Stock requests

Inventory Coordinator prepares the stock request around one item and the location where work will occur. The subject tells the team what is being returned or moved. The requested units and required date make the expected work visible. The owner is a team member in the operating organization, and the counterparty is a storage location. This is the record everyone should open when they need to understand why quantity changed.

A return request should be specific enough for Inventory Reviewer to make a decision without reconstructing the case from messages. For example, a return dock can raise a request for a damaged batch, name the receiving location and identify the item. If the item uses lots, the team should inspect the lot evidence before reserving or posting quantity. The request revision matters: a decision on an earlier quantity should not be treated as approval for a changed one.

• Prepare. Set the item, owner, organization, location, counterparty, quantity and required date while the request is in Draft.
• Review. Move the current revision into Review and attach the evidence the reviewer needs to make a reasoned decision.
• Execute. Work from an Approved request, then reconcile the actual signed movement and the Executed date.

Decide how staff distinguish a return dock from a warehouse or quarantine area. Agree who can own a request, who may review it and how a revised quantity returns to the reviewer. Check the base unit on every active item before importing requests. Decide when staff should cancel a request instead of editing its purpose. An operations lead should also define which attachments are shared and which stay internal.

The organization and storage location must be correct before work starts. If a team operates across organizations, a local request must keep the organization, item and team member aligned. A location name alone is a poor substitute for its code and operating ownership. Keep the required date useful for prioritization, especially when return evidence arrives later than the goods.

Take a returned lot that has reached a receiving dock. Inventory Coordinator opens a Draft request for its item and expected units, assigns the owner and attaches a receiving file. Inventory Reviewer reads the current revision, records a decision and explains the reason. Once Approved, the coordinator checks eligible quantity and the actual destination before posting. The movement points back to the request, so Auditor can connect the physical change to the earlier decision.

Change the requested units during the rehearsal. Verify that the new revision gets a fresh review before the team treats it as approved. Repeat the case with a rejected request and confirm that no stock movement is presented as its completed effect. This makes the reviewer handoff concrete before live returns arrive.

• My return requests — The coordinator’s assigned requests, with status, item, location and due date.
• Requests in review — Current requests awaiting an independent decision.
• Request workboard — Draft, Review, Approved and Rejected work grouped by status.

See request review and stock execution.