OPS JOURNAL
Inventory / PRACTICAL GUIDE

How to track inventory across branches without losing traceability

A practical approach to transfers, available stock and receiving discrepancies.

OPS / FIELD NOTES
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A transfer ends when the receiving branch confirms what arrived, not when a box leaves the warehouse. Without that distinction, a system can show stock as available while it is still on the road.

Separate stock states

Track available, reserved and in-transit stock separately. Available units can be sold; reserved units belong to a commitment; in-transit units have left one location but have not reached another. Keep damaged goods out of sellable quantities.

Confirm both sides of a transfer

Record a transfer identifier, origin, destination, products, quantities and responsible people. Dispatch and receipt are separate events. If 12 units leave and 11 arrive, keep the discrepancy visible instead of silently changing the dispatch.

  • Verify whether quantities represent cases, packs or pieces.
  • Identify the sender and receiver.
  • Record a reason for discrepancies.
  • Count before closing the transfer.

Work through availability

Suppose a branch holds 40 physical units with 8 reserved: 32 remain available. Sending 10 available units leaves 22 available at the origin. The destination has 10 in transit until receipt. This is an illustrative example; additional commitments may change your calculation.

Count according to risk

Prioritize fast-moving, valuable or frequently discrepant products. Cycle counts let you investigate small groups without stopping the entire warehouse. Compare movements using the same cutoff time and document adjustments.

Review unresolved transfers

Check unreceived shipments, negative stock and repeated adjustments weekly. Investigate pending sales, incomplete receipts and unit definitions before changing a balance. A corrected number without an explanation does not fix the process.

Continue with the cycle counting guide.

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