Daily workflow
Inventory usage
Keep material and unit cost decisions connected to service work.
Owner: Inventory adminInventoryServicesJobs
Walkthrough video
Inventory usage walkthrough
A short product video or annotated screenshot showing this workflow from the operator's point of view.
What happens
Follow this routine when your team is doing this work for real.
- 1Review items needed by service tasks.
- 2Check unit cost and available stock before scheduling.
- 3Confirm required stock links on the service before jobs are dispatched.
- 4Reserve stock when a job moves to confirmed.
- 5Consume stock when a job moves to completed.
- 6Use manual movements for received, adjustment, reserved, consumed, or released stock changes.
- 7Audit stock movement by project and watch low-stock or missing-stock badges.
- 8Escalate low-stock items before dispatch is blocked.
What this uses
The records Flowdexa connects behind the scenes.
- Services
- Required stock lives on the service, not only the job, so every future job inherits the same stock expectation.
- Jobs
- Job cards can show no-stock, low-stock, reserved, consumed, or released movement context.
- Invoices
- Consumed stock can become invoice line items using item unit cost and quantity.
- Reports
- Low stock and movement history become operating signals for managers.
Before you call it done
Run these checks to make sure the workflow is actually working end-to-end.
- The responsible role can complete the workflow without owner access.
- Required customer, service, schedule, resource, or payroll records are connected.
- Blocked work has a visible reason and a named next owner.
- Managers can see the status in daily operations or reports.
Next
Keep learning daily workflows
Use the workflow index when training another role or moving to the next part of daily operations.