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Handbooks: RefillFlow

Handle shortages, holds, returns and short closure

Account for every picked quantity before cancelling or accepting a short refill.

Review edition · 25 October 2026 · For Stores, Supervisor

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A shortage, operational hold, returned quantity and terminal short closure represent different facts. Use the one that actually describes the situation, and preserve quantities already picked or in transit.

Mark the shortage for follow-up

Stores staff within the responsible queue, or a supervisor, can use Mark a shortage. Enter its owner, reason and next review date and time. Change the shortage updates the current follow-up record. Clear the shortage records that this warning no longer applies.

Marking or clearing a shortage does not pick, return, receive or reduce the target. Keep the unresolved leg balance visible. Assign a real person and review time so the next shift knows who is investigating the missing supply.

Hold new progress when needed

A supervisor can hold a cycle with a reason. The hold stops new picking and dispatch. Material already moved can still be received at the line or physically returned under the appropriate operational authority.

Release requires the supervisor's resolution. If all target material arrived while held, the authorised release is also the completion decision. Do not expect the final receipt to clear the hold by itself.

A container dispute hold or unresolved opening condition is separate from an ordinary cycle hold. Resolve the specific hold type with its evidence.

Record a real return

Use Record material returned to stores, select the staged or in-transit leg, enter Quantity physically back in stores and a reason, then Record the return. Only quantities actually back may be recorded. Returning cannot exceed the leg's unresolved balance.

A return reconciles that leg amount and makes the remaining demand visible again. It does not mean the floor received those pieces. Tell the operator which leg is no longer arriving.

Choose the valid ending

Cancellation requires no received quantity, no unresolved staged or in-transit material, and no active cycle hold. A supervisor short-closes only after a positive partial receipt below target, with all leg balances reconciled and the exact accepted received quantity.

For a target of ten, six received and four never picked, a supervisor may accept short closure of six with a reason. For six received and four still in transit, account for the four first. Neither cancellation nor short closure is a way to make physically missing material disappear.

After the decision, read the terminal status and container state. Preserve the short quantity, reason and remaining real-world follow-up in the handover.