Workflows
Holds & Checkouts
Plan a stage by placing items on hold, then check them out when the truck loads.
Overview
On hold means an item is reserved for a house but still in your warehouse. Checked out means the same item has physically left the warehouse and arrived at the house for the stage.
Every item assigned to a house sits in one of two states. Holds are the planning stage. You're building the inventory list for an upcoming stage without committing trucks or bodies. Checkouts are the staging stage. The truck is loaded, the items are gone from the warehouse, and they're allocated to that house and room until you bring them back.
Available means not checked out. An item with a quantity of ten and three on hold for a house still shows ten Available, because a hold is a plan rather than a deduction. Check those three out and Available drops to seven. Two houses can hold the same sofa, and the shortfall surfaces at checkout, where availability is enforced.
Undoing a checkout has two outcomes, and the difference is the house's list rather than the furniture. Change to Holds puts the units back on hold for the same house and room; Remove All takes them off the house. Either way they stop counting as checked out, so Available climbs back to ten.
Available, on hold, checked out
Every unit assigned to a house is either on hold or checked out, and the Available count follows from which. Keeping those straight is the whole job of this workflow.
On hold is reserved for a specific house and room, but hasn't left the building. Checked out is at the house, and is the only state that deducts from Available. Held units still count as available, so a house's holds never block another house's plans.
On a house's detail page, the Details grid shows running Total On Hold and Total Checked Out counts alongside the client, agent, stage status, and key dates. Both totals are clickable links straight to the matching list, so a mover can see exactly what's expected to go on the truck.
Placing items on hold
Holds are how you build a house's inventory list before stage day. The default state for any item added to a house is on hold.
Open the house and click Add Items
From the house detail page or the items page, click Add Items. A panel slides in showing every item in your inventory with its current available count.Pick the room
The Add to selector at the top of the panel scopes new holds to a specific room. Leave it on Unassigned if you haven't decided where the item will go yet. You can move it later.Add quantities with the stepper
Each item shows X of Y available. Use the +/- stepper to choose how many to place on hold. Holds don't reduce the available count (that happens at checkout), so you can plan freely, even against items another house has on hold.
Checking items out
On stage day, checkout converts holds to checked-out so the warehouse and the truck reflect reality.
On the house's items page, click Checkout and confirm. Every item on hold for the house, in every room, is checked out in one step. There's nothing to select first.
On mobile, you can also scan a barcode to check items out one at a time without opening the dialog. See the mobile holds and checkouts guide for the scan-then-confirm flow.
Returning items after a destage
Returning is the reverse of checkout. It covers everything checked out for the house, and you choose whether the house keeps the items on its list.
From the house's items page with Checked Out selected, click Return All. The dialog lists what's coming back and offers two ways to finish. Change to Holds puts every unit back on hold for the same house and room, so the packing list survives for a re-stage or while the destage is being scheduled. Remove All clears the items off the house, for when the project is done.
Both free the units for other houses right away, since neither state counts as checked out. Neither one changes your item quantities.
Clearing a house's holds
When a stage falls through before anything ships, you can drop the whole plan without checking items out first.
On the On Hold view, open the more-actions menu and choose Remove All Holds. Every held item comes off the house. This can't be undone, and the items themselves are untouched. Only the house's list changes.
Moving and copying between rooms or houses
Plans change. The Move Items dialog reassigns one or more items between rooms or even between houses, with optional state changes.
Open the three-dot menu on an item card or use the room header's Move button to launch the dialog. Pick a destination House and Room, then choose between two actions:
- Move transfers the quantity, so the source loses it and the destination gains it.
- Copy duplicates, so the source keeps its quantity and the destination adds the same. Copying held items always succeeds; copying checked-out items as checked-out draws from Available, so it can fail with a partial-availability warning if the pool is too thin.
When moving from Checked Out, a Change to hold checkbox lets you flip the state in the same step, useful when an item is being pulled from one stage and reassigned to a future one without a return trip through the warehouse.
Adjusting quantities item by item
For small tweaks, you don't need a dialog. Each item card has its own quantity controls.
On a desktop card, the three-dot menu has Add One and Remove One; clicking the item opens a sidebar with a number-field stepper labeled On Hold or Checked Out matching the current view. From an item's detail page, the Add to House section provides the same stepper and a House dropdown so you can adjust holds across projects without leaving the item.
What's next
Holds and checkouts touch most of the rest of the product. These are the natural next steps:
- Lay out a house's rooms first so items go on hold in the right space from the start.
- Save a frequently-used set of items as a themed room template and apply it to a new house to populate holds in one click.
- Print barcodes so movers can scan items in and out from their phones instead of opening dialogs.
- Browse the inventory page to see the available and on-hold counts for any item.