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How to assign stock to a job card

Roxxane Spruyt avatar
Written by Roxxane Spruyt
Updated over 10 months ago

Automatic Stock Reservation:

  • When creating a job card and adding line items, the system automatically reserves stock for those items.

  • Note: Stock is only reserved when a quote is converted to a pending job. Quotes themselves do not reserve stock.

Removing Stock from a Job Card:

  • If you need to remove stock from a job card (e.g., item not used, no longer needed, incorrect product selected), simply remove the line item from the job card.

  • Stock will automatically be returned to the warehouse and made available for future use.

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