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Handbooks: StoresFlow

Start here: Supervisor

Oversee physical stock, discrepancies, holds and the Purchasing handover.

Review edition · 25 October 2026 · For Supervisor

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Supervisors can perform floor movements and make the controlled decisions around opening stock, adjustments, counts, holds and exceptions. Your role does not replace an author or reviewer for material-policy releases.

Start with the exceptions

Open Stock and Holds and shortfalls. Distinguish a low-stock warning, a demand shortfall, a held quantity and an unresolved movement. Acknowledging a review records that somebody considered it; it does not replenish stock or release a hold.

Use Expected deliveries and Receipt reports for the Purchasing handover. StoresFlow records the physical receipt. Purchasing manages the commitment and its order history. An unsent order revision can still have receipt authority when approved, so read the actual warning and authority rather than treating sending status as proof of receipt permission.

Supervise the floor

Ensure each person chooses the actual working station and records the observed material, lot, location and exact quantity. For stocktakes, stop physical work in the chosen scope before starting the freeze. Operators record observations; supervisors review proposals and apply or complete the count with recent verification.

For Adjust stock, select an honest reason and preserve evidence. Other needs a note. A deduction can release unpicked allocations and create a shortfall. A named incorrect receipt needs its specific correction review, rather than an unrelated adjustment that loses the connection.

Hand over unresolved work

At a shift change, identify transfers still in transit, counts still frozen, held stock, shortfalls, outstanding receipt reports and any original request whose result is unconfirmed. Give the next supervisor the record references and what was physically checked.

Do not repeat an action after a timeout. Use uncertain results and check the original request before deciding whether the recording may be retried.

For customer-order deductions, follow sales-channel exceptions: waiting source changes, refused changes and recorded shortfalls require different decisions. Use people and stations for current floor authority, including a retired-station handover.