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Created by Dave Kirn
Created on Sep 10, 2025

Ability to return a delivered product & keep it staged for the job

After emailing with the user i found out that they are saying that when an item is physically delivered to site but then must be returned to warehouse, they desire to auto-reserve for the project in question when changing the item status from Installed back to Staged.

Some users might want it to not auto-reserve though, perhaps they returned the item to inventory but it will be used for a different project (rob peter to pay paul). It might need to be a setting but must consider too many settings.

From: Jack Piehn jackp@mills-technologies.com
Sent: Wednesday, September 10, 2025 1:22 PM
To: Brett Berger brettb@d-tools.com; Brendan Tidwell-Cullen brendantc@mills-technologies.com
Subject: RE: d-tools cloud feedback: return delivered product but keep it staged from the job

Hi Brett,

Thanks for jumping in, I think the part of that I was hoping to change is when you change the item from Delivered back to Staged, it also un-reserves it.  It would be great if it kept the item as still reserved.


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