Overview
This FAQ answers common questions about when to transfer inventory directly to jobs, how to manage unused materials, and what to do when reverse transfers aren't possible.
When would I want to transfer directly to a job?
When you're completing installation jobs where the inventory does not require truck tracking.
For example, you're preparing for an installation job and materials are being shipped directly to the site. Use a direct job transfer. This avoids unnecessary steps like routing through a truck, which isn't involved.
When wouldn't I want to transfer directly to a job?
When you're completing installation jobs where the inventory does not require truck tracking.
For example, you want the Install team to manage and be accountable for inventory. Route inventory through their assigned trucks before transferring to the job. This ensures tracking responsibility lies with the right team.
What happens if I don't consume all of the quantity that was transferred to the job?
You should update the invoice item quantities to reflect the actual quantities used.
For example, not all transferred inventory is used during the job. Update the invoice item quantities to reflect actual usage. This ensures accurate invoicing and inventory levels.
What are the conditions that allow for a reverse job transfer?
A reverse job transfer is possible when there is a decrease in invoice item quantities. This implies that fewer items were consumed than originally planned.
For example, you reduced the number of items invoiced after reviewing job completion. Perform a reverse job transfer to return unused items.
When can't I do a reverse job transfer, and why?
You can't perform a reverse job transfer after the job has been posted and exported. At that point, the data is finalized. Instead, create a return to the warehouse to manage the unused inventory.