How to move stock and check out tools in the field#

Audience: both. Technicians run these flows on the phone. Owners and admins set up the locations and tools the flows read from.

The phone moves stock through the same ledger as the web app. A transfer you make in a basement and a transfer the stockroom makes at the desk are the same row on the same movement history. Nothing is mobile-only, and nothing lands until you confirm it: a scan fills a form, it never records a movement.

Scan a label#

1. Open Scan and tap Open the camera, or type a code into the field under it. Both paths call the same resolver, so the result is the same.
2. The card tells you what the code means. Open goes to that record.
3. If two records share a code, the card lists them and asks you to pick. The app never guesses between two physical things.
4. If nothing matches, the card says so and keeps your text. Check the label, or type the code by hand.

The camera needs a real device. The simulator has no lens, so it points you at the field instead. Every scan flow behaves the same once you are on a phone.

Check out a toolbox#

1. Scan the toolbox stencil, the code printed for the box (for example KIT-FIELD-1). The Scan tab resolves it as a Toolbox.
2. Open shows the kit, its member tools, and availability at each location. A member line reads READY or SHORT, and short tells you how many units are there.
3. Pick the location the kit leaves from, then Check out kit to me. The kit leaves as one transaction while each tool still gets its own ledger line. The single-holder rule holds per unit: one tool, one person.
4. To bring it back, open the same screen and tap Return the kit. Every outstanding unit closes together.

A short kit can still go out, because the field sometimes has to take what is on the shelf. The button says so, and the availability lines tell you what you are leaving with.

Use a part on a ticket#

1. Open the ticket and find the Parts & shipping card.
2. Tap Use a part, scan the item (or search the catalog), and pick the location it comes from.
3. Tap Use from stock. The ticket anchors the movement, so the ledger row points at the job. If a timer is running, the card says so and uses the same ticket.

Move stock between the van and a shelf#

1. Open Move stock from Today, or from the Move action on a stock item or location.
2. Choose Transfer.
3. Scan the location it leaves, then the location it arrives at, then the item or its serial. Scan order does not matter for the item. The two locations fill from first to second.
4. Set the quantity for loose stock, or scan the serialized unit itself, then confirm.

Confirm a shipment#

1. Open the ticket that expects the goods. The Parts & shipping card lists movements, including shipments that left the stockroom with a carrier and a tracking number.
2. Tap Confirm on a shipped line to open Receive with the ticket and the item already filled in.
3. Scan each arriving unit to confirm it, pick the location it lands in, then tap Confirm receipt. Serialized stock moves one unit per scan.

Look up availability#

Open Stock from Today or More. Search by name, SKU, or part number. Each row shows what is on hand per location and, for tools, how many are available and how many are out. The screen reads the device cache, so it works with no signal and says when it is showing the last sync.

What the lock screen shows#

Starting a timer on a ticket mirrors it outside the app: a Live Activity on iOS (Dynamic Island and lock screen) and an ongoing notification on Android, both fed by the same server session as the timer bar. The bar carries a small LIVE marker while the mirror is on. Turn it off under More → Field → Live timer on the lock screen. The in-app bar keeps working either way.

The device captures the activity's push token, but the server has no token-registration route yet, so the lock screen updates while the app runs and not from a background push. The status screen under More → Field reports the token and this limit.

When something goes wrong#

• "That record no longer exists." The item, location, or ticket was archived or moved out of your visibility. Refresh and scan again.
• "This conflicts with an existing change." Someone else touched the same record. Refresh the screen and repeat the movement.
• A movement shows as queued. You are offline. The write is on the device with an idempotency key and replays once when the connection returns. The queue inspector under More → Dev tools shows the trail.
• The camera does not open. The device has no camera permission, or you are on a simulator. Type the code instead. The resolver is the same.