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Provision raw materials to move an operation’s pending materials to the location where they will be consumed. The operation generates the material need and the warehouse team performs the physical transfer. See Warehouse movements to understand planning and reservations.

Before you start

Check that:
  • the operation has inputs with a pending quantity;
  • the operation is neither finished nor cancelled;
  • it has an assigned workstation;
  • the workstation has a Consumption location;
  • at least one piece of warehouse equipment exists.
To define the location, open Production > Resources > Workstations, open the workstation, and select Consumption location.
Without a consumption location, Bold identifies pending materials but cannot plan the movement to the workstation.

Request materials for the operation

Path: Production > Production orders > MO > Materials
1

Review inputs

Check the MO’s items and pending quantities.
2

Review provisioning status

Check the indicator to see whether materials are unrequested, pending, on their way, or ready at the workstation.
3

Request materials

Click Request materials.
Bold first reserves stock already at the consumption location. It then creates Provisioning movements only for the missing quantity.

Execute the transfer

Path: Work mode > Warehouse > Movements
1

Identify the employee

Select the employee who will perform the transfer.
2

Select equipment

Choose the forklift, pallet truck, cart, or manual equipment that will carry the material.
3

Start the movement

Click Start. The task is assigned to the equipment and employee.
4

Go to the first source

Follow the indicated location. You can scan its QR code or click I’m here.
5

Confirm pick-up

Check the item, lot, quantity, or package. Click Picked up to confirm each pick-up.
6

Continue through the stops

Click Continue when you finish at a location. Repeat the pick-ups specified by the plan.
7

Deliver to the workstation

Go to the consumption location and confirm Left for each material or package.
8

Complete the task

Check that Current load is empty. Click Complete movement.
During pick-up, stock moves to the equipment’s internal location. During delivery, it moves to the workstation’s consumption location.

Check that the operation is ready

Return to the operation or check its card in work mode.

If the movement is unavailable

Open Warehouse > Movements in management mode and look for Pending tasks. Review Planning issue to find whether stock is missing, the package is unavailable, its contents do not match, or a reservation conflict exists. Bold retries planning when stock arrives or a reservation is released. If the operation’s pending quantity changes before starting, it recalculates movements that have not yet been executed.

Free movement

To store material without a manufacturing or loading request, use New movement from Work mode > Warehouse > Movements. In this workflow, you choose the source, pick up loose stock or packages, and select the destination during execution. Use it for storage or internal transfers. It does not replace an operation’s material request because it is not linked to its demand.