1. Review the current records.
Identify item types, labels, locations and who updates them. Separate stock quantities from individually tracked assets and note known count differences.
Process
Follow one item through the real handoff.
The first review looks at where the physical action happens and when the record is updated.
2. Agree events and responsibility.
Define receipt, issue, transfer, return and adjustment. Name who confirms each step and who resolves an item that has not arrived.
3. Build one usable flow.
Connect identification, a clear movement action and stored history. Check the screen on the devices used at the work location.
4. Test repeated and conflicting actions.
Try the same scan twice, an unavailable item, a failed save and a count adjustment. Confirm that the displayed quantity and movement history agree.
5. Release and hand over.
Reconcile starting records and explain label maintenance, exception handling and access. Agree any later locations or integrations separately.
Prepare the operating checklist or describe your tracking problem.