Approve the project request
Name the project, material, unit, requested quantity, required date and requester before purchasing or transfer work begins.
Workflow blueprint
Construction inventory management built around material custody
A site-material blueprint that separates quantity, location, project responsibility, storage review and accounting treatment.
Follow each material movement across the central store, delivery vehicle, site area and crew so short deliveries, unused stock and damage remain visible.
TL;DR - Follow each material movement across the central store, delivery vehicle, site area and crew so short deliveries, unused stock and damage remain visible.
Receive and inspect the storage point
Compare the delivery with the order, record shortages or damage, then confirm the chosen storage area is reviewed by the responsible site team.
Transfer and issue to a custodian
Record movement from central store to site and from site to crew as separate events with quantity, date, document and person accepting custody.
Return, count and explain the balance
Bring unused material back into a named location, record waste or damage, and investigate the difference between expected and counted quantity before project close.
Page-specific decision aid
A six-state site material custody map
The worked example follows one cement delivery from approved order to central receipt, site transfer, crew issue, partial return and damaged-quantity review. Every state names the quantity, location, custodian and evidence so project allocation does not replace the physical movement record.
- A request is not proof that material arrived.
- A site transfer needs a sender and receiver.
- Safety and valuation reviews stay outside the quantity event.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- Project, site, store and crew locations defined
- Material units and project allocation rules agreed
- Receiving, transfer, issue, return and damage reasons assigned
- Safety review and accounting valuation kept with their qualified owners
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
The whole project, from the BOQ to its costs.
Explore 180 capabilities across estimating, procurement, deliveries, claims, accounting and reporting. Start with the new complete construction guide.
Watch the new complete construction guide
Watch the new complete construction guide
Follow company setup, rate build-ups, BOQ, procurement, deliveries, supplier bills, project accounting and reporting, then the illustrated Max scenarios. Open the guide for timed chapters and a transcript.
Construction Management Software | BOQ, Procurement & Project Accounting | Codeblix Complete Guide
18 min 58 secFollow Codeblix Construction from company setup and BOQ estimating to procurement, deliveries, project accounting and reporting, with illustrated Max AI scenarios.
Watch the recorded walkthrough →