Stock Movements

  • Updated
     
 

Please Note -

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

 
     

 

Stock Movements

Stock can be moved via:
  • Adding the item to a job (either from the website or the resource can add stock on the job from the device)
  • by clicking the item on the website and pressing 'move'

To easily move Stock & Equipment navigate: (1)Stock & Equipment(2)Stock or Equipment and then click on the items to be moved. Now click on (3) the "Move" icon:

4. Stock & Equipment.png

A popup screen will now open:

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Complete both fields (1) and (2) to show how much stock you wish to move and to where. In our example we are moving 18 of the 19 items from our van stock to our customer:

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Finally, click on (3) "Move" to move the items. You will now see that it 18 items have been deducted from the van and added to the customer's location:

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

 

Easily compare planned and actual stock movements

You will now find that it is easier than ever to compare your jobs’ stock movements.

Navigate to the Schedule tab, and from a job’s pop-up, click on the stock tab. From here you will be able to see any planned stock movements, as well as any actual stock movements that took place during the job (once job is completed).

Reminder: For full details of actual stock movements on a job, you can click on the ‘Actual’ button at the top of the table (switch between ‘Planned’ and ‘Actual’).

  • Navigate to: Schedule tabJob pop-upStock tab