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Logistics Overview

The Logistics module in JobNext manages the complete lifecycle of physical material movement across project sites and warehouses. Every gram of cement, every steel bar, every pipe fitting that enters, moves within, or leaves a job site is tracked here — from the moment it arrives against a purchase order, through its storage in lot-based inventory, to its final consumption on the project or return to the vendor.

End-to-End: Inventory Lifecycle 0:45
Logistics Dashboard 0:20
Customer Issue 0:19
Subcontractor Consumption 0:19
How to Trace Material Movement 0:38
How to View Stock Reports 0:37
How to Track Subcontractor Consumption 0:37
How to View Bin Card 0:38

Logistics sits between two other critical modules: Procurement (which handles sourcing and purchasing) creates the purchase orders that logistics receives against, and Finance (which captures the cost impact) automatically generates accounting vouchers whenever stock moves. Together, these three modules ensure that the right materials reach the right site at the right time, with full traceability and cost control from purchase order to final consumption.

Navigation: Main Menu → Logistics in the left sidebar. The Logistics landing page opens the View Stock dashboard where you can search material stock levels across jobs.
Logistics module landing page showing View Stock search with the sidebar expanded to reveal all 10 sub-modules
The Logistics landing page with the sidebar expanded showing all 10 sub-modules. The main area is the View Stock search where you can look up stock levels by material and job.

How Logistics Fits in the JobNext Workflow

Logistics is the physical inventory engine of JobNext. It connects the procurement cycle (buying materials) to the execution cycle (consuming materials on projects). Here is how it fits in the overall flow:

1
Procurement creates a Purchase Order (PO) — a vendor is contracted to deliver specific materials to a job site at agreed prices.
2
Logistics receives the material (MRN) — the storekeeper records what was actually delivered, creating stock lots with scannable barcodes.
3
Stock is stored in the warehouse — each lot tracks the material, quantity, rate, expiry date, and putaway location within the warehouse.
4
Materials are issued for consumption — site engineers request materials from stock for project execution, machine maintenance, or subcontractor use.
5
Finance is automatically notified — every receipt, issue, transfer, or adjustment generates accounting vouchers that flow into the financial ledger.

Material Flow Overview

The diagram below shows how materials flow through the Logistics module. Materials enter site stock from five sources (top), and leave through seven outward paths (bottom). Stock adjustments can increase or decrease quantities to reconcile with physical counts.

Complete material flow diagram showing inward sources (PO delivery, cash purchase, customer issue, stock transfer, production), the central site stock, and outward flows (project issue, machine issue, subcontractor issue, vendor return, waste disposal, stock transfer, material return)
Overall material flow through the Logistics module. Five inward paths feed into Site Stock; seven outward paths consume or move it.

Key Concepts

Lot-Based Stock Management

JobNext uses lot-based inventory for full traceability. Every time materials enter the warehouse — whether through an MRN, cash purchase, stock transfer, or production receipt — the system creates a stock lot with a unique scannable barcode. Each lot tracks:

  • Material — what the item is (linked to the Material Master)
  • Quantity — how much is in this lot
  • Rate — the cost per unit in job currency
  • Source — which MRN or transaction created this lot
  • Expiry Date — for perishable materials
  • Putaway Location — physical warehouse bin/shelf location
  • Barcode — scannable lot code for mobile warehouse operations

When materials are issued, the system deducts from specific lots (FIFO by default), ensuring accurate costing and traceability back to the original purchase.

Stock Transactions

Every movement of stock — in or out — creates a stock transaction record. Positive quantities represent inflows (receipt, return, adjustment up), negative quantities represent outflows (issue, transfer out, adjustment down). The current stock-on-hand for any material at any job is the sum of all its stock transactions.

Document Lifecycle

All logistics documents follow the standard JobNext lifecycle:

DraftSavedSubmitted for ApprovalApproved (stock updated + voucher generated)

Until a document is approved, no stock movement occurs and no financial entry is created. This ensures proper review and authorization before any inventory change takes effect.

