Regardless whether you have warehousing enabled or not, you can now easily access Stock from the main navigation in the Workforce app.
Accessing Stock on Mobile
To access the Stock view navigate from any primary view by selecting the Stock option on the main menu. It will sit between the Tasks and Timesheets main menu options.
The Stock view has two to three tabs that differs depending on whether you have the warehousing extension enabled or not.
Stock View Tabs | Shows When | Lists Items When |
Stock for my Tasks | Always | Assigned Tasks have Material Products |
In Van | Warehousing Enabled | Material Products stocked in Van warehouse |
Purchase Orders | Always | Purchase Orders exist on Tasks assigned to you |
To learn more about the warehousing extension visit this article here.
To learn more about the managing purchase orders on the go visit this article here.
Stock for my Tasks
When you're on the Stock for my Tasks tab under the Stock view, the following will be shown:
An area to filter by Today, This Week, Next Week scheduled task and Stared tasks
The stock list for your Tasks
Each stocked product's details including:
Product Name
Internal Ref
Supplier Ref
Supplier Name
Available quantity
Stock In Van
When you're on the In Van tab under the Stock view, the following will be shown:
An area to Search Products by keywork, to help you quickly filter your list of stock against any of the stocked product's details within your Van's stock list
The stock list for your Van
Each stocked product's details including:
Product Name
Internal Ref
Supplier Ref
Supplier Name
Available quantity
Purchase Orders
When you're on the Purchase Orders (PO) tab under the Stock view, the following will be shown:
An area to Search Purchase Orders by keywork, to help you quickly filter your list of POs against any of the PO's details within your PO list
An area to filter Purchase Orders in a few ways
Status
Supplier Name
Goods Received
The Purchase Order list itself that shows any PO linked to any Task assigned to you
PO Status
Supplier Name
Date Raised
Total Value
Linked Task
PO Number
On this view you can select any PO listed to go to that specific's PO View where you can edit the PO if you have permission, or submit to supplier and collect the goods.
