Downstream Operations Management
End-to-end control from refinery and terminal to distribution, retail, and loss control
An operations platform to improve reliability, inventory accuracy, loss control, and dispatch and distribution visibility. It unifies terminal operations, tank farms, blending, movements, dispatch, and compliance into one consistent set of numbers.
Common downstream problems
Inventory numbers often differ between terminals, finance, and operations. This system closes that gap.
Why this Downstream Operations Management is critical
Downstream often faces challenges: unsynchronized inventory, layered movement processes, blending and quality needing tight controls, and losses that must be visible and actionable. This system ensures operational numbers and reports remain consistent, fast, and audit-ready.
One inventory number for everyone
Tanks, movements, blending, and dispatch are connected in one process, one dataset, one reconciliation.
Distribution and dispatch visibility
Status by order, fleet, and trip all the way to POD, helping reduce delays and disputes.
Loss is measured, not assumed
Gain/loss, shrinkage, evaporation, and anomalies are measured with investigation workflows.
Core capabilities
Suitable for fuel terminals, tank farms, depots, pipeline receipts, blending facilities, and distribution to retail and industrial customers.
Inventory and Tank Operations Control
Stock control by tank with clear operational rules, including ullage, density, temperature, and conversion.
- ✓Tank master: capacity, product, calibration tables, constraints
- ✓Tank readings: manual entry or ATG integration (optional)
- ✓Mass and volume balance: standard vs observed
- ✓Stock card and movement ledger: inbound, outbound, internal transfers
Movement, Dispatch and Distribution Visibility
Control product movements from receipt and transfers to loading and delivery, with end-to-end status and evidence.
- ✓Dispatch orders: scheduling, bay allocation, loading sequences
- ✓Carriers and fleets: trucks/barges/vessels, drivers, routes, trip tracking
- ✓POD: proof of delivery, discrepancy notes, claim workflows
- ✓Service level dashboards: on-time, delay reasons, demurrage (optional)
Blending + Quality and Lab Results
Control blending recipes and quality so products meet specs, while reducing rework and claim risks.
- ✓Blending plans: recipes, target specs, approvals before execution
- ✓Lab result entry: density, sulfur, RON/MON, water content, and more
- ✓Certificates of quality: auto-generated from lab results
- ✓Quality hold and release workflows for out-of-spec cases
Loss Control + Reconciliation + Investigation
Loss is calculated by movement and location. When anomalies occur, the system drives investigation, not just number adjustments.
- ✓Automatic gain/loss by receipt, transfer, loading, discharge
- ✓Shrinkage and evaporation rules (optional)
- ✓Exception alerts: abnormal variances, repeated discrepancies
- ✓Investigation workflows: assign owners, evidence, closures
Complete modules for Downstream
Modules can be enabled in phases. All support role-based access, approvals, and audit trails.
Terminal and Tank Farm Master
Master data for terminals, tanks, loading bays, measurement devices, products, and operating rules.
- ✓Tank calibration and constraints
- ✓Product specifications and grades
- ✓Operating rules and approvals
Receipt and Inbound Operations
Product receipts from pipelines, vessels, barges, or suppliers, including documents and reconciliation.
- ✓Receiving tickets + measurements
- ✓COQ/COA attachments
- ✓Variance handling
Internal Transfers and Movement Ledger
Product transfers between tanks, terminals, or locations, with a consistent movement ledger.
- ✓Transfer orders + scheduling
- ✓Tank-to-tank reconciliation
- ✓Approvals + period locking
Blending Management
Plan and execute blending with recipe controls, target specs, and actual results.
- ✓Recipe library + approvals
- ✓Batch blending records
- ✓Out-of-spec handling
Loading, Dispatch and Delivery
Control loading bays, order fulfillment, fleets, delivery status, and proof of delivery.
- ✓Dispatch scheduling + bay allocation
- ✓Trip management + POD
- ✓Customer delivery discrepancies
Loss and Shrinkage Control
Control losses with rules, thresholds, and investigations so losses do not become routine number adjustments.
- ✓Gain/loss per event
- ✓Exception dashboards
- ✓Investigation workflows
Daily and Monthly Reconciliation
Daily and monthly stock and movement reconciliations with audit packs ready for review.
- ✓Daily stock balances
- ✓Month-end close + lock
- ✓Audit packs: change logs, approvals
Compliance and Reporting
Operational and compliance reports for internal needs, partners, and regulators.
- ✓Shipment and movement reports
- ✓Loss and variance reports
- ✓Excel/PDF exports + scheduling
Executive BI Cockpit
Management dashboards: throughput, inventory days, service levels, losses, and red flags.
- ✓Throughput and utilization
- ✓Inventory aging and days on hand
- ✓Top issues + action tracking
Example screens that help management instantly see the value
The placeholders below are ready to be replaced with screenshots or mockups. Focus areas: inventory numbers, losses, dispatch, and compliance.
Downstream Executive Cockpit
Throughput, stock days, losses, and service levels, with drilldowns down to movement events.
Inventory Movement Ledger
Receipts, transfers, blending, loading, delivery. One ledger, one audit trail.
Blending + Quality Control
Recipes, batches, lab results, and release status. Minimize out-of-spec and claims.
Loss Investigation Dashboard
Abnormal variances automatically enter an investigation list, complete with owners and SLAs.
Integration and governance
Downstream systems typically need to coexist with ERP, billing, SCADA/ATG, and internal audit processes.
ATG / Metering Integration
Optional: automated imports of tank gauges or meter readings, plus data quality rules.
ERP / Finance Integration
Outputs for costing, inventory valuation, revenue recognition, and financial reconciliations.
Approvals + Audit Trail
Changes and corrections are logged: who, when, what changed, and why.
Phased implementation without disrupting operations
Downstream needs quick wins. It typically starts with inventory, movements, and dispatch, then expands into quality and loss control.
Phase 1: Inventory + Movement Visibility
Build a single source of truth for tanks and movements, then management dashboards and daily reconciliation.
- ✓Terminal/tank masters + readings
- ✓Movement ledger + dispatch
- ✓Daily stock balance dashboards
Phase 2: Blending, Quality, Loss and Close
Move into blending and QC, then loss investigations, month-end closes, and compliance packs.
- ✓Blending plans + lab + releases
- ✓Loss rules + exceptions + workflows
- ✓Month-end close + audit packs
Want a demo based on your terminal and distribution scenarios?
We can prepare a demo: tank inventory, movement ledger, dispatch, blending and QC, loss dashboards, and month-end close. It can be tailored to your terminal structure, products, and business flows.