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- SCM with Lot Tracking
- Who it's for
- Expiry-sensitive stock
Expiry-sensitive stock
Cold rooms and other expiry-sensitive storage areas need a clear lot identity for each stock decision. The item defines the base unit and whether lot tracking applies. The lot carries its expiry date, release state and owner reference. Requests and reservations identify the item and location, with a lot link on the reservation when relevant.
How SCM with Lot Tracking is set up for you
Expiry context
Lot expiry dates can be reviewed alongside Released, Quarantined and Blocked release states.
Location context
Storage locations carry an eligibility note that helps the team discuss where stock belongs.
Claims on stock
An Active reservation records quantity, location and expiry against its parent request.
Evidence trail
A decision, operation receipt and any attachment stay linked to the request under review.
Cold rooms and other expiry-sensitive storage areas need a clear lot identity for each stock decision. The item defines the base unit and whether lot tracking applies. The lot carries its expiry date, release state and owner reference. Requests and reservations identify the item and location, with a lot link on the reservation when relevant.
Set up one item with multiple lots at a cold room location. Give one lot a near expiry date and another a different release state. App Administrator confirms the item and location records. Inventory Coordinator prepares a request for a specific quantity and required date. Inventory Reviewer checks the lot context and the source revision before deciding. After the action, compare any reservation and movement with the intended lot and location.
Run a second case in which a lot is marked Blocked after a claim has been discussed. Ask the team to inspect the current release state and active reservation rather than rely on a prior note. If a receipt is Failed or needs review, reconcile it with the request before reporting available stock. The exercise establishes a shared way to talk about the lot in use.
Features to start with
Roles on the team
- Inventory Coordinator
- Prepare assigned operational records and execute eligible reviewed actions. Own assigned organization and draft scope only; accepted evidence is read-only.
- Inventory Reviewer
- Review eligible revisions independently and reconcile operational evidence. Approve or reject through guarded actions only; cannot approve own submission.
- App Administrator
- Maintain organization configuration and membership. Administrative membership does not confer approval or execution authority.
- Auditor
- Read authorized evidence and reports. Read-only scoped audit with no write or action execution.
Set up SCM with Lot Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.