Efficient management of stock and equipment is crucial for completing jobs effectively. This guide provides detailed instructions on how to manage stock and equipment using BigChange, focusing on both the dashboard and device settings.
Accessing Stock Options on the Dashboard
Navigating to Stock Options
- From the BigChange Dashboard, select 'Stock' on the left-hand side.
- The screen will display various stock options available for management.
Understanding Stock Options
- Vehicle Stock List: View items currently stored on your vehicle.
- Job Requirements: Check items required for today's jobs.
- Van Stock Search: Search items stored in other vans for potential swaps with other drivers.
- Company Stock Search: Locate items held by your company and find their storage locations.
- Location Summary: View a summary of all items stored in a selected location.
- Detailed Item Information: Select the arrow next to an item for more details.
- Search Function: Use this to find specific items quickly.
- Refresh Option: Update the list if additional jobs are assigned or stock is moved during checks.
- Add Items to Van: Add items from a location to your van.
- Create New Items: Useful for adding unlisted stock found during stock takes or new purchases.
Configuring Device Settings for Stock & Equipment
Setting Up Device Preferences
Device settings for stock and equipment can be configured in the back office according to job type.
- Navigate to: [Top menu] Account settings (icon)
- Settings
- [side menu] Schedule
- Job types.
- Select the Device tab and then select the highlighted options.
Automatic Stock Confirmation
- If the box is unticked in the back office, job stock on the device will be automatically confirmed.
- The action button (e.g., drop-off or pick-up) will be directly shown to the user.
Conclusion
Managing stock and equipment efficiently is essential for job completion. By using the BigChange dashboard and configuring device settings, you can ensure that stock is accurately tracked and managed. For further assistance, refer to the separate article on stock and equipment use on tablets and devices.
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