Delivery Status
What the Approved and Flagged statuses on a delivery record mean, and how each is set automatically as the record is saved.
- Logging a delivery adds its quantity to the material's stock straight away
- The status is set automatically as the record saves — there is no review step and no approve or reject control
- Approved (green) — the supplier passed both checks
- Flagged (amber) — the vendor is not active, or is not on the material's approved supplier list
- Hover the warning icon beside a flagged delivery's material name to read the reason
Full Guide
Status Workflow
Each delivery is assigned a status automatically as it is saved. The status records the outcome of the supplier check on that record:
| Status | Color | What It Means |
|---|---|---|
| Approved | Green | The vendor was active and on the material's approved supplier list when the delivery was saved |
| Flagged | Amber | One of those two checks failed. The reason is shown on the warning icon beside the material name, and on the delivery's own page |
How Deliveries Affect Stock
Stock Formula
Current Stock = Total Delivered − Total Consumed ± Manual Adjustments
Logging a delivery adds its quantity to the material's Total Delivered and Current Stock as the record is saved.
When you log a delivery:
- The quantity is added to your inventory stock immediately
- The supplier check runs as the record saves and sets the status
- There is no manual review step, and no approve or reject control
Flagged Deliveries
Two checks run when a delivery is saved, and either one flags it:
- The vendor is not active — the reason names the vendor: Vendor … is not active
- The vendor is not on the material's approved supplier list — the reason names the vendor, the material and its spec: Vendor … is not in the approved list for …
Those are the only two flag reasons. Flagged deliveries appear in the table with an amber badge and a warning icon beside the material name — hover the icon to see the reason in a tooltip, or open the delivery to read it in full.
If you see an unexpected flagged delivery, open it and read the flag reason. The approved supplier list comes from the material's submittal, so an off-list supplier means the submittal doesn't name them — not that the delivery itself is wrong.
Viewing Status in the Table
- Filter by status — Click the Flagged, Pending or Approved tab above the table (All shows everything)
- Group by status — The table is grouped by Approval Status when it opens; use the Group button to switch to Vendor or None and back
Related
- Stock Tracking — How the stock formula works
- Filtering & Grouping — Filter by status or group by approval
- Deliveries Overview — Back to the main deliveries guide
Questions
Can I approve a flagged delivery or clear the flag?
No. The status comes from the supplier check when the delivery is saved, and nothing in the app changes it afterwards. That includes adding the supplier to the material's approved list later. Treat the flag as a note to follow up with the supplier or the submittal.
Does a flagged delivery still count towards stock and cost?
Yes. A flagged delivery adds to the material's stock and Total Cost like any other. To take it back off, delete the delivery. Once some of its quantity has been used, it can't be deleted: correct the stock with a stock adjustment instead.
Why is the Pending tab always empty?
Deliveries logged here are never Pending: each one is set to Approved or Flagged as it saves. Nothing in the app puts a delivery in Pending.