01Open a specific hold record
Assign hold ID, date, reporter, product identity, lot or serial, package, quantity and every known location. State the trigger and evidence available now. Separate confirmed fact, observation, allegation and unknown. Link receipt, inspection, complaint, recall, document gap or other event. Do not write defective, unsafe or counterfeit as a conclusion before the required investigation supports it.
02Define and protect the scope
Use traceability to identify affected and potentially affected units, including split cartons, transfers, work in progress, returns and downstream allocations. Explain any broader precautionary scope. Apply physical segregation, visible status, access control and system blocking appropriate to risk. Record units already shipped or consumed and trigger the separate customer, recall or incident process when required.
03Reconcile quantity and custody
Count held units by SKU, lot, serial, package, condition and location. Compare system hold quantity, physical quantity and open movements. Freeze or control transfers while reconciling. Record who moved, sampled, tested or reworked units and how many remain. Samples removed from quarantine still need custody and final disposition; they should not disappear from the balance.
04Set the decision evidence
List the specification, identity record, inspection, test, document, supplier response, risk review or qualified opinion required. Name the reviewer and acceptance basis before results arrive. Preserve original results, deviations and sample identity. A supplier email, replacement promise or passed photograph may support one question but does not automatically resolve the original hold reason.
05Choose one authorized disposition
Record release, partial release, rework, relabel, return, downgrade, further hold, destruction or another controlled action by exact quantity. Separate technical recommendation, commercial agreement and final authority. Check destination, regulatory, contractual, brand, environmental and accounting restrictions. Partial release needs an objective boundary so rejected units cannot be mixed back into available stock.
06Synchronize physical and digital status
At execution, update hold label, warehouse location, lot or serial status, available-to-promise quantity, order allocation and relevant partner notice. Use dual verification for material risk. Confirm released stock reaches an approved location and rejected stock remains blocked. Do not release in the system before the physical units and downstream pick instructions are under control.
07Close and verify effectiveness
Reconcile opening hold quantity to released, reworked, returned, destroyed, sampled and remaining units. Link approvals and evidence. Search for accidental picks or shipments during the hold. Assign corrective or preventive action where cause warrants it and check later effectiveness. Close only when no unexplained quantity or active instruction remains under the hold ID.