Map receipt, inspection, storage, allocation, staging, transfer, issue, and return states.
Inventory and procurement / Inventory and warehouses
Solar inventory and warehouse workflow
Let warehouse and project teams distinguish what exists, what is available, what is promised, and what has physically moved.
Record
01Warehouse
02Stock movement
03Project allocation
04Solar kit
Current reviewReceive and inspect equipment
Configured during assessment- 01Receive and inspect equipmentCurrent decision
- 02Store and identify available stockNext controlled handoff
- 03Allocate and stage a project kitNext controlled handoff
- 04Transfer or issue material to field workNext controlled handoff
Why this workflow breaks
Stock can be physically present yet unavailable because it is reserved, staged, damaged, or assigned elsewhere. When project allocations are confused with stock movement, crews arrive with incomplete kits and inventory balances lose credibility.
Solar1 starts by documenting the decisions and failure paths. Configuration follows only after the operating boundary is understood.
Workflow sequence
Keep the handoff visible from first review to accepted outcome.
- 01Receive and inspect equipment
- 02Store and identify available stock
- 03Allocate and stage a project kit
- 04Transfer or issue material to field work
- 05Return and reconcile project variance
What to configure
Specific controls, qualified by implementation.
Configure project kits and staging checks against approved material demand.
Record damage, shortage, surplus, and reconciliation decisions.
Review branch, truck, site, and available quantities without creating a second ledger.
Assessment output
A shared definition of the records, owners, and acceptance checks.
Records in scope
- Warehouse
- Stock movement
- Project allocation
- Solar kit
- Return or damage record
Roles in the decision
- Warehouse lead
- Inventory controller
- Crew lead
Checks before rollout
- Map every physical stock location.
- Define allocation versus movement events.
- Test partial kits, damage, returns, and count corrections.
Questions to settle
Questions to settle before configuring inventory and warehouses.
Can truck stock be treated as a warehouse location?+
That can be assessed against control, replenishment, scanning, ownership, and reconciliation needs for each branch.
What makes a kit ready?+
Readiness should use the approved demand, staged quantities, required serials, quality checks, and documented shortages for that job.
How are surplus materials handled?+
Returns can preserve the project, issued quantity, condition, destination, and variance decision before material becomes available again.
Next step