Service Manager will automatically keep track of your stock levels for any given item, you can disable this for any given item. You can set what criteria reduces or increases your levels for each item and also flag items that have have critical stock levels and be alerted when those levels are reached.
Stock levels are normally decreased when you service or install an item and increased when you collect an item. You can adjust these settings for individual items, you may want to only record stock decreases for services and not installs.
When you registering a stock item see How to: Create a New Stock Item you have various fields available to assist with your stock control.
| Field | Description |
|
Opening balance |
Enter your initial stock level. Recorded on activty. Only available when creating an item |
| Re-order level | The point at which you should raise a new purchase order |
| Re-order quantity | The quantity to order when you place a purchase order. When adding a purchase order the quanityt will default to this |
| Lead Time (Days) | The lead time in days for your current supplier |
| Min quanity | The minimum quantity required to run your business |
| Max quantity | The maximum quantity you can store at any given point |
| In Stock | Your current stock level |
Further to this you can finely adjust each stock items attributes to enable or disable stock control based on different activities. These event only happen if the tick box is ticked.
| Field | Description |
|
Decrease stock level on service |
When the manifest is created the stock level is reduced by the allocated quantity |
| Decrease stock level on installations | When an installation is created the stock level is reduced by the quantity |
| Increase stock level on collections | When a collection is performed the stock level is increased by the quantity |