Reserve without pretending stock moved
Reference the accepted order, requested quantity, source location and reservation owner while inventory remains physically unchanged.
Workflow blueprint
Inventory and billing connected by evidence, not assumed stock movement
A custody chain that separates a commercial request, physical quantity event, dispatch result and reviewed customer document.
Link stock and billing sources without claiming automatic depletion, warehouse execution, payment collection, tax calculation or final accounting treatment.
TL;DR — Link stock and billing sources without claiming automatic depletion, warehouse execution, payment collection, tax calculation or final accounting treatment.
Record the actual issue and dispatch
Keep picked quantity, lot or location, handler, dispatch evidence and any shortfall distinct from the order request.
Receive returns through disposition
Preserve received condition, quarantine, rejection, restock or write-off review instead of reversing the original sale silently.
Prepare invoice and credit proposals
Admit only authorised quantities and terms to finance review while disputes and external payment results remain separate.
Page-specific decision aid
A reservation, issue, dispatch, return, credit and invoice custody chain
The chain follows one wholesale order through reservation, a short pick, split dispatch, accepted delivery, damaged return, quarantine decision and proposed credit. The invoice review exposes which physical facts support each commercial line.
- ✓Reserved quantity has not left stock custody.
- ✓A return does not erase the original dispatch.
- ✓A credit proposal needs a reviewed physical outcome.
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.
- ✓Reservation issue and dispatch are independent quantity states
- ✓Returned goods retain condition and disposition evidence
- ✓Invoice or credit proposal requires commercial authority
- ✓Automatic stock payment tax fulfilment and accounting excluded
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.
Discuss your workflow