Start with the product profile
List the products you need to store and how each is packaged. Record carton and pallet dimensions, weights, stackability, fragility, and any handling instructions. A clear product profile makes the storage conversation more useful than a total pallet count alone.
- SKU list and product descriptions
- Dimensions, weights, and packaging formats
- Any special handling or storage requirements
Map expected stock movements
Consider how often goods arrive, how long they stay, and how they leave. A product stored for several months needs a different plan from one received and dispatched every day. Share expected peaks as well as typical volumes.
- Typical and peak inbound quantities
- Expected storage duration
- Daily or weekly outbound order patterns
Agree the receiving process
Identify the documents and references that should accompany each arrival. Decide how quantities are checked, how discrepancies are recorded, and who gives instructions when goods arrive damaged or without the right paperwork.
- Purchase order or shipment references
- Packing lists and quantity checks
- A named contact for exceptions
Define the information you need
Decide which stock and movement information your team needs to see. Useful starting points include on-hand quantities, available quantities, stock by location, pending receipts, and orders awaiting dispatch.
- Inventory and order status definitions
- Report formats and review frequency
- Reconciliation and adjustment responsibilities
Plan the first handover
Before expanding the operation, review a sample receipt and a sample dispatch. Check that product references, quantities, packaging instructions, and responsibilities are understood by everyone involved.
- Sample transactions
- Open issues and approval criteria
- An agreed date for the first review