--- title: "Modular building delivery release workflow with NetSuite" description: "Connect modular factory readiness to site, transport and receiving decisions without treating delivery as project acceptance." canonical: https://www.stacksync.com/blog/modular-building-delivery-releases-coordinate-site-readiness-transport-booking-and-receiving-acceptance last_modified: 2026-09-18 --- # Modular Building Delivery Releases: Coordinate Site Readiness, Transport Booking, and Receiving Acceptance > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md Connect modular factory readiness to site, transport and receiving decisions without treating delivery as project acceptance. Author Ignacio Malpartida · GTM Engineer Published September 18, 2026 Read time 5 min read APP TIPS ## The operating decision A modular delivery-release workflow should combine factory readiness, site-release evidence, transport confirmation and receiving arrangements for the specific modules being shipped. Each dependency has a separate owner. A completed module is not automatically ready to leave if the site or transport plan is unresolved. The workflow should assemble the current evidence and route the release decision; qualified logistics, project and site personnel retain authority over the physical operation. Explore the complete [modular and prefab building supply and installation integration and automation hub](https://www.stacksync.com/industry/construction/modular-prefab-building-installation) for the systems and processes around this guide. ![Summary card: Modular building delivery release workflow with NetSuite](https://www.stacksync.com/images/blog-highlights/icp-modular-building-delivery-releases-coordinate-site-readiness-transport-booking-and-receiving-acceptance.webp) ## What this looks like in modular and prefab building supply and installation A modular supplier has several modules ready at the factory while the site team delays the planned receiving window. Transport is tentatively reserved, and one module has an open completion item. The commercial project still shows the original delivery date. A coordinated release view should identify which modules can be considered, whether the site has confirmed the window and who must decide the change before anyone tells the customer the shipment is released. ## Records, ownership, and update rules | Record | Owner | Operating rule | | --- | --- | --- | | Factory readiness | Production owner | Confirm the specific modules and release conditions. | | Site readiness | Authorized site or project owner | Provide the accepted receiving window and relevant prerequisites. | | Transport booking | Logistics | Record confirmed capacity and the applicable shipment references. | | Receiving and acceptance | Site receiver and customer authority | Separate physical receipt from any contractual acceptance decision. | ![Record ownership diagram: Factory readiness, Site readiness, Transport booking](https://www.stacksync.com/images/blog-diagrams/icp-modular-building-delivery-releases-coordinate-site-readiness-transport-booking-and-receiving-acceptance.webp) *Define the record owner and the rule before enabling updates.* ## Work through the process 1. 01 Release at the shipment scope Identify the modules and accessories in the proposed load. Link them to the approved project and current factory evidence. A project-level complete flag is too broad when some modules are ready and others remain under review. 2. 02 Collect the site decision Obtain current confirmation from the responsible site owner for the intended delivery window and scope. The workflow can track prerequisites and missing evidence; it should not make technical site-readiness judgments or infer that the site is ready because the original schedule says so. 3. 03 Verify the transport commitment Distinguish requested, tentatively planned and confirmed transport. Link the confirmed booking to the shipment and site window. If one changes, route the impact to logistics and project management rather than allowing stale confirmation to keep the release green. 4. 04 Route the release recommendation Present the factory, site and transport evidence together, including source dates and unresolved conditions. The authorized release owner decides whether the load may proceed. Record that decision and its scope so a later change can be traced to the evidence used. 5. 05 Track receipt and exceptions After dispatch, capture the actual receiving event for each module and any condition issue. Keep receipt separate from contractual acceptance and from a billing milestone. Route missing, partial or disputed receipt evidence to the responsible owner before downstream teams mark the delivery complete. 6. 06 Keep customer communication tied to the confirmed release A proposed delivery date, confirmed transport booking and authorized shipment release are different promises. Decide which team may communicate each state and ensure the customer-facing summary uses the corresponding evidence. If the site window changes after a message is sent, route a specific update with the affected modules and next decision owner. This keeps the workflow useful to account management without allowing a planning record to announce a shipment that logistics has not released. ![6-step operating sequence: Modular building delivery release workflow with NetSuite](https://www.stacksync.com/images/blog-diagrams-mermaid/icp-modular-building-delivery-releases-coordinate-site-readiness-transport-booking-and-receiving-acceptance.webp) *Follow the operating sequence; unresolved exceptions return to a responsible reviewer.