Setup
You will need the Warehouses module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group:
Can see all tasks.
Can create and manage warehouses, submit stock adjustments and transfers.
Click here to learn about permissions and security groups.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
We will add optional information and screenshots under these arrows.
How to reserve stock for a task from a facility
The desk users reserve stock for tasks to ensure proper allocation, prevent shortages, and maintain optimal inventory levels. The Parts statuses on the tasks help to track the inventory allocated to the task.
Required Stock is Available
Partial Stock is Available
2. Create a purchase order from the task, while adjusting the product quantity to match the shortfall, and get it approved and submitted to the supplier.
2. Create a purchase order from the task, while adjusting the product quantity to match the shortfall, and get it approved and submitted to the supplier.
3. Follow the steps in Required Stock is Available section to reserve the rest of the stock available in a warehouse.
3. Follow the steps in Required Stock is Available section to reserve the rest of the stock available in a warehouse.
No Stock is Available
When no warehouses have the required stock, create a purchase order for the task or the warehouse for stock reservation.
Video
How to confirm the pickup of reserved stock for planned tasks from a facility from the office
To collect stock on the mobile app, click here.
How to transfer unused task stock back to the warehouse
When not all task stock is used, the field user must add a timeline note to flag with the office.
Unused stock must stay unperformed to be transferred out.
Recommended steps
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