Warehouse, inventory and delivery
Receiving, on-hand and reserved stock, locations, serials and lots, picking, transfers, counts, returns and a movement ledger.
What this process solves
Sales and operations know what is physically available, reserved and ready to deliver.
When to use it
- When an engagement includes goods or equipment.
- When projects share the same inventory.
- When serials, lots, locations or returns matter.
How the process works
- 01
Receive goods
Receiving links item, vendor document, quantity, cost, location and serial or lot tracking.
- 02
Reserve and pick
An operational obligation reserves stock; picking confirms the actual issue.
- 03
Deliver and record
Delivery, transfer, return, adjustment and count enter the movement ledger.
Process outcome
- Accurate on-hand, reserved and available stock.
- Traceability of every movement and correction.
- Connection between project, cost, item and delivery.