Fulfil a release
An approved release has not moved anything yet. Fulfilling is the part that takes stock off the shelf, and it happens in four deliberate steps.
Open Fulfill → Release Request. Every approved request waits here until someone works it. Each row carries the actions that are legal for the state it is in, so a button you cannot see is a step the request is not ready for.
The four actions
| Action | When it is available | What it does |
|---|---|---|
| Pick | Approved or already picked | Chooses the exact lots and locations. Holds them. |
| Issue | Picked | Moves the stock out. This is the step that changes your counts. |
| Return | Issued, on a returnable code | Brings material back to a location you choose. |
| Reverse | Any issue that has not been returned against | Undoes an issue that should not have happened. |
Picking holds stock, it does not move it
Picking asks which lots the stock should come from. Partix suggests them in the order your costing method would consume them — oldest first under FIFO, newest first under LIFO — but the choice is yours.
What picking does is place a hold. The shelf still physically holds everything it did before; the picked units simply stop being available to anyone else. Nothing has left.
Picking again replaces the previous holds rather than adding to them. That is deliberate: it means you can re-pick freely without unpicking first, and there is never a half-held request.
Held is not gone
A held unit still counts as stock you own and stock that is physically present. It has only stopped being available. Cancelling the request at this point hands every hold straight back with nothing to unwind.
Issuing is the step that moves stock
Issue is where the count changes. The units leave the shelf and land in the location the release code names — released, borrowed, work in progress, in transit or scrap.
They are not deleted. The stock moves to a location that sits outside available inventory, which is why the part's available quantity drops while the total you own does not. The movement is written to the ledger with the unit cost frozen at the moment it left, so a later change to the lot's cost cannot rewrite what this release was worth.
If you issue less than you picked, the leftover hold is handed back immediately and becomes available again. You are never left holding stock you decided not to send.
Returning
Only returnable codes offer Return — a borrow or an RMA, never a consume. The dialog lists what is still out and asks three things per line.
| You choose | Why it matters |
|---|---|
| Quantity | Material can come back in stages; the rest stays out on the same record. |
| Condition | Good, damaged or scrap. |
| Back to | The location it physically lands in. |
The condition decides where it is allowed to go. Good stock must return to a real stocking location; only a write-off may land in scrap. Partix filters the location list to match, so you cannot quietly put a broken unit back into available stock.
The lot never changes. Material returns onto the same lot it left on, carrying its original cost, vendor lot and expiry. A return is a move home, not a new receipt — which is why returned stock keeps its place in FIFO order instead of looking brand new.
The request closes once everything issued has been accounted for, whether it came back or was written off.
Reversing
Reverse is on each issue in the movements list. It is for an issue that should not have happened — the wrong lot, the wrong quantity, the wrong request.
Reversing writes the opposite movement rather than editing or deleting the original. Both entries stay in the ledger, and the stock returns exactly where it came from. The request reopens for picking, because the holds are gone.
Reverse and Return are not the same thing
Return records something true: the material went out and has now come back. Reverse records a correction: it should not have gone out at all. Both restore the stock, but they say different things about what happened, and an auditor reading the ledger a year later will want to know which it was.
An issue that has already been returned against cannot be reversed. Undo the return first, or the two corrections would double-count.
Movements
Expand any request that has issued stock to see Movements — every issue, reversal and return in the order it happened, with the part, the lot, the quantity, where it went and who did it.
This is the record, not a summary. Nothing in it is ever edited: a mistake is corrected by adding the opposing entry, so the history stays readable.
Cancelling
A request can be cancelled at any point before it issues. Cancelling gives back every hold it was carrying, and no stock ever moved, so there is nothing to reverse.
Once stock has issued, cancelling is no longer the right tool. Use Reverse for a mistake, or Return for material that came back.