Inventory Feature Setup and Usage - Watch Video
Objective
How to set up and effectively use the inventory feature to keep track of stocked items within your property.
Key Steps
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Creating a New Inventory Item:
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Select "Building" from the left-hand menu, followed by "Inventory."
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Click on "New" from the top right-hand side.
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Fill in details such as item name, cost, quantity on hand, sell price, stock availability, low stock reminder, minimum stock level, location, part number, description, and image.
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Save the inventory item.
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Managing Inventory Items:
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To top up an item, select "Top Up" next to the item, add the quantity, and save.
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View item history by selecting the item.
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Run reports by selecting items and exporting to Excel.
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Search for items by name and filter low stock items.
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Monitor costs, sales prices, and profit margins.
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Linking Inventory Items to Cases:
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Access cases from the left-hand menu.
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Select a specific job and scroll down to find the "Inventory" section.
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Add a new inventory item to the case by selecting from the inventory list, input quantity used, and save.
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Prices associated with items will be included in the invoice approval section for billing.
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Adding Non-Material Items:
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Non-material items like labor can be added by creating an inventory item with a time-based rate.
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Allocate labor items within the case by selecting the labor item, inputting details, and saving.
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Notes
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Ensure accurate details are entered for each inventory item to avoid discrepancies in stock management.
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Regularly update and monitor inventory levels to prevent stockouts or overstocking.
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Double-check pricing and quantities to maintain accurate billing and reporting.
Tips for Efficiency
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Utilise the search function to quickly find specific inventory items.
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Set up low stock reminders to prompt reordering when inventory levels are low.
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Regularly review inventory reports to analyse costs, sales, and profit margins for informed decision-making.