At receipt, connect the part to the job reference and record whether the quantity and condition match the order. Keep customer information in the job record rather than exposed on a public shelf. Separate parts awaiting inspection from parts ready for installation.
When work is postponed or canceled, assign a decision about the reserved stock. Otherwise, an item can remain attached to a dormant job while another customer waits for the same part. Review that exception list alongside the next week’s workload. The system can begin with a clearly marked shelf and a consistent record; complexity is not the objective. The owner should be able to answer three questions quickly: what arrived, which job needs it and what is preventing that job from moving forward.


