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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.
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.