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Pulling material is the action that moves stock in Inventory HQ. It deducts the quantity from the selected location and puts the cost on the job. This page shows you how to pull materials step by step, including what to do when the system shows zero on hand.

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How to pull material

1

Open the job

Go to the job detail page and click Pull Material.
2

Pre-fill from a template or assignment (optional)

Choose a Template or an Assigned Material from the dropdown to pre-fill the lines.
3

Select location, material, and quantity

Select the location, the material, and enter the quantity you are pulling.
4

Add more lines if needed

Click + to add more material lines.
5

Submit the pull

Click Pull Material to submit. The stock count drops and the cost is added to the job.

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Pulling when stock shows zero (negative inventory)

You can still pull material when the system shows zero on hand. The crew has the material in front of them, so the movement must be recorded.
1

Enter a positive quantity

Enter the quantity you are pulling as a positive number. Never type a negative quantity.
2

Submit the pull as normal

Click Pull Material. The stock count for that item will go negative.
3

Notify your production manager

Tell your production manager that a negative pull occurred so it can be corrected at the next restock or physical audit.
The negative count is intentional. It is the audit flag telling you the physical count and the system were out of sync, so it can be corrected at the next restock or physical audit. Entering a negative quantity yourself, or skipping the pull entirely, hides the discrepancy and breaks the job cost.