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Operations & governance

5. Reservation, issue, transfer and work-order return

Preserve exact bin, batch/serial and ownership identity across internal demand and custody handoffs.

Purpose

Preserve exact bin, batch/serial and ownership identity across internal demand and custody handoffs.

Roles

Materials Planner, Stores Officer, Quality Inspector

Example

Work order E2E-CA-WO-001; reserve 2 E2E-CA-ACT-001 from MAIN-01; transfer 1 to SITE-B; return 1 unused unit.

Before you begin

  • Usable unrestricted stock exists
  • Source and destination locations are authorised
  • A CLEAN return inspection report exists in Documents

Procedure

  1. 1

    Plan the work-order kit against the exact stock identity.

  2. 2

    Have a different Stores Officer issue it after work-order and source-bin camera or keyboard-wedge scans.

  3. 3

    Dispatch and independently receive an inter-location transfer with camera-confirmed transfer, source and destination references plus a seal reference.

  4. 4

    Authorise the unused return, then use the Camera actions to confirm the return reference, work order and quarantine location before independent intake. During inspection, camera-confirm the selected restock destination and link the stored report version.

Expected result

  • Reservation immediately removes quantity from usable stock
  • Planner cannot issue their own kit
  • Dispatcher cannot receive their own transfer
  • Decoded previews require operator confirmation and do not post stock
  • Return evidence is linked to the immutable document version
  • Wrong location, over-return and identity substitution are rejected atomically

Documentation version 2026.09

Last reviewed August 2026