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Intermediate Certificate on pass

Available Stock Promises

Use availability, holds, transfers, POS stock, and sales promises responsibly.

3 lessons 42 min 5-question assessment 70% to pass

What you’ll learn

  • Explain why on-hand and available stock differ
  • Check holds and transfers before promising
  • Use POS stock visibility responsibly
  • Protect customers from overpromising

Course content

3 lessons · 42 min of reading
01
Lesson 1 of 3 Reading 12 min

Read availability correctly

Available Stock Promises focuses on making customer and branch promises from sellable stock rather than rough on-hand totals. In AWRA, that work affects item setup, stock movement quality, reporting trust, and the decisions managers make from inventory data.

The important habit is to treat inventory records as operational evidence. Names, quantities, costs, statuses, attachments, labels, and timelines all shape what users can safely sell, move, count, or report.

In practice, a salesperson sees ten units on hand but only four available because six are held or in transit, so the customer promise is limited to four. The flow below shows the record sequence a team should understand before changing item data or acting on a stock signal.

Promise check flow

1

On-hand

Total owned stock before availability filters.

2

Status

Remove holds, quarantine, damage, or reserved stock.

3

Location

Confirm stock at the right branch or counter.

4

Inbound

Review transfers and POs before future promise.

5

Promise

Commit only what evidence supports.

Inventory model

  • On-hand is not always sellable.
  • Location affects promise quality.
  • Holds protect customers.
  • Future promises need inbound evidence.
02
Lesson 2 of 3 Workshop 15 min

Promise from evidence

A reliable inventory routine has a clear trigger, owner, check, and result. The routine for this course is check available stock, status, location, inbound transfers, and sales deadline before confirming a promise.

Users should pause before making changes that affect availability, cost, traceability, or reporting. The right pause checks on-hand, available quantity, hold status, location, POS stock, transfer ETA, open PO, and customer deadline.

In practice, a store promises tomorrow delivery only after confirming the transfer was dispatched and the receiving branch is ready. Use the table below to choose the next action from the signal in front of you.

Promise decision guide

Signal Check Action
On-hand but held Hold reason Do not promise
Stock in another branch Transfer feasibility Promise after transfer plan
Inbound PO Supplier delivery date Promise with caution
POS stock low Counter availability Replenish before sale peak

Operator decisions

  • Promise discipline reduces customer disappointment.
  • Status and location must be checked together.
  • Inbound stock is not the same as available stock.
  • Broken promises should be reviewed for cause.
03
Lesson 3 of 3 Practice 15 min

Review broken promises

Inventory work becomes trustworthy when it leaves proof. Strong evidence includes availability view, status notes, transfer record, PO delivery date, POS stock response, and customer promise note, connected to the item or movement that changed operational truth.

Review is where teams catch patterns. A one-time correction may close the immediate issue, while repeated exceptions can reveal training, setup, supplier, branch, or process problems.

In practice, sales and operations agree that the promise is backed by available stock or a realistic replenishment path. The checklist below is the final guardrail before a user treats the record as ready for reporting or action.

Availability promise checklist

Available quantity is checked
Holds and quarantine are excluded
Correct branch or counter is confirmed
Inbound supply has a realistic ETA
Customer promise is recorded clearly

Proof and review

  • Promises should be based on sellable stock.
  • Availability protects customer trust.
  • Transfers and POs need timing realism.
  • Closure means the promise can be defended.

Finished the material?

Take the 5-question assessment and earn your certificate — 70% to pass.

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