A complete guide to managing flooring materials — from quoting to delivery — using Bitrix24's Product Catalog, CRM pipeline, and Inventory Management.
Bitrix24 manages materials across four connected layers. Together they give you complete visibility — from quoting to site completion — with automatic stock tracking throughout.
Your master list of all flooring materials — tiles, vinyl, carpet, timber, adhesives, underlay — with pricing, units, and stock tracking per warehouse.
Build client quotations with materials + labour. System shows current stock availability so you can spot shortfalls before committing.
Materials are reserved when added to a deal. When the deal is won, Bitrix24 automatically deducts stock — no manual write-off required.
Handle stock receipts (new purchases), returns (leftover materials from site), transfers between warehouses, and stocktake adjustments.
Follow these steps for every flooring supply and installation project to keep your materials and costs under control.
Before anything else, ensure all your materials are in the Product Catalog with the correct unit of measure (m², box, roll, litre), price types, and stock tracking enabled per warehouse.
Organise by category (Hard Flooring, Soft Flooring, Adhesives & Accessories) for easy searching. Set a standard overage factor — typically 10–15% extra — to account for cuts and waste during installation. This should already be built into the quantity you quote.
After measuring the site, create a Quote (Estimate) in CRM. List all materials with quantities (already including your overage allowance) plus installation labour as a service line.
At this stage, Bitrix24 shows you available stock vs. reserved quantities for each product. This is your first check for potential stock shortfalls — before any commitment is made. If materials are short, flag it to purchasing now.
Once approved by the client, the quote converts into a Deal and then an Invoice.
When products are added to a Deal, Bitrix24 moves that quantity into reserved status. The material is still in the warehouse but earmarked for this project — other deals see a reduced available balance.
When the deal moves to Won, Bitrix24 automatically deducts the reserved quantity from your warehouse balance. No manual write-off is needed. This is handled by the system at the point of deal closure.
Your pipeline view effectively doubles as a forward stock commitment report — you can see at any time how much stock is reserved across all active deals.
When materials are physically loaded onto the vehicle or delivered to site, create a Transfer document (Type M) to move stock from your main warehouse to a virtual "Site / Van Stock" warehouse. This keeps your records accurate at all times.
The project manager or installer can reference the Deal's product list directly as the picking list — everything that was quoted is right there.
In the flooring business, material quantities are rarely perfect. Here's how Bitrix24 handles both common scenarios.
More material needed than available in warehouse
This happens when a large project requires more material than currently in stock — a backorder situation. The deal's reserved quantity will show as exceeding available stock, alerting purchasing to act.
Common — especially for tiles, vinyl, and carpet
Flooring installations almost always produce offcuts, unused boxes, or surplus rolls. Since the deal is already Won and stock auto-deducted, leftovers need to be brought back into the system.
Sometimes the site reveals unexpected conditions — uneven subfloor, hidden damage, or a client requesting an area extension. If more materials are needed after the deal is Won:
Knowing which document to use in each situation is key to keeping your stock records accurate.
| Type | Document Name | When to Use in Flooring Projects |
|---|---|---|
| A | Stock Receipt | New materials received from supplier; replenishment when stock runs short mid-project; initial stock loading when you first set up Bitrix24. |
| S | Stock Adjustment | Periodic stocktake corrections; resolving system discrepancies found during physical count. Not for routine project use. |
| M | Transfer | Moving materials from the main warehouse to a site or vehicle (van stock). Also used when materials move between job sites. |
| R | Stock Return | Leftover / unused materials brought back from site after installation is complete. The deal is already Won, so this return restores balance for future projects. |
| D | Write-off | Genuinely damaged, broken, or expired materials with no recovery value. Not for installed materials — those are automatically handled when the deal is Won. |
From the first client call to post-installation stock reconciliation.
Create a Deal in CRM to track the project from day one.
Measure the area. Note subfloor conditions and material specifications required.
Create Estimate in CRM. List all materials with 10–15% overage built into quantities. Check stock availability against each product line. Flag any shortfall to purchasing immediately.
Quote converts to a confirmed Deal + Invoice. Materials move to Reserved status in the warehouse.
Review reserved vs. available quantities.
Create Transfer document (M) from main warehouse to Site/Van Stock. Installer uses Deal product list as picking list.
Project done. Deal moves to Won. Bitrix24 automatically deducts all materials from warehouse balance.
Check for leftover materials on site.
Always include 10–15% extra for tiles (more for patterns), and 5–10% for vinyl and carpet. Build this multiplier into your standard quoting process so it's never forgotten.
Create "Remnant" variants of your main products (e.g., "Vinyl Plank — Remnant") at reduced prices. Returned offcuts from site can be listed and offered to smaller residential jobs.
Set minimum stock levels on fast-moving items (standard tiles, adhesives, underlay) so the system alerts purchasing before a project is blocked by a stock shortfall.
The Deal's product list in Bitrix24 contains everything quoted. Installers can refer directly to it when loading the van — no separate picking document needed.
Create a virtual "Van Stock" or "Site" warehouse. Use Transfer documents when loading materials onto a vehicle. This gives you real-time visibility of stock out in the field.
A common mistake. Materials that were installed are automatically handled when the Deal is Won. Write-offs are only for genuinely damaged or scrapped materials.