Managing Stock Movements

  • Updated

Understanding Stock Movements

  • Stock can be moved by adding items to a job via the BigChange website or directly by the resource from their device.
  • Stock can also be moved by selecting the item on the website and pressing 'Move'.

If you edit a stock item and change the location it will not show a movement as it was updated, not moved.

 

Navigating Stock & Equipment

To move stock and equipment, follow these steps:

    1. Navigate to Stock & Equipment.
    2. Select Stock or Equipment.
    3. Select the items to be moved.
    4. Select the "Move" icon.

Stock move 1.png

Completing the Move Process

  • A popup screen will appear:
    • Complete the fields to specify the quantity of stock to move and the destination.
      • Example: Moving 18 of 19 items from warehouse to a van.
    • Select "Move" to execute the transfer.
    • The system will update to show 18 items deducted from the van and added to the customer's location.

Stock move 2.png

For further information, please view the main Stock & Equipment article.

 

Easily Compare Planned and Actual Stock Movements

Comparing Stock Movements

  • Navigate to the Schedule tab.
  • From a job’s pop-up, select the stock tab.
  • View planned stock movements and actual stock movements post-job completion.

Switching Between Planned and Actual Movements

  • For detailed actual stock movements, select the ‘Actual’ button at the top of the table.
  • Switch between ‘Planned’ and ‘Actual’ to compare movements.

Stock move 3.png

Conclusion

Managing stock movements in BigChange is straightforward with the ability to move items via the website or directly from a device. By navigating through the Stock & Equipment section, users can efficiently transfer stock and track movements. Additionally, the Schedule tab allows for easy comparison of planned versus actual stock movements, ensuring accurate inventory management. For more detailed guidance, refer to the main Stock & Equipment article.

 

Video

   

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