Surplus material sales

Sell what is left in a site store to a scrap dealer, another builder or the client. Fill the sale from the store and confirm it to make the delivery out of the store. Then make the buyer's invoice.
PLANSFrom Growth

The problem it solves

  • At handover, leftover steel, cut tiles and cement bags are sold for cash with no record.
  • Stock that was sold still shows in the site store.
  • Nobody can say what the leftovers fetched.

How it works

  1. Open Construction > Site > Material > Surplus Sales > New: the project (its site store is picked up), the buyer and the date.
  2. Press Fill from the Store. Every material with stock in the store is added, with the quantity there, at its sales price, else its cost.
  3. Change the quantities and prices, and add a note per line such as unused, cut pieces or scrap.
  4. Press Confirm. Quantities are checked against the store, and the delivery out of the site store is made.
  5. When the store validates the delivery, the sale shows Delivered. Press Invoice for the draft customer invoice to the buyer.

Everything it does

The sale

  • Numbered SS/year/0001
  • Project, site store, buyer, date, total, notes
  • Lines: material, in the store now, quantity, unit, price, subtotal, note
  • Draft, Confirmed, Delivered, Cancelled
  • Only a draft is changed; only draft or cancelled sales are deleted

Delivery and invoice

  • Confirm refuses a quantity above what the store holds
  • The delivery goes from the site store to the buyer; validating it marks the sale Delivered
  • Invoice makes a draft customer invoice in the Entity's sales journal, one line per material with its note
  • Invoice is possible once confirmed, before or after delivery
  • Delivery and Invoice buttons open them; filters Not Delivered and Not Invoiced
  • Cancel before delivery cancels the delivery too; Back to Draft after cancelling

What it does not do

  • The sale is not taken off the project's cost in the building budget
  • No approval chain: a Construction Manager confirms

Who uses it

Construction ManagerMakes, confirms, invoices and cancels surplus sales.
StorekeeperValidates the delivery when the buyer collects.
AccountsPosts the invoice and collects the money.

Where you use it

  • Web: Construction > Site > Material > Surplus Sales (Construction Managers)
  • Not in the phone app

What you control

Settings

  • Sales price or cost on the material, used by Fill from the Store
  • A sales journal for the Entity

Questions

Can we sell scrap that is not in the store?

No. A sale is from the site store and is checked against what it holds. Receive or adjust the stock first.

Does the sale reduce the project's cost?

No. The material stays as cost in the building budget, and the sale is income through its invoice.

Can site staff see surplus sales?

They can read them. Making and confirming a sale is for Construction Managers.

Related features

See your next site report on it.

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