Update Material Quantities Block: Add, Subtract, or Transfer Inventory from Forms
📄 Update Material Quantities Block: Add, Subtract, or Transfer Inventory from Form Submissions
The Update Material Quantities Block allows you to manipulate your company’s material inventory through submitted forms. Whether you're logging usage, receiving deliveries, or transferring stock between locations, this block keeps your materials accurate—automatically.
🧰 What Is the Update Material Quantities Block?
This workflow block:
- Adds to, subtracts from, or transfers materials in the Materials database
- Links to Material Table Field(s)
- Keeps your material quantities synced across forms, warehouses, and sites
✅ Ideal for purchase orders, delivery receipts, consumption logs, or internal transfers
🛠 How to Use It
- In Step 3: Workflow, drag the Update Materials Block into your workflow
- Connect it to the relevant prior step (Submit, Approve, etc.)
- Click the block to configure update rules
⚙️ Configuration Options
1. Operation Type
Select one of the following actions:
| Option | Description |
|---|---|
| Add | Increase inventory (e.g., materials received) |
| Subtract | Decrease inventory (e.g., materials used) |
| Transfer | Move quantity between locations |
2. Source of Material
- Choose a Materials Table from the form (e.g., “Material Usage Log”)
3. Location Field (for Transfer)
- If doing a transfer, select:
- Source Location
- Destination Location
These are pulled from your warehouse/location list inside the Materials database
4. Error Handling
You can configure logic for what happens if:
- Inventory goes negative
- Materials or locations are invalid
- Quantities exceed defined thresholds
(Advanced error options are being expanded in future releases.)
📊 Example Workflow Paths
| Scenario | Operation | Setup |
|---|---|---|
| PO Received | Add | Materials Table → Add to inventory |
| Daily Report – materials used | Subtract | Field logs use → subtract by row |
| Transfer 100 rebar | Transfer | Set From and To locations in form |
| Return unused items | Add | Subtract on issue → Add on return form |
🔁 Tips & Best Practices
- 🔐 Use this block after approval to ensure valid inventory updates
- 📦 Always validate location fields if using transfers—mismatched locations may cause errors
- 📋 Use table presets to ensure data consistency in material entries
🔍 Reporting & Audit
- All updates are logged in the Materials Audit Trail
- You can view form-linked inventory changes by material or date
- Export history for reconciliation or restocking planning