Facilities, inventory and movements
Facilities, inventory and movements together describe the physical flow of goods. First create the places where goods are stored, processed or handed over.
Set up facilities
Open Operations → Facilities, create a facility and add its name, type and available address or location details. You can associate a sub-facility with a parent facility. Check country and coordinate information, especially when it is used for logistics or evidence.
Check inventory
Open Operations → Inventory to see quantities by facility. Switch between lots and logistic units, filter by facility or search by lot, product or identifier. Unassigned goods appear separately, making missing locations visible before the next transfer. Use the trace link to open the origin and event chain.
A logistic unit represents one unit, such as a bag or container, and can be linked to a lot. In Units, manage identifiers and QR labels. If a unit is no longer valid, invalidate it with a reason so its history remains available.
Record receipts, storage and transfers
- Open Operations → Events and select Record movement.
- Choose a lot and, if needed, a unit. A movement can apply to the whole lot or one unit.
- Choose the event type and source and destination facilities. Enter a quantity and the reason when one is required.
- Save the event and open the goods chain in Trace if needed.
Recorded movements remain in the event history. If an event is factually wrong, use Correct on the original event and provide a reason. The correction adds to the history rather than overwriting it. Check inventory and Trace again afterward.
Record shipments, recipients and transport details under Logistics → Shipments; movements represent the individual handovers along the way.