Quick Reference: Inventory Structure & Lifecycle
A Job can be anything from a one off export to a storage file under which various Shipments take place. It embodies the entire scope of the initial instruction from the client.
A Shipment is a chargeable element which takes place within the scope of the Job.
A Job is opened for each new initial instruction from the client.
It acts as an umbrella under which one or more Shipments are opened relating to the scope of a Job.
A Shipment is opened for each main chargeable element within a Job.
Each Shipment is assigned a number. The assigning of Shipment numbers is flexible however a standard framework is as follows:
- Storage: Single Shipment 0 or local variation of
- Import/Export/Domestic: One sequential number starting from 1 each
Items are created within a Shipment.
Items within a master Job are typically created under Shipment 0. They are then moved between Shipments as and when elements on affected items take place.
Items within one off Jobs are created under the initial Shipment.
A Shipment is closed once it has been completed.
As soon as the Shipment is complete (e.g. export has been shipped or import has been delivered to the client) it should be closed. This can be done prior to invoicing.
Closing a Shipment ensures that the history of the Shipment in question is preserved.
Items can be moved between Shipments.
- From one open Shipment to another (e.g. from the storage Shipment to a new export Shipment).
- From a closed Shipment to an open Shipment (e.g. from a completed import Shipment to the storage Shipment).
An item is hidden within a live Shipment when the following applies.
- It has been cancelled by the client.
- It has been added in error.