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How do I use material requests and the stock ledger?
For office teams · Updated October 12, 2026
Use this when tracking company-owned materials and supplies used on events and projects. Open Vendors & Assets from the sidebar and choose Materials. Customer contents belong in Restoration or storage, not in Materials.
On Hand
Shows current stock by office with low stock alerts. Use Receive Materials to record incoming stock and the count action to correct what is on hand.
Catalog
Defines the materials your organization tracks, grouped by category. Add materials one at a time or start from a template.
Requests
- Choose Request Materials and pick the material, event, and quantity.
- Warehouse staff can Stage the request while it is being pulled.
- An approver confirms it with Approve or Confirm Used. No cost is recorded until materials are confirmed used.
- Use Return Unused to put leftover quantity back into stock.
Transfers
Use Transfer materials to move stock from one office or facility to another.
Stock Ledger
Every movement appears in the ledger as Received, Used on an event, Counted, Transferred in, or Transferred out.
Usage reports
The Reports tab summarizes material usage and cost by material and by event, built from approved requests and recorded usage, including packout handoffs.