StoresFlow handbook
Record and control physical stock, locations, demand, counts and the Purchasing handover.
Review edition · 25 October 2026
Search for general tasks or screen messages. Leave out customer details and private job data.
24 guides
StoresFlow
Start here: Owner
Prepare the site and assignments, and arrange independent operational authority.
OwnerYour roleStart here: Author
Prepare materials and policies, exact quantities and evidence for review.
AuthorYour roleStart here: Reviewer
Check exact proofs, operational impact and reviewer independence before activation.
ReviewerYour roleStart here: Supervisor
Oversee physical stock, discrepancies, holds and the Purchasing handover.
SupervisorYour roleStart here: Operator
Record actual receipts, locations, picks, issues, returns and count observations.
OperatorYour roleStart here: Viewer
Read current quantities, movements, receipts and retained evidence safely.
ViewerSite administrationSet up stores, bins and opening stock
Prepare locations and reviewed imports before a single controlled opening.
Owner · Author · Reviewer · SupervisorAuthoringPrepare materials, exact units and policies
Build the reference and policy drafts production will use.
Author · ReviewerAuthoring and approvalProve, review and activate an exact release
Check independent examples, current impact and reviewer rules, including rollback.
Author · ReviewerEveryday workReceive and put away an actual delivery
Record partial arrivals, approved lots and physical placement without duplicating a receipt.
Operator · SupervisorEveryday workReserve, pick and issue for a job
Keep requested demand, committed material and physical use distinct.
Operator · Supervisor · ViewerEveryday workMove material and return unused stock
Preserve custody through transfers, arrivals, picked returns and issued returns.
Operator · Supervisor · ViewerStock controlCount locations and review discrepancies
Freeze a reconciled scope, record observations and complete the reviewed count.
Operator · SupervisorExceptionsCorrect stock and manage holds
Keep reason-coded adjustments, named corrections and review acknowledgements distinct.
SupervisorConnected workUnderstand replenishment and receipt reports
Follow need and on-order status while preserving StoresFlow stock authority.
Operator · Supervisor · Viewer · OwnerRecords and evidenceRead history and prepare documents
Trace running balances, sources and retained outcomes without mistaking a PDF for current stock.
Operator · Supervisor · Viewer · OwnerExceptionsRecover an unconfirmed recording
Check the original request before retrying a recording or physical action.
Owner · Author · Reviewer · Supervisor · OperatorSite administrationReview recovery and close or reopen a site
Preserve custody evidence, complete exports and independent decisions.
Owner · SupervisorYour roleChoose the right role for each action
Check operational, authoring and administrative authority, additional station checks and review independence.
Owner · Author · Reviewer · Supervisor · Operator · ViewerWorked handoversWork through a partial delivery and a shift handover
Follow exact stock, job demand, Purchasing receipt evidence and an interrupted recording across two shifts.
Owner · Author · Reviewer · Supervisor · Operator · ViewerField referenceEnter material quantities, references and locations correctly
Check exposed movement and demand inputs, exact units, reference lengths and recovery after a refused or interrupted recording.
Operator · Supervisor · Author · ReviewerAdministrationManage site people and working stations
Restrict central grants, enrol a working position and hand over station access safely.
Owner · Supervisor · OperatorConnectionsApprove sales channels and resolve deductions
Bind the intended SmartFACT Data channel and distinguish waiting changes, refusals and recorded shortfalls.
Owner · Author · Reviewer · SupervisorAdministrationManage read credentials and event delivery
Issue scoped read access, maintain signed destinations and review retained event replays.
Owner