Logistics Sub-Modules

The Logistics sidebar menu provides access to 10 sub-modules. Each handles a specific type of material transaction:

Sub-ModulePurposeStock Effect
Material Receipt Note (MRN) Record materials received against approved purchase orders. Creates stock lots and updates warehouse inventory. + Increases
Material Issue Issue materials from warehouse stock to a job, machine, subcontractor, or customer. Supports 9 issue types including project, stock transfer, and return to vendor. − Decreases
Stock Transfer Receipt Receive materials transferred from another job site. Completes the second half of an inter-job stock transfer. + Increases
Issue Return Return previously issued materials back to warehouse stock when they are unused or surplus. + Increases
Stock Adjustment Reconcile system stock with physical counts after stock-taking. Can increase or decrease quantities with documented reasons. +/− Adjusts
Cash Purchase Record direct cash purchases of materials without a formal PO. Creates both an MRN and a cash payment voucher in one step. + Increases
Upload Opening Stock Bulk upload initial stock balances when setting up a new warehouse or migrating data from another system. One-time setup operation. + Increases
Subcontractor Consumption Track materials consumed by subcontractors on a job site. Deducts from stock and charges cost to the subcontractor’s work order. − Decreases
Customer Issue Issue customer-supplied materials. Handles materials provided by the customer that are consumed on their project. − Decreases
Requisitions Raise Material Requisitions (MR) from site. MRs can be fulfilled via procurement (RFQ → PO) or from existing stock (direct issue). Three tabs: Normal, Filled, Stock Transfer. No direct effect

Material Issue Types

The Material Issue screen supports 9 different issue types, each serving a distinct business scenario:

Issue TypeUse CaseWhat Happens on Approval
To Project Issue materials for direct consumption on a project/job scope activity. Stock deducted, cost charged to job, voucher created.
Stock Transfer Move materials from one job/warehouse to another. Stock deducted from source, transfer note created. Destination receives via Stock Transfer Receipt.
Return to Vendor Return defective or excess materials to the supplier. Stock deducted, credit note generated against vendor.
Machine Consumables Issue materials for machine maintenance or consumable use (fuel, lubricants, spare parts). Stock deducted, cost charged to machine cost center.
To Subcontractor Issue materials to a subcontractor for use in their work order activities. Stock deducted, cost tracked against the subcontractor’s work order.
To Customer Issue materials to a customer (e.g., returning customer-supplied stock). Stock deducted, customer account updated.
Against Sales Order Issue materials to fulfill a trading sales order. Stock deducted, linked to sales order for billing.
Bar Bending Issue rebar/steel for bar bending schedule activities with additional dimension tracking (length, shape). Stock deducted with bar bending detail recorded.
To Waste Dispose of damaged, expired, or unusable materials. Stock deducted, loss recorded in finance.

Common Workflows

Receiving Materials (Procure-to-Stock)

Flow: PO Approved → Vendor Delivers → Create MRN (select PO, enter received qty) → Save → Approve → Stock Lots Created + Finance Voucher

Issuing Materials (Stock-to-Consume)

Flow: Site Engineer needs material → Create Material Issue (select type, job, add items from stock) → Save → Approve → Stock Deducted + Cost Charged to Job

Transferring Between Sites

Flow: Source site creates Material Issue (type: Stock Transfer, target job) → Approve → Transfer Note created → Destination site opens Stock Transfer Receipt → Accepts materials → Stock added to destination

Returning Unused Materials

Flow: Unused material identified → Create Issue Return (select original issue note, enter return qty) → Save → Approve → Stock Restored + Reverse Voucher

Reconciling Physical Stock

Flow: Physical stock count completed → Create Stock Adjustment (select job, enter actual qty, reason) → Save → Approve → Stock Updated + Adjustment Voucher

Reports & Analytics

Logistics data feeds into several reports available under Analytics → SCM:

How to View Inventory Aging Report 0:38
  • Stock On-Hand Report — current stock levels by material, lot, and job
  • Lot Ledger — complete transaction history for each stock lot
  • Material Consumption Report — materials issued by job, scope, and period
  • Stock Valuation — current stock value at cost for each job warehouse
  • Slow-Moving Stock — materials with no movement for a configurable period
  • MR Fulfillment Tracking — progress of material requisitions (procured vs. issued from stock)
Important: All logistics transactions are job-scoped. You must select a job before creating any receipt, issue, transfer, or adjustment. Stock levels are maintained per job/warehouse, not globally.

Logistics Module Pages

Videos

The following videos demonstrate key features and workflows covered on this page.

How to Set Stock Reorder Levels 0:38

How to Set Stock Reorder Levels.

Upload Opening Stock 0:19

Upload Opening Stock.

How to Upload Opening Stock 0:37

How to Upload Opening Stock.