Steps

  1. Open Stock tools, or choose More → Stock tools in Food & Beverage. Select Stock expiry, then open Add a stock lot.

  2. Select Item and Location, enter Lot number, Quantity, Cost per unit and Expiry date as appropriate, then choose Submit stock lot for approval. Check the review and confirm Submit stock lot for approval.

  3. Confirm the pending replenishment request. Adding lot stock follows the same independent approval workflow as direct replenishment; its quantity appears in stock only after another user with permission to approve inventory changes approves the request.

  4. Select Restock, then Update suggestions. Review each item's priority and suggested quantity. Suggestions currently use a 14-day forecast, 28 days of past activity and a 3-day delivery lead time.

  5. For an approved policy change, select Approval rules. Set Accept automatically up to, Manager approval above, Senior review above, Difference percentage, and optional Recount above (optional). Choose Save approval rule, review the thresholds, then confirm Save approval rule and check the saved values.