Project stock that stays honest.
Allocate items to jobs, let demand flow into draft POs, and consume stock on install. From quote to completion, the material story lives on one record.
Four states, zero mystery
Project list
Every job is a project record — the fridge fit-out, the café install, the fit-out on Bourke Street. Status visible at a glance.
Item allocation
Allocate the items the job needs. Allocation is visible against live stock, so double-committing the same pallet to two jobs stops being possible.
Demand flows to Draft PO
Allocated items that aren’t on the shelf generate demand, which flows into draft purchase orders. Buy for the job, not for the panic.
Installed
On install, allocation becomes consumption. Stock, project and inventory records all agree — no reconciliation Monday.
Who runs projects in BSimple
Any business where stock is promised to a future job: commercial fit-outs and refrigeration, equipment installation, wholesale orders that ship in stages, packaging lines with committed runs. If you have ever written a customer’s name on a box so nobody sells it — that instinct is what the Projects module systematises.
Because projects share the platform’s single stock ledger, the same allocation that protects the job also informs inventory and purchasing. And when the install completes and the invoice goes out, it syncs to Xero like every other order.
Projects FAQs
What is project stock management?
It is the discipline of knowing which items are earmarked for which job. In BSimple, a project holds its item allocation, so committing stock to a job is visible everywhere — not a note on a whiteboard.
How does project demand affect purchasing?
Item demand allocated to a project flows into draft purchase orders automatically. A job three weeks out can trigger buying today, before the warehouse runs dry.
What happens on install day?
Installed items consume project stock — the allocation becomes an actual movement, and inventory stays truthful without a manual adjustment session.
Can I see a project’s full picture?
Yes — the project carries its items, allocations, resulting purchase orders and install status, so the job’s material story lives on one record.
See it running on your numbers
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