Material movement: ordered, in transit, warehouse, site
How an item moves between the tabs of a material list and how to see where your materials are right now.
An item passes through four sections. Moving between them is not a paperwork status change but a record of physical movement.
The route
Purchase → Delivery. A purchase was recorded.
Delivery → Warehouse. Accepted into storage. You enter the quantity and choose the warehouse.
Delivery → Site. Delivered straight to the object. You enter the quantity.
Warehouse → Site. Taken from storage to the object. You enter the quantity.
Site → Warehouse. The reverse: surplus taken back off site.
From Delivery, Warehouse and Site an item can also be sent back to the merchant as a Return.
Why quantity is entered at every step
An item rarely moves in one piece. You buy ten bags, three go straight to site and seven to the warehouse, and from there they are collected as needed.
So one item can sit in several sections at once with different quantities. This is normal and reflects what actually happens.
How to read the picture
Open the sections in turn and see where material has piled up.
A lot in Delivery means receipts are not being recorded. Either material arrives and nobody marks it, or it genuinely is not there.
A lot in the Warehouse while work is under way means you either over-bought or forgot to move it to site.
Nothing in Site while tasks are completed means materials were never booked through, and the cost of the job is understated.
Who moves items
Managers and workers. The client does not see these sections.
Next
Receiving materials at the warehouse or on site
Writing off materials
Totals in the material list