* ## Handle the exceptions explicitly ### Site moves the receiving window Withdraw the previous release recommendation and recheck transport and factory staging. ### One module retains an open completion item Limit the proposed release to the accepted scope or hold it under the production owner's decision. ### Delivered module has a condition discrepancy Record receipt and condition separately and route acceptance review. ## What to verify before expanding - The release identifies the exact shipment scope. - Tentative transport cannot appear as confirmed capacity. - A changed site window reopens the relevant checks. - Physical receipt cannot automatically satisfy contractual acceptance. ## Connect this process to the rest of your operation [Explore Stacksync workflows](https://www.stacksync.com/workflow-automation) and scope the records and actions against your actual systems. [Book a demo](https://www.stacksync.com/book-a-demo) with a real factory readiness example and the exception your team handles most often, for example site moves the receiving window. - [Modular Factory-to-Site Delivery Workflows](https://www.stacksync.com/use-case/modular-factory-site-delivery-workflows) - [Prefab Design Freeze to Factory Release: Route Approved Revisions Through Procurement and Scheduling](https://www.stacksync.com/blog/prefab-design-freeze-to-factory-release-route-approved-revisions-through-procurement-and-scheduling) - [Genies for Modular Progress-Billing Reviews: Assemble Factory Milestones, Delivery Proof, and Site Acceptance](https://www.stacksync.com/blog/genies-for-modular-progress-billing-reviews-assemble-factory-milestones-delivery-proof-and-site-acceptance) - [Modular Progress-Billing Exceptions: Partial Deliveries, Unapproved Variations, and Missing Acceptance Records](https://www.stacksync.com/blog/modular-progress-billing-exceptions-partial-deliveries-unapproved-variations-and-missing-acceptance-records) - [Connecting Salesforce and HubSpot to Databases with Stacksync](https://www.stacksync.com/blog/connecting-salesforce-and-hubspot-to-databases-with-stacksync) - [Eliminating Duplicate Records When You Sync CRM Systems: Best Practices for Clean Data](https://www.stacksync.com/blog/eliminating-duplicate-records-when-you-sync-crm-systems-best-practices-for-clean-data) The shared architecture guide covers record matching, ownership, and recovery across systems. ## Technical references - [Stacksync NetSuite connector and object support](https://docs.stacksync.com/two-way-sync/connectors/netsuite) - [Stacksync event triggers](https://docs.stacksync.com/guides/event-triggers) FAQ ## Frequently asked questions Can this schedule transport without human review? Only through a specifically verified and authorized booking process. This design first establishes the evidence and release decision needed for reliable coordination. Should one late module hold every shipment? That depends on the project and logistics plan. Model partial release explicitly and obtain the authorized decision instead of assuming either all-or-nothing behavior. Which delivery-release exceptions should the COO track? Track releases changed because of stale site or transport evidence, missing receiving records and time spent coordinating those exceptions. Those measures reveal the handoffs creating avoidable uncertainty. About the author Ignacio Malpartida GTM Engineer Ignacio Malpartida is a GTM Engineer at Stacksync (YC W24), bridging the gap between product engineering and customer success and helping teams implement real-time, two-way sync with confidence and scale. [All posts by Ignacio Malpartida](https://www.stacksync.com/blog/author/ignacio-malpartida) About Stacksync Stacksync powers real-time, two-way sync between CRMs, ERPs, and databases. Engineers sync data at scale and automate workflows, not dirty API plumbing. Stacksync ## Explore these integrations and topics - [connector NetSuite integrations](https://www.stacksync.com/connectors/netsuite) - [platform Integration architecture](https://www.stacksync.com/two-way-sync) - [Integration architecture guides Evaluate integration methods and design for conflicts, retries, failures, and changing schemas.](https://www.stacksync.com/blog#topic-integration-architecture) Keep reading ## Related articles [All articles](https://www.stacksync.com/blog) [App tips Prefab Design Freeze to Factory Release: Route Approved Revisions Through Procurement and Scheduling 5 min read read](https://www.stacksync.com/blog/prefab-design-freeze-to-factory-release-route-approved-revisions-through-procurement-and-scheduling) [App tips Prefab Supplier EDI: Reconcile Component Orders With Factory Receipts and Direct-to-Site Deliveries 5 min read read](https://www.stacksync.com/blog/prefab-supplier-edi-reconcile-component-orders-with-factory-receipts-and-direct-to-site-deliveries) [App tips Genies for Modular Progress-Billing Reviews: Assemble Factory Milestones, Delivery Proof, and Site Acceptance 5 min read read](https://www.stacksync.com/blog/genies-for-modular-progress-billing-reviews-assemble-factory-milestones-delivery-proof-and-site-acceptance) ## You just read how it should work. See it run on your own data. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)