LOT RECORD
Brand / product / unit and case identifiers:
Lot / units / cases / pallet configuration:
Warehouse / dimensions / weights:
Date wording / validated product date or limit / specification reference:
Assessment date / projected arrival / remaining life at arrival:
Storage history / required handling:
Quality status / release owner / approval reference:
Ownership / reserved units / channel restrictions:

ONE RECORD PER ROUTE
Destination / route / contact:
Currency / quote date / quote expiry:
Exact lot and quantity offered:
Written acceptance and conditions:
Minimum remaining life at the specified receiving event:
Latest accepted arrival / receiving appointment:
Pickup / carrier / temperature and handling responsibility:
Gross proceeds on accepted units:
Freight / fees / handling / other route costs:
Cost payment dates / cash needed before collection:
Expected accepted units / basis for that estimate:
Net cash before any tax effect:
Payment trigger / expected receipt date:
Expected completion date / timing evidence:
Inspection / rejection / returns / residual-stock costs:
Evidence reference / open questions:
Owner / approval / decision deadline:
Fallback route / latest activation date:

COMPLETION RECORD
Units shipped / accepted / rejected / still held:
Actual receipts / actual costs / net cash:
Recipient and carrier records:
Residual disposition / approval / completion date:
Variance from quote / cause / next prevention action:

USING THIS TEMPLATE
Compare only quality-approved, recipient-accepted routes for the exact lot and arrival.
Net route cash = accepted-unit proceeds minus incremental route cash costs, in one currency.
Donation sales proceeds are zero; cash costs remain. No assumed tax benefit is included.
Compare cost payment dates with collection dates; retain a funded, timely fallback.

Original Opener Blog decision resource. Full sources and scope notes are in the accompanying article.