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Cnone-Tech Documentation

Inventory usage in Field

Cnone-Tech DocsVeldriq

Veldriq

Technicians can record parts used on a visit when plan feature inventory is on and the job/type allows it. Office stock lives under Inventory → Stock.

Field Stock used writes an ACTUAL line (often billable) and a Consumption movement in one transaction. That is not an invoice by itself.

  1. Office keeps catalog items (Product + Track inventory for this product) and stock at locations (warehouse, van).
  2. Technician default default_stock_location_id (if set) is a van/warehouse pointer — not GPS.
  3. On the Field job, record Stock used against the visit.
  4. Movements appear in Movements. Parts requests are a separate request workflow, not silent consumption.

Interactive consume with require_sufficient refuses when on-hand is too low. Field offline replay can still post a consumption that goes negative.

Appointment Closeout, office work-order Complete, issuing an invoice, approving a parts request, or creating a PO. Closeout without Stock used does not change on-hand.

  • This is not available-to-promise promising. There is no reserved quantity.
  • Customer equipment is Assets, not inventory.
  • Usage on the visit is not an invoice by itself. Office still issues invoices if you bill parts (Actual lines).
  • Killing the browser tab does not guarantee outbox delivery.

If Stock used is missing: inventory entitlement off; item is a Service; tracking unchecked; no default location and no location picked.

Related: Field execution, Stock, Parts requests.