Delivery Status

What the Approved and Flagged statuses on a delivery record mean.

Quick Summary
  • 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 a Flagged badge 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:

StatusColorWhat It Means
ApprovedGreenThe vendor was active and on the material's approved supplier list when the delivery was saved
FlaggedAmberOne of those two checks failed. The reason is shown in a tooltip on the badge
Status badges — color-coded approval status on each delivery row

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:

  1. The quantity is added to your inventory stock immediately
  2. The supplier check runs as the record saves and sets the status
  3. 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 — hover the badge to see the reason in a tooltip.

If you see an unexpected flagged delivery, read the flag reason on the badge. 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 Status column header → select Pending, Approved, or Flagged
  • Group by status — Use the Group By dropdown → select "Approval Status" to see deliveries organized by their status