How do I release stock, return material or correct a site count?

📦 Materials

Correct physical site inventory

  1. Open Receipt Review with controller access, select the project and load its queue.
  2. In Site Inventory, check the material, unit and available/on-hold balance against the site count and delivery evidence.
  3. Choose Release held material, Return to supplier, Increase count or Decrease count.
  4. Select the exact balance, enter a positive quantity and clear reason, then Record action.
  5. Check the balance and select the material again for another action; the selection clears after recording.

Each action adds an audited movement and preserves the original receipt. A negative balance signals follow-up. Enter material used today in the daily Materials tab; finalization issues that quantity automatically once.

Do not guess pallet or coil conversions: a material-specific mapping is required. Physical actions do not value stock, approve invoices, consume commitments or post Actual Cost.

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