Overseeing your stock locations is crucial to maintain accurate stock levels. It begins with creating and assigning stock locations to users (please see our Stock locations guide to see how this is done) followed by the addition of stock. It emphasizes gaining insights into inventory levels, reorder lists, reservations, and available balances. It also discusses tracking part usage, origins, bookings, and arrivals, as well as managing stock locations to ensure proper processes. Furthermore, it mentions viewing reservations on jobs and taking actions such as adding, modifying, or removing parts from stock locations.
Searching for Stock locations
Once you have created your stock locations and assigned them to the necessary users, you will need to start adding stock to them so they are ready to go. However, you may need to access them in the future to view the history of the stock location, check the parts reorder lists against them and see which parts they have reserved.
To search for your Stock locations, go to the global search and type settingsstocklocations:(Alternatively, you can also search for the stock location's name, for example ‘Warehouse’)
Stock location tab
Gain comprehensive insights into your stock locations, including current inventory levels, part reorder lists associated with them, details on reservations and their reservation reasons, as well as the available balance for each part. This is also where you would start adding your stock into the location.
Total stock - The total amount of stock, including all reserved stock
Reserved stock - The amount of stock that is currently being used on jobs
Reserved for return - The amount of stock that has been marked for return
Reserved for replenishment - The amount of stock which cannot be used as it's reserved to be automatically replenished from your parts reorder template.
Scheduled for supplier pickup - The amount of stock which your engineers are due to go and collect from your supplier
Balance available - The amount of stock which is not being used for anything or being reserved for anything
Stock location history
See where your parts have been used, where they have come from, who booked them in/out and when they arrived. This is also where you can manage a stock location to ensure the correct processes are being followed.
To filter the history by actions, click the action drop down and you will be presented with the drop down show below:
Purchased - Stock that has been bought from a supplier
Manually adjusted - Stock that has been changed through the 'manually adjust stock' button
Reserved - Stock thats been marked as 'available' on a job
Unreserved - Stock thats been manually unreserved from the parts reserved tab
Used on site - Stock that has been marked as 'installed' on a job
All transfers - Stock thats either been transferred for a job and stock thats been transferred without a job
Transferred for a job - Stock that has been delivered to the office and then moved to the engineers van / Stock that has been made available from a stock location which the engineer collects and moves into their van
Transfer without a job - Stock that has been manually moved from one location to another
Reserved for return - Stock that has been reserved to be returned to stock
Returned to supplier - Stock that has been marked as reserved to be returned to a supplier
Reserved for replenishment - Stock that cannot be used as it must be maintained for your minimum stock quantity for the parts re order list.
Stock location reserve List
See where your parts within this stock location are reserved on jobs. This means the part is in your warehouse/stock location but has been made available on a job. View which job number the part has been assigned to when it’s assigned for and who the customer is for that particular job.
Manually adjusting stock
This is where you add your stock to your stock locations
➡️ Go into your stock location > Quick links > Manually adjust stock
It’s best to hit the ‘save parts’ button every 10 minutes or so to ensure that no progress is lost if something were to interrupt this process.