Know where the tyre is.
Use stock locations and stock views to keep the team aware of what is available, reserved, received or needs attention. The aim is a usable operational record rather than a separate list.
- ✓Stock by location
- ✓Low-stock and reorder views
- ✓Receipts and purchasing records
- ✓Stock history around a job
Keep supplier messages in the workflow.
Supplier email intake can help bring order messages and catalogue lines closer to the team acting on them. Review and correction remain part of the process, so the office can check what was received.
- ✓Supplier mailbox and intake settings
- ✓Catalogue line matching
- ✓Purchase and delivery history
- ✓A review trail for imported information
Record a partial or full return.
When an item is sent out incorrectly or needs to come back, the return record should show what was returned, why, how much and which stock or invoice it relates to.
- ✓Partial quantity returns
- ✓Full invoice or order returns
- ✓Reason, notes and evidence
- ✓Status for follow-up with the supplier
Find completed work before it goes quiet.
Use the completed-job view to focus on jobs with a finished job sheet that have not yet been invoiced. Job details, company branding and supporting evidence remain close to the invoice workflow.
- ✓Completed but not invoiced view
- ✓Job-sheet PDF and email delivery
- ✓Company logo and document branding
- ✓Invoice status and payment follow-up
Questions people ask.
Can I return part of an order?
The workflow is designed to record partial or full returns with a reason and supporting detail. Availability depends on the company’s enabled stock and invoice setup.
Can finished job sheets be separated from invoiced work?
Yes. The completed-job workflow can focus on finished work that still needs an invoice, making it easier to follow up outstanding billing.