Parts and truck stock

A technician records materials against the assigned service call and the truck stock that supplied them. The part, quantity and source must agree. Customer price and internal cost are captured when the work is posted, keeping an older signed job stable after the parts catalogue changes. Field staff can use approved customer prices without receiving unrestricted access to internal margins.

Inventory movements make the stock effect traceable. A mobile draft is waiting work; a posted consumption entry has an accepted inventory result. Replaying a command returns its existing posting. Concurrent consumption checks the remaining stock before committing, so two visits cannot both consume the same available item and leave the truck with a negative balance.

Low stock raises a replenishment request for inventory staff to review. The Inventory Clerk prepares the source, destination, part and quantity. Operations Manager independently approves that revision before warehouse picking and loading begin. A changed quantity or destination needs another decision; the earlier approval does not float onto whatever the request contains later.

Warehouse-to-truck transfers and supplier requests are different operations. A truck load updates its source and destination together. A procurement request keeps its external request identity and waits for acknowledgement before it is treated as fulfilled. Teams using an external inventory owner reconcile its confirmed balance rather than also posting an independent local decrement.

A returned or mistakenly recorded part needs a compensating movement linked to the original posting. Deleting the old row would remove the explanation while leaving billing or external inventory out of step. The original stock movement remains in the balance calculation, and its linked return supplies the opposite effect. A draw of two parts and the full return therefore net to zero. The reversal preserves the original price and quantity and prevents the same posting from being reversed twice. Where the part was billed, the correction also enters the billing review instead of quietly changing a signed invoice.

Replenish and reverse stock. Inventory Clerk prepares parts replenishments. An independent Operations Manager approves the exact source, destination, part and quantity. The clerk picks and loads approved stock; movement and source/destination balances update atomically once, with nonnegative available stock. External-owned warehouses use acknowledged inventory/procurement requests instead of local balance edits. Cancel only unposted requests; correct posted consumption or transfers with linked compensating stock movements and corresponding billing review.

A request that exceeds available stock remains unresolved until the source quantity is replenished or the authorized request changes. Picking does not mean the truck has received the item, and an uncertain external response does not mean a supplier order succeeded. Opening balances, counts and corrections need authorized evidence. The parts report shows net posted usage and reversals alongside the current stock position, giving the team a route back from an unexpected balance to the movements that created it. Warehouse records with external ownership remain mirrors of acknowledged events; they are never edited simply to make a reconciliation difference disappear.

• Low Truck Stock. Review each technician’s part quantity before preparing a replenishment.