# Reserve, pick and issue for a job

Keep requested demand, committed material and physical use distinct.

Source: https://help.smartfact.ai/manuals/storesflow/demand-pick-issue

Review edition: 25 October 2026

Roles: operator, supervisor, viewer

Demand describes what a job requires. Reservation commits eligible stock to that demand. Picking records physical movement to staging, and issuing records use. Follow each step that actually occurs rather than using one stage as evidence for another.

## Prepare the demand

In **Demand**, check the job reference, line, source revision, material, permitted lot where required and requested quantity in the approved base unit. A reviewed demand import prepares these lines but does not reserve stock automatically. Preserve the source identity so that revised or repeated work is distinguishable.

Choose the demand to reserve. Check whether partial allocation is permitted for this request and the offered reservation duration. Approved policy and current eligible quantities determine the allocation. A shortfall means the demand is not fully covered; it must not be described as a full kit simply because some stock was allocated.

## Pick the allocated material

Open **Pick**, select the reservation and actual source stock, then identify the staging destination and physical quantity. Check the material, lot and allocated source before confirming. Do not substitute another lot or bin merely because the physical description looks similar.

Read the prepared decision and record the movement only after the material has been physically checked. A reservation is not proof of a completed pick, and a pick document does not itself move stock.

## Issue or return

Open **Issue** for the selected reservation and picked source. Enter the quantity actually issued and complete the check and physical confirmation. If picked material will not be issued, use the picked-return option in **Return** against the original reservation instead.

If a supervisor deduction or a new eligibility decision removes unpicked allocation, the resulting shortfall needs attention. Do not issue against an assumed earlier allocation without refreshing the current reservation.

## Work through a partial requirement

A job requires 30 brackets and only 24 are eligible. If partial reservation is accepted, record the 24 through pick and issue and leave the shortage visible. When additional eligible stock becomes available, review the remaining demand and current allocation. Do not create a second full 30-bracket demand to disguise the shortage.

Viewers may inspect the demand and its status but cannot reserve, pick or issue. Hand over the job and reservation references, issued quantity and remaining shortfall so the next shift can continue the same work.