Procurement and vendors
Link each purchase to approved project demand, inventory policy, or a documented exception before material reaches the warehouse.
Inventory and procurement
Solar inventory and procurement workflow planning
Protect the physical inventory ledger while giving project teams a clear view of demand, shortages, substitutions, kits, and installed equipment.
Record
01Material demand
02Purchase order
03Warehouse
04Project allocation
Current reviewReview approved demand
Configured during assessment- 01Review approved demandCurrent decision
- 02Plan supply and substitutionsNext controlled handoff
- 03Receive and stage materialsNext controlled handoff
- 04Issue equipment to field workNext controlled handoff
Three workflows to examine
Define the decisions before you configure the screen.
Explore procurement and vendors
Inventory and warehouses
Let warehouse and project teams distinguish what exists, what is available, what is promised, and what has physically moved.
Equipment traceability
Connect each important device to the project, site, customer, approved design, and field evidence that establish its installed history.
Operating context
The people and records that make this workflow real.
Roles
- Procurement specialist
- Warehouse lead
- Project manager
Records
- Material demand
- Purchase order
- Warehouse
- Project allocation
- Installed equipment
Review sequence
- 01Review approved demand
- 02Plan supply and substitutions
- 03Receive and stage materials
- 04Issue equipment to field work
- 05Reconcile installed and returned quantities
Questions to settle
Questions teams ask about inventory and procurement.
Is reserved stock the same as physical stock movement?+
No. Project allocation, staging, transfer, issue, installation, and return should retain distinct meanings.
How are equipment substitutions reviewed?+
A substitution can require technical, commercial, permit, inventory, and customer-impact review before use.
Can serial numbers follow equipment to the site?+
Traceability can be mapped from receipt through warehouse, loadout, installation, return, and service records.
Next step