Define a sampling plan, hold exact Inventory stock, document findings and review release or rejection.
Set an inspection plan for a real Inventory item#
Configure Inventory for the corporate workspace. As owner, choose the exact active item and warehouse, add the checks in order and set how many units to sample. Record the applicable test procedure in the criteria or evidence reference.
When a plan changes, save a new revision. Existing inspections keep the original plan and sample requirements.
Place the exact stock on hold#
Choose an active plan, enter the lot reference and quantity, and assign a different verified staff member as inspector. The hold reserves the stated quantity in Inventory. It reduces stock available for other operations and leaves on-hand stock unchanged.
Mark and separate the physical material under your local procedure. Keep the lot reference consistent with your physical stock records. Inventory still uses whole-unit warehouse balances for the reservation.
Record all sample results#
As the assigned inspector, open the held stock. For every check, enter how many sampled units passed and explain any failures. Record the original test evidence reference before submitting.
As the workspace owner, review the recorded results. Release the hold after all checks pass with a current independent inspector. A rejection keeps the original quantity reserved in Inventory.
Reinspect rejected stock and keep the record#
After corrective work, assign the resample against the retained hold and record the new findings. Earlier results and decisions stay in the inspection history.
An unused hold can be cancelled with a review reference. Resolve active holds before uninstalling Quality Management or Inventory. Releasing a reservation records your local inspection decision. Follow any separate certification and disposition procedure that applies to the item.
Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.