FOR BOOKKEEPERS AND CONTROLLERS
Review the record behind each material cost.
Review recorded material quantities, purchase costs, and job activity before approval and accounting review.
No credit card required
Review purchase costs by batch.
Record what was paid for each restock batch and review the recorded material costs assigned to jobs against the estimate.
Review before approving.
The field scans a QR label, chooses a job, and records quantities pulled or returned. The office reviews that activity before approving the job.
Follow the material record.
Review the SKU, batch, job, person, and time for material pulls. Use recorded stock and movement information for quantity checks and month-end review.
What to review during your first 14 days
As your team builds a record of activity, review:
- ✓Recorded material quantities and values at the locations you have set up
- ✓Recorded material costs for jobs your team has tracked
- ✓Differences between estimated and recorded material costs
A COMMON QUESTION
Do we have to change how we buy?
No. Keep ordering per job, carrying stock, or using a mix of both. Have your team record deliveries, usage, and returns so you can review the materials and costs associated with each job.