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
1. Navigate to the Tasks page, add the filter Parts Status with Parts Required value and open the relevant task.
1. Navigate to the Tasks page, add the filter Parts Status with Parts Required value and open the relevant task.
2. Go to the Work tab.
2. Go to the Work tab.
3. Click Reserve Stock, which is visible only if materials on this task are stocked in a warehouse.
3. Click Reserve Stock, which is visible only if materials on this task are stocked in a warehouse.
To skip reserving a specific product, click Fully reserved to change it to Not stocked.
To skip reserving a specific product, click Fully reserved to change it to Not stocked.
4. Select a facility in the Warehouse dropdown and click Save.
4. Select a facility in the Warehouse dropdown and click Save.
Partial Stock is Available
1. Review the difference between the available and required stock levels using the Reserve Stock button on the Work tab or by viewing the warehouse.
1. Review the difference between the available and required stock levels using the Reserve Stock button on the Work tab or by viewing the warehouse.
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 stock available in a warehose.
3. Follow the steps in Required Stock is Available section to reserve the rest of stock available in a warehose.
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
1. Navigate to the Tasks page and open the relevant task.
1. Navigate to the Tasks page and open the relevant task.
2. Go to the Work tab.
2. Go to the Work tab.
3. Click View reservations.
3. Click View reservations.
4. Click Collect products for each reservation.
4. Click Collect products for each reservation.
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.
1. Navigate to the Tasks page and open the relevant task.
1. Navigate to the Tasks page and open the relevant task.
2. Go to the Margin Review tab.
2. Go to the Margin Review tab.
3. Click Transfer Task Stock.
3. Click Transfer Task Stock.
4. Select To Warehouse and click Transfer.
4. Select To Warehouse and click Transfer.
To transfer only part of a Work tab item, manually split it into two: one for transfer and one for performing the task.
To transfer only part of a Work tab item, manually split it into two: one for transfer and one for performing the task.
Recommended steps
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