Surplus items

Surplus items shows products physically found in excess during inventory counting. They are associated with the INVENTORY-SURPLUS system area.

This area is not a regular physical warehouse location. It is a working area used by Putaway WMS for products that must be checked before they are treated as correct stock.

Surplus must not automatically be treated as good stock. First check whether the product is in the wrong location, was counted incorrectly, belongs to an inventory difference, an unfinished receiving flow, or an unprocessed logistic return.

When a surplus item appears

An item becomes a Surplus item when, during inventory counting, the operator finds more stock than Putaway WMS expected in the counted location.

Simple examples:

• the location should contain 5 pieces, but the operator finds 7;
• the product was not expected in that location, but is physically found there;
• the product has a different lot, serial number, or condition than expected;
• the product was found in one location, but may explain a missing item from another location.

During reconciliation, Putaway WMS may ask the operator to scan INVENTORY-SURPLUS and then scan each surplus product. For products with lot or serial tracking, the same details shown on the physical product must be confirmed.

After the product is parked in surplus, it appears on this page.

What You See In The List

The list shows the information needed to identify the exact product:

• product name and SKU;
• brand;
• quantity found;
• scanned barcode;
• product condition: good, damaged, or quarantine;
• lot and expiration date;
• serial numbers;
• supplier, when known;
• handling unit, if present;
• acquisition price and currency;
• inventory that generated the surplus;
• last updated date.

For perishable or serialized products, always check the lot, expiration date, and serial number. Two products with the same SKU may be handled differently when they have different lots or serial numbers.

Filters

You can filter by:

• text search;
• brand;
• supplier;
• lot.

Search helps you find a product by name, SKU, barcode, brand, or serial number. The reset button clears the filters, and the refresh button reloads the list.

How To Use It

1. Open Inventory → Inventory Surplus Items.
2. Search for the product by name, SKU, barcode, brand, supplier, lot, or serial number.
3. Check the quantity, product condition, lot, serial number, and displayed inventory.
4. Compare with Missing items, Traceability, and Stock history.
5. If the surplus matches a missing item from the same inventory, use reconciliation from Inventories.
6. If the product was found in the wrong location, handle the difference as a misplaced item in that inventory.
7. If the surplus is real and must be added to stock, use the validated internal process or Inventory adjustments, as appropriate.

This page is for checking and follow-up. It is not a receiving, transfer, or sales screen.

How To Check A Surplus

For each product, check:

• whether the physical product is the same product shown in the list;
• whether the lot and serial number are identical;
• whether the product condition is correct;
• whether the displayed handling unit matches the physical box, pallet, or container;
• whether there is a compatible missing item in the same inventory;
• whether the difference may come from a counting mistake.

If the product has a serial number, matching the SKU is not enough. The serial number must be the same.

If the product has a lot, matching the product name is not enough. The lot and expiration date must be checked.

If The List Is Empty

If the page does not show products, there are no items parked in INVENTORY-SURPLUS for the selected warehouse.

If you expected to see products here, check:

• the selected warehouse;
• whether the inventory was reconciled up to the surplus step;
• whether the surplus was already resolved;
• whether the user has access to the inventory area.

Rules

• Do not add surplus directly to good stock without checking it.
• Do not use surplus to compensate for different products.
• For products with lot or serial tracking, matching must be done on the real product details, not only on SKU.
• Do not remove the difference just because the product exists physically. First establish why it appeared as surplus.
• Do not use Surplus items as a replacement for Goods receiving or Transfer.