Reserve materials for specific sites before physically withdrawing them. Release on changing needs, fulfill on withdrawal, cancel on project cancellation.
Site materials should be set aside, not fought over at need. Reservations prevent overallocation and enable better planning.
Two sites want same batch. Without reservations - who gets it? Prioritized reservations solve.
Site waits for materials because another site uses them. Reservations protect you.
You don't know how much is really available for a new site. Available stock (stock − reserved) is shown in real time.
Reservation without cancel/release/fulfill flow - materials stay blocked forever.
Construction Team provides full reservation lifecycle.
Generates a unique reservation number. Consistent numbering for audit.
Create for a specific site/contract + material + quantity. Taken from available stock - blocked for the reservation.
Release - if the site no longer needs the full quantity, free part or all of it back to available stock.
Fulfill - when actually withdrawing material, the reservation converts to an outbound stock movement. Automatic inventory update.
Cancel - on project cancellation or a change in needs. Material returns to available stock. Audit trail preserved.
List with pagination and filters by warehouse, site and status. Quick find of active reservations.
Four steps from planning to withdrawal:
Plan materials for an upcoming site. See available stock.
Create a reservation for the site. Quantity blocked, shown as reserved.
release for less than planned, cancel on cancellation. Flexible workflow.
When actually taking material, fulfilling generates an outbound stock movement. Reservation closes.
Suitable for firms with multiple active sites:
Plan orders knowing what's reserved for which site.
Reserve materials when approving BOQ, guarantee availability.
Prioritize movements - reserved first, ad-hoc later.
Know what's set aside for their site. Confidence in planning.
Why manual reservations are impractical:
| Feature | Excel | Construction Team |
|---|---|---|
| Available stock | Sum − manually reserved | Real-time auto |
| Lifecycle | None | Create/release/fulfill/cancel |
| Per site | Column | Foreign key + aggregation |
| Prioritization | Verbal | Formalized |
| Audit | None | Full log |
| Auto numbering | Manual | Automatic |
| Fulfill integration | Double entry | Auto stock movement |
Active → Fulfilled (on withdrawal), or Active → Released (on partial release), or Active → Cancelled (on cancellation). Every transition with audit record.
Release - free part or whole because site no longer needs as much. Cancel - cancel entire reservation because project changed.
Fulfilling converts the reservation into an outbound stock movement. Material physically leaves the warehouse. The reservation closes as fulfilled.
No. The system checks available stock (stock − active reservations) before confirming. If insufficient - error.
First come first served. For manual prioritization - cancel older reservation if needed, create new.
A list with pagination and filters by site, warehouse and status. The dashboard also has an active reservations summary.
Yes, on relevant events - cancel by another user, approaching release deadline, etc.