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How Do We Keep Track of Boxes and Cartons We Hold in Stock for Customers to Call Off?

Packaging manufacturers holding call-off stock lose track of what each customer has left. We build call-off stock control with alerts and customer visibility.

Updated 3 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

Make and hold agreements go wrong when stock held for customers is counted in a spreadsheet, call-offs arrive by email, and nobody sees a customer's stock running low until the call-off cannot be filled. We build call-off stock control that records each customer's held stock by pallet and location, takes call-offs through one channel, deducts despatches, and warns both you and the customer when the next production run needs planning.

A call-off you cannot fill

A customer's buyer emails at 3pm asking for four pallets of their shipper cases tomorrow. Under the agreement you make a large run and hold the stock, and they call it off as needed. The spreadsheet says there are six pallets left. The warehouse finds three, because two went out last week on a despatch nobody entered, and one was damaged by a forklift and scrapped.

Now you need an urgent production run, which means disrupting the schedule, ordering board at short notice and explaining to the customer why their held stock was not what they thought.

Held stock is nobody's system

Make and hold stock belongs to an odd category. It is finished goods sitting in your warehouse, often already invoiced or partly invoiced, reserved for one customer, and released in small amounts over months. MIS systems handle it with varying success, so many plants fall back on a spreadsheet kept by customer service.

  • Call-offs arrive by email, phone and the customer's purchase orders.
  • Despatches are not always deducted from the spreadsheet.
  • Damaged or quarantined pallets are not recorded.
  • Stock is counted in pallets by some people and units by others.
  • Nobody plans the next run until stock is almost gone.

When held stock is wrong

A missed call-off disrupts the customer's packing line, which is the most damaging thing a packaging supplier can do. Emergency runs cost more and push other customers' jobs back. Old stock sits for long periods and risks becoming obsolete when artwork changes, and the question of who pays for it becomes a dispute. And customer service spends much of the day answering "how much have we got left?"

Call-off stock control we build

  1. Each customer's held stock is recorded by product, pallet, quantity and warehouse location, with pallet labels scanned at put away.
  2. Call-offs come through one route: a customer portal, a dedicated email that is parsed into a call-off, or EDI for larger customers.
  3. Despatches deduct stock by scanned pallet, and part pallets are recorded properly.
  4. Damaged, quarantined or scrapped pallets are recorded with a reason, and the customer's available stock updates.
  5. A reorder level is set per product from the agreement and the customer's call-off rate, and the planner is warned in time to schedule the next run, including board lead time.
  6. Customers can see their own held stock and call-off history in the portal, and get a notice when stock falls below the agreed level.
  7. Stock that has not moved for a period you set is listed for review against the agreement.
MomentNowWith call-off control
Call-off arrivesEmail to customer serviceOne route, recorded
DespatchSpreadsheet updated, sometimesPallets scanned out
Pallet damagedNot recordedRemoved with reason
Stock running lowFound at call-offPlanner warned in time
Customer asks what is leftPhone callPortal view

Held stock that is always right

Call-offs are filled because the stock is where the system says. The next run is planned with time to spare, not rushed. Customers answer their own questions about stock levels. And slow moving stock is raised while there is still time to talk about it, rather than when an artwork change makes it worthless.

Is make and hold causing you trouble?

  • Held stock is tracked on a spreadsheet.
  • You have been unable to fill a call-off you thought you could.
  • Customers ring to ask how much stock is left.
  • Emergency runs are needed because nobody saw stock falling.
  • Obsolete held stock has become a dispute with a customer.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

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Ask about your project

Does it work with our MIS or warehouse system?

Yes. If your MIS or WMS records finished goods, we connect to it. Where it does not handle call-offs well, we build that part and keep the MIS as the record of production.

Can customers place call-offs through their own system?

Yes. EDI or email purchase orders from their system can be read and turned into call-offs.

Does it handle invoicing of held stock?

It records what has been produced, invoiced and despatched against each agreement, so invoicing follows the terms you agreed. The terms themselves are yours.

Do we need new scanners?

A handheld scanner or a phone with a scanning app is usually enough. We recommend based on your warehouse.

What do you need from us?

Your current held stock spreadsheet, a sample of make and hold agreements and a walk round the warehouse.

Keep reading

More on Problems We Solve

Start here

Tell us where orders slow down between enquiry and despatch

Describe what you make, board, carton or flexible, the machines on the floor and the MIS or spreadsheets you run on. We will tell you what we would build around them and what we would leave alone, and if your existing MIS can already do it with the right setup, we will say so.

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