Sending materials out to a subcontractor (External Service)

Once an External Service Order has been placed and approved, the floor sends the raw materials to the subcontractor. This is the Send out side of the order. (For the finished goods coming back, see Receiving finished goods back & how the assembly works.)

Flow: Approved order, then Collect where you choose the source, then staged and locked in your inventory, then Sign, then Send, then at the supplier still on your books.

Open the order

Shipping & Receiving ? External Services, open the order, and tap the Send out button in the "What are you doing?" switch. A quantity box and a Collect button appear on each line's Send out side.

1 � Collect - you choose where the stock comes from

Tap Collect on a line. A picker opens listing every place that has free (unlocked) stock of the raw part:

bins in areas you have access to, and
your own personal inventory.

Pick the location and the quantity, and confirm. The collected stock is staged in your inventory and locked to this order (it can't be picked for anything else).

The system never auto-picks the source for you. You choose, on purpose. The same part can sit in several locations at once, and only the person on the floor knows which physical stock they are actually shipping. Picking the wrong location would make the records say stock left a shelf it never left. So collecting is always an explicit choice.

You can collect from more than one location if the quantity is spread around - just tap Collect again and pick the next one.

2 � Sign

Capture the collector's signature (required for every shipment - the signature pad opens automatically if you forget). A photo of the goods is recommended.

3 � Send

In the Send (raw) box, enter how many to send - up to what you have collected - and tap Complete dispatch. The staged stock moves to the supplier's location.

The stock stays on your books. It is still your stock; it is just physically at the subcontractor now. It is only "used up" later, when the finished goods come back and the assembly runs.

Doing it in batches

You don't have to collect and send everything at once. Collect and send part of the order today, the rest later - in any order, even interleaved with receiving. You can only send what you have collected, so collect more whenever you want to send more. The progress strip (raw sent) keeps you on track.

How to check what moved

Every collect and every send is a recorded stock move. To trace them, open Reports ? Move Item List and filter by the order number (e.g. ESO-000123) - you'll see each move, its quantity, the source and destination locations, and who did it.