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When scheduling items, users are requesting a distinct status for products that have been delivered to the job site but not yet installed.
Add a new item scheduling status such as “Delivered – Not Installed” (or similar clear label).
When an item is set to this status, it should be treated as delivered for billing and revenue recognition, but still remain scheduled/available for installation work.
Inventory counts should update appropriately when the status changes to delivered or installed, so that allocated vs. available inventory stays accurate.
@Guest thanks for your comment. taking this into consideration.
I agree with OP on this one. As a small company with high volume and many project installs happening at once, creating and moving inventory to specific locations would almost require hiring another person. A generic Delivered status would make a huge difference.
"Staged" might work as a generic substitution, but that it falls after "Picked" makes no sense to me. "Picked" usually means an item has been physically removed from stock into one where it will be prepped for shipment or delivery. "Staged" would seem to mean (a) it has been prepared for shipment or (b) it's in a physical location ready to be installed. Yet it comes before "Picked", which makes no sense to me.
The requested workflow can already be accomplished in D-Tools Cloud today using Site inventory locations.
Instead of decrementing inventory on delivery (which makes items disappear from tracking), transferring items to a Site location keeps everything visible while reflecting that equipment has left your warehouse. The transfer event gets you closer to the audit trail for accrual-based billing.
Quick setup:
In Inventory Settings, create a few reusable Site locations ("Site 1,"
"Site 2," etc.) — one per concurrent active project
When equipment is delivered, use Move/Transfer to move items from your
warehouse to the assigned site
When the project wraps, reassign that site slot to your next project
This way you always know what's where, warehouse vs job site, and nothing falls into a black hole if you need to account for it later.