
- Maintain organization configuration and membership.
- Inventory Reviewer
- Review eligible revisions independently and reconcile operational evidence.
- Auditor
- Read authorized evidence and reports.
Set up Warehousing SCM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.