Approving Line Items

In Boatyard, managing line item approval is essential for tracking customer authorization and accurately reflecting part usage across your work orders.

Each line item on a work order can be:

Approved
​Unapproved

This status shows whether that portion of the job has been authorized, and it also controls how related parts are handled in inventory.

Line items can be approved in two ways:

Automatically
When a customer approves an estimate, all included line items are automatically marked Approved.

Manually
You can approve a specific line item by clicking the three dots at the end of the line and selecting Approve.

To reverse this, use the same menu and select Unapprove.

Approving a line item does not remove parts from inventory yet. Instead, it protects them for this job.

In Stock → Reserved
If the line item includes in-stock parts, approving it moves those parts to Reserved status. This blocks those quantities from being used on other jobs while the work is still in progress.

Parts are only fully consumed when the work order is completed.

Reserved → Completed
Once the work order is marked Completed, reserved parts are updated to Completed, which removes them from available inventory and records them as used on that job.

Approving line items helps you:

• Confirm customer authorization
• Lock in the required parts for that job
• Prevent other orders from using the same inventory
• Keep inventory accurate when work is finished