Can you track inventory down to the minute?
Yes, there is a system option that will allow you to track your inventory items down to the minute. This applies to the action on the main job page. The two actions that have asterisks create the logistics plans, and if you are using down to the minute you will need to make sure times are entered. If you are not using down to the minute availability all items will return at 11:59 on the second asterisk date.
Can I look at a calendar to see availability of items over time?
There are multiple ways to look at a calendar view for specific inventory items. The easiest way is by clicking on the stock calendar at the top of your Lightning page. This will allow you to search for products, as well as specific warehouses. You will have the option to see what is in stock company wide, or select individual warehouses on the stock calendar pop up screen. You will also have the calendar view when you search for items through the inventory manager tab, and when you are adding items to an order through the products tab.
How do I add suggested items to inventory items, and how will it show?
You can add suggested items to inventory items by going to the Inventory Manager, editing a product, and clicking on the Suggestions tab towards the bottom of the Product Manager screen. This will allow you to select other “suggested” items that are in your inventory so your team can select additional items to include on the job that typically go with that product. When on the products page for the job, you will see a green plus sign appear next to the item that will allow you to look at the suggested items and add them to the job. You can also see the suggested items when you are first selecting the product from the Show Product Search window when you click on the green plus sign to add the item. This will populate a window with suggested items to add.
What’s the difference between a package and a kit?
The easiest way is to think of a package is a grouping of items and their quantities, while a kit is a grouping of specific bar codes that have to go together. A package is a set of components (inventory items) that can be either serialized or non serialized, and can be rented out in the package as well as individually. A package does not care which item is going out with the other items, as long as the correct amount go out. A Kit is a group of items that are going to be serialized only, and they will only be rented out together. These items will always stay together and never be removed from their kit. You can think of a kit as a wireless mic kit.
How do I create an new inventory item?
To create a new inventory item you will first go to the Inventory Manager tab towards the top of your screen. Once you are on that page there will be a tab underneath the Designation drop down that says “New Product”. Once you click on New Product, the main fields you will want to make sure are filled out are simple title, commercial name, designation, and category. You will then need to make sure that if the item is non serialized, change the drop down to “NO”.
How do you create a Delivery/Misc item?
Can I add a picture of my inventory item so that it show up on Pullsheets?
No, images will only show up on external documents right now.
Can I put a kit within a package or a package within a package?
You can put a kit within a package, but you cannot put a package within a package.
What happens if I scan out but don’t have the time to scan back in?
Because check out and check in is not required for inventory management, it would be best to not check out if you will not be able to check back in.
How do I see how much a product has been used?
On the inventory manager page, when you search for an item there is a column for rented. Rented is a running total of how many times that items has been rented out. There are also multiple inventory reports, such as the Product Usage Report. This will show you the jobs and the monetary information for those jobs.
Can I delete inventory if there are duplicates?
Users are able to mark inventory as inactive by going to the product in the Inventory Manager and changing the status from “Active” to “Inactive” and press save.
How do I manage the retail aspect of my business?
When adding the product you will list a sale price for that item. When you are selling the item on the Job, you will change the time unit to Sale. This will then change the rate to the sale price and not expect this item to return into inventory.