Step 1 - Setting up Product Categories in Stock and Equipment

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Understanding Stock and Equipment

Stock

Stock refers to consumable items used or sold during jobs. These items can include multiples of:

- Screws
- Pipes
- Bolts

These items do not have serial numbers, and you can add multiple quantities of each into the BigChange system.

Equipment

Equipment consists of individual serialised items, such as boilers, CCTV cameras, or tools. These items are either allocated to staff or maintained as assets for customers, such as alarm systems and boilers.


Creating Product Categories

Setting Up Product Categories

  • Navigate to: [Top menu] Account settings (icon).
  • Settings.
  • [side menu] Stock & equipment.
  • Product categories.

Stock 1.png

  • Select 'Add' to create a new Product Category.
  • Enter the name of the Product Category and select 'Ok'.
  • Keep the number of categories minimal for easier management of Custom Fields.

Stock 2.png

To Edit a category

  • Select the category you want to edit.
  • Select 'Edit' icon.
  • This option allows you to change the name.

Stock 5.png

Removing Category Contents

  • Select the category you want to empty
  • Select 'Empty category' icon.

Stock 3.png

  • Confirm the action by completing a simple maths equation.

Stock 8.png

  • Use caution as this action is irreversible and removes all stock/equipment in the category.

Stock 7.png

Setup Category Automatic Reference

  • Select the category you want to set up an automatic reference for.
  • Select 'Automatic reference' icon.

Stock 4.png

  • You can set a prefix such as CCTV.
  • This uses Excel style number formatting.
  • To force 5 digits, type 00000 in the format field.
  • If you want to use a dash to seperate for thousands, type 000-000.
  • Next number will be auto genertated by the system.

Stock 9.png

 

Delete a category

  • Select the category you want to delete a category.
  • Select 'Delete' icon.
  • This can only be done if there are no makes and models using this category in the system.

Stock 6.png

 

Conclusion

Managing Stock and Equipment in BigChange involves setting up Product Categories, Makes and Models, and adding items with detailed information. Proper location management ensures efficient stock-keeping. Follow these steps to streamline your inventory processes and enhance operational efficiency.

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