Inventory and parts
Who this is for: managers and office staff who control stock, vans and parts.
What you will learn: how to replenish stock, transfer it to a van, record a count, approve a part request and trace a serial number onto a job.
Replenishment
Open Inventory. The list shows quantity on hand, reserved quantity and the reorder level. When available stock reaches the reorder level, the Replenishment action offers a suggested quantity.
- Select Replenishment.
- Choose a supplier.
- Adjust the suggested lines and unit costs.
- Create the draft purchase order.
Open Purchase orders to review the draft, receive against a line and let the stock ledger update.
Van transfers
Open the van stock screen and transfer items to or from a vehicle. The transfer is stored with its lines so you can see what moved and when. A transfer cannot take stock below zero.
Stock counts
Record a stock count with the expected and counted quantity. The variance is stored and the ledger is adjusted with the count reference. Use counts for shrinkage, mis-picks and damaged stock.
Part requests
A worker or office user can request parts against a job.
- Open Part requests and create a request with one or more lines.
- A manager reviews and approves it.
- Fulfil the approved request to consume the stock and record the parts against the job.
- A rejection requires a reason.
Requesting a part does not reduce stock. Only fulfilment or installation does.
Serialised parts
For equipment with a serial number:
- Register the serial against the inventory item.
- Install the part from the job's Parts installed tab, choosing the serial and asset.
- The part is consumed, the serial moves to installed and the warranty date is recorded.
- Remove the part to return it to stock and keep the removal history.
The job keeps the serial, asset, install date, removal date and warranty even after the stock quantity changes.
Check your understanding
- Does approving a part request reduce stock?
- What is the difference between a transfer and a count?
- Where do you see the serial number fitted to a job?
Related: Jobs and workflow �� Assets and documents
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