Managing Stock

Overview

JGID tracks stock based on what is actually used, not what is invoiced.

This provides a more accurate reflection of your inventory, as materials can be damaged, lost or used differently from what was originally estimated or invoiced.

When Does Stock Increase?

Stock increases when a Purchase Order is marked as Received.

This confirms that the items have physically arrived and are now available for use.

Only stock-controlled Materials and Consumables affect stock levels.

When Does Stock Decrease?

Stock decreases when Materials or Consumables are recorded on a completed Daily Labour Summary (DLS).

This reflects when the items have actually been used on site.

Unlike some systems, JGID does not reduce stock when an invoice is created.

Why Doesn't JGID Use Invoices for Stock?

Invoices don't always reflect what happened on site.

For example:

Materials may be damaged or lost.
Additional materials may be used but not charged to the customer.
Estimated quantities may differ from actual usage.

By updating stock from the Daily Labour Summary (DLS), JGID records what was actually consumed rather than what was billed.

Stock Workflow

The typical stock workflow is:

Purchase Order is created.
Supplier delivers the goods.
Purchase Order is marked as Received.
Stock increases.
Materials are used on site.
Materials are recorded on the Daily Labour Summary (DLS).
Stock decreases.

Stock Locations

At present, JGID maintains a single stock location for your business.

If your stock is spread across multiple warehouses, vehicles or depots, JGID displays the combined total rather than tracking each location separately.

Best Practice

Mark Purchase Orders as Received as soon as goods arrive.
Record material usage on the Daily Labour Summary (DLS) as work is completed.
Regularly review your stock levels to ensure they reflect your physical inventory.

Understanding Purchase Orders
Ordering Contractors
Daily Labour Summary (DLS)