Prepare stock context

Step by step

1. Identify the organization App Administrator

   App Administrator checks the operating site, its code and active state before staff begin using its stock records.

   • Establishes operating site and time zone
   • Updates Organizations

2. Maintain the item App Administrator

   App Administrator keeps the SKU, name, base unit and lot-tracking choice clear for the material in scope.

   • Establishes item identity and base unit
   • Updates Stock items

3. Identify the location Inventory Coordinator

   Inventory Coordinator checks the storage code, address and eligibility note where the stock is expected.

   • Names the physical stock address
   • Updates Storage locations

4. Check the lot Inventory Reviewer

   Inventory Reviewer examines the lot's expiry and release state when tracked stock is selected.

   • Shows expiry and release state
   • Updates Stock lots

5. Assign the worker App Administrator

   App Administrator checks the member's organization, user link, role name and active state.

   • Connects a person to the site
   • Updates Team members, Users

App Administrator

Maintains organization and item context; Inventory Coordinator selects the operating location; Inventory Reviewer checks lot eligibility; Auditor reads the record trail.