01What it is
A reservation links a product, a job, a location and a quantity. It does not take material off physical stock; it lowers the quantity available in that location.
A reservation can be saved only when the available stock in the location covers it and the location matches the job's base.
Issuing takes the material off stock and records a Used on job movement. Releasing returns the quantity to the available pool.
- THREE STATES
- Reserved, Issued, Released.
- AVAILABLE
- Physical stock minus reservations.
- NOT COVERED
- Reservations larger than stock.
02What it is for
No double use
Material reserved for one job is not available to another.
Honest available stock
The Available column deducts reservations from physical stock.
Spot shortfalls
The Not covered tile shows reservations that stock does not cover.
Reserve from the job
The Reserve for this job box on a material item.
03Main options
Reservations is a list with tiles, the new reservation window and two actions in the row menu: issue and release.
Stock, reserved and available
Tiles: All reservations, Reserved, Not covered and Issued.
- Columns: product, job, location, physical stock, reserved, available, status
- Filters: warehouse and status; search by material and job
- Row preview with a link to the job
Tie material to a job
A window with the product, job, location, quantity and note.
- The job from the list of open jobs
- The default location is suggested and must match the job
- A quantity no larger than the available stock
The material goes to site or back to the pool
Both actions are in the row menu of a reservation with the status Reserved.
- Issue reserved material: stock drops, a movement to the job
- Release reservation: the quantity returns to available
04Tasks step by step
- STEP 1Open Modules › Materials › Material reservations and choose New reservation.
- STEP 2Pick the product, job, location and quantity, then save.
- STEP 3The quantity available in that location drops straight away.
- STEP 1Set the status filter to Reserved.
- STEP 2Choose Issue reserved material from the row menu.
- STEP 3The material leaves stock and goes to the job.
- STEP 1Choose Release reservation from the row menu.
- STEP 2The quantity returns to the pool available to other jobs.
05Actions
The most common tasks around reservations.
New reservation
Product, job, location, quantity.
Issue material
Takes it off stock to the job.
Release reservation
The quantity returns to available.
Not covered
Reservations larger than stock.
06What it connects to
Choose a module to see how a reservation changes stock.
Stock levels
Reservations lower available stock, not physical stock.
Go to the topicStock levelsMaterials and usage
Issuing records the material used on the job.
Go to the topicMaterials and usage