Inventory & Lots
Know what you have.Follow how it moves.
Organize stock by lot, record movements and review positions. Keep the quantities, shipment records and supporting documents together as the work moves forward.
Work with the inventory records and tools available to your organization. Recorded stock depends on the quantities, documents and movements you maintain. View plans
Illustrative workflow
One lot, from the first record to the remaining stock
165 MT remaining · recordedExample stock record
Soybean meal · LOT-104
- Original quantity
- 240 MT
- Outbound movements
- 75 MT
- Recorded remaining
- 165 MT
- Linked shipment
- SHP-204
The balance has a history
The example lot records 240 MT inbound and two outbound movements totaling 75 MT. The remaining 165 MT stays connected to the shipment and its supporting documents.
Example source references
The stock, the movements, the position
One view of the work behind your inventory.
Start with the lot. Follow the quantities through the movement history, then open the shipment and documents that put the numbers in context.
- Stock · recorded remaining
- 285 MT Across 2 stock lots
- In transit · recorded quantity
- 200 MT Arrival not recorded
- Lots in this example
- 03 One unit throughout: metric tonnes
Select an example lot to see its connected records.
All names, references, quantities and values in this example are fictional. The sample is interactive; it does not connect to your inventory.
A quantity with its context
The lot is connected to more than a number.
Move between a lot, its shipment, the supplier and the documents you have linked. Keep a lab report with the lot it describes and shipment paperwork with the movement it supports.
- Open the related shipment from the lot.
- Link relevant lab reports and certificates.
- Review findings, tasks and activity in the lot workspace.
A linked document provides context. It does not, by itself, verify a quantity, a product claim or a physical handoff.
Less retyping. More attention to the detail.
Bring the paperwork in. Review the lot it describes.
Shipment documents can help populate product and lot details. When source documents disagree on a quantity, review the candidates against the evidence before updating the record.
EXAMPLE-BL-204
- Description of goods
- Soybean meal
- Net quantity
- 240 MT
- Shipment reference
- SHP-204
The extracted detail remains linked to its source record.
Two documents. A difference to resolve.
Open the supporting documents and establish the applicable quantity. A second extraction is a review candidate, not an extra receipt.
Soybean meal
Example organization · illustrative offer
Example figures only. An offer price is entered for the lot; it is not a live market quote.
From stock to the next conversation
An offer with the lot behind it.
Maintain the offer price, currency, unit and marketing notes for selected stock. Prepare a price-sheet PDF from the lot, with the supporting documents you choose to include.
- Keep quantity and unit visible beside the offer.
- Add an offer price before exporting a price sheet.
- Choose the supporting documents for the export.
Recorded cost, an Atlas estimate and your offer price serve different purposes. Keep their source, unit and date clear.
Working with recorded inventory
A clearer starting point.
Can I create a lot without shipment documents?
Yes. Add a lot manually with the commodity, quantity and unit, then add the relevant shipment references and supporting records when you have them.
Can I track stock in different units?
Lot records support metric tonnes, kilograms and pounds. Keep each movement’s unit explicit. Normalized summaries help compare supported units; unknown units and incomplete records need review.
Does this replace a warehouse count or automatically sync my ERP?
Inventory reflects the records, documents and movements you maintain in Atlas. It is not an independent physical stock count. Connections to other systems depend on the integration and permissions configured for your organization.
What happens when documents show different quantities?
Review the extracted quantity candidates and their source documents in the lot workspace. Establish the correct basis before updating the record; conflicting evidence needs a decision, not another stock entry.
Is an Atlas estimate the same as my cost or selling price?
No. An available Atlas estimate has its own source and date. Your recorded cost basis and the offer price you enter are separate figures. An estimate can be unavailable and does not establish the price you can trade at.
Can I work with inventory through Atlas chat?
Yes. Ask about accessible lots, movements, inventory summaries and positions in your organization. Available actions follow your account permissions; review proposed changes before treating them as recorded stock.
Know what the result covers
Clear evidence. Clear limits.
Inventory shows recorded quantities and commercial positions; it is not an independent physical count or an automatic warehouse feed. Document extraction needs review. A source-linked market estimate is distinct from your recorded cost or offer price, and may be unavailable. Third-party system connections depend on their configuration and access.
Inventory & Lots
Create the lot and connect its records
Organize stock by lot, record movements and review positions. Keep the quantities, shipment records and supporting documents together as the work moves forward.