Release a specific load
Attach the actual modules and factory evidence rather than relying on a project-wide completion field.
Modular and prefab building supply and installation

Bring factory, logistics and site evidence into one owned delivery-release decision. The workflow identifies the modules in scope, confirms the current site window and transport commitment, and routes missing prerequisites. Receipt and customer acceptance remain separate downstream events.
Modules are complete, but the site window or transport plan changed while customer-facing dates stayed the same.
Explore your process in a demo, or get our shared two-way sync architecture guide.
When this fits
US modular and prefab building companies with 100–1,000 employees that combine manufacturing or supply with onsite delivery and installation.
Attach the actual modules and factory evidence rather than relying on a project-wide completion field.
A moved site window should reopen the affected transport and release decisions before another promise is made.
Keep partial arrival and condition evidence visible without turning physical receipt into automatic acceptance.
The process, end to end
a supplier has most modules ready but the site delays one receiving window. The workflow shows which load is affected and routes the logistics decision while preserving the readiness of unrelated scope.
Scope your implementation
Review current platform pricing alongside the records, volume, and actions in your process. Use your own operating baseline to evaluate the economics.
Explore your process in a demo, or get our shared two-way sync architecture guide.
From foundation to action
Keep shared customer, order, and operational records aligned, with clear field ownership.
Explore two-way sync 02Move approved work between systems, assign exceptions, and confirm the result.
Explore workflows 03Investigate cross-system questions, assemble the evidence, and prepare the next action.
Explore ai agents (genies) 04Connect trading-partner documents to operational records and exception handling.
Explore ediGo deeper
Coordinate prefab design release with approved scope, material commitments and factory scheduling decisions.
Connect modular factory readiness to site, transport and receiving decisions without treating delivery as project acceptance.
Explore all modular and prefab building supply and installation integration and automation guides ↗
No. Qualified site and project personnel provide the decision; the workflow coordinates the evidence.
Yes, where the operating plan permits it and the authorized owner approves the specific scope.
Track releases changed by stale evidence, missing receipt records and coordination effort around those exceptions.
When factory readiness, site windows and transport bookings sit in systems other than NetSuite, put two-way sync in place first so the workflow reads current module and project records rather than copies. When NetSuite already holds them, start with this workflow and give the release decision a route to the logistics, site and production owners. Genies come later to assemble receipt and acceptance evidence for a billing review that finance approves. EDI remains a separate transport for supplier shipment documents into NetSuite receiving.