← Back to the whole operation

03 / Stores, inventory and materials

Know what is in stock, and where it went.

What arrived? What was sent to production? What should still be on the shelf? Bring those movements together so the stores team can explain the stock balance, not just report a number.

How this part connects

Goods come in. Goods go out. Check what is left.

Goods / workConnected records
Goods come in. Goods go out. Check what is left.Deliveries add to stock. Goods sent to production, transferred to another location or dispatched leave that store. A stock count checks whether the recorded balance matches what is actually there. Receipts Stores Issues Transfers Dispatch Physical count Goods come in. Goods go out. Check what is left.Deliveries add to stock. Goods sent to production, transferred to another location or dispatched leave that store. A stock count checks whether the recorded balance matches what is actually there. Receipts Stores Issues Transfers Dispatch Physical count

Deliveries add to stock. Goods sent to production, transferred to another location or dispatched leave that store. A stock count checks whether the recorded balance matches what is actually there.

Illustrative process.

Explore the full process
01

Explain a stock difference

If the count does not match the record, start with the deliveries, transfers and goods sent out. Find the movement that needs checking before adjusting the balance.

02

Keep stores and production on the same page

Record what stores sends to each production job, whether it is ingredients, plastic resin or packaging. Both teams then have a clear starting point when they check what was used.

03

Follow goods between locations

A transfer out of one store should have a matching receipt at the next. Follow the goods across that handover, including deliveries to depots and branches.

Full process: Stores, inventory and materials

Every movement has a place in the balance

Operation flowRecords to compare
Every movement has a place in the balance Start with the opening stock and add deliveries received. Subtract goods sent to production or dispatched, and record transfers at both locations. Compare the resulting balance with a dated stock count. Purchase records and weighbridge readings help the stores team check what arrived. Receipt Order, load, quantity Storage Location and material Issue or transfer Purpose and destination Dispatch Goods leaving stores Recorded balance Opening + movements Physical count Compare and investigate Recorded balance ↔ physical count Purchase records Weighbridge Production issues Physical count
  1. ReceiptOrder, load, quantity
  2. StorageLocation and material
  3. Issue or transferPurpose and destination
  4. DispatchGoods leaving stores
  5. Recorded balanceOpening + movements
  6. Physical countCompare and investigate
Recorded balance ↔ physical count
Purchase recordsWeighbridgeProduction issuesPhysical count

Start with the opening stock and add deliveries received. Subtract goods sent to production or dispatched, and record transfers at both locations. Compare the resulting balance with a dated stock count. Purchase records and weighbridge readings help the stores team check what arrived.

When stock does not add up, where does your team start looking?

Bring a question your team needs to answer. We will walk through the work and the records with you.

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