BigChange App - Stock & Equipment

  • Updated

Using Stock & Equipment on the BigChange App

Items of Stock or Equipment are frequently needed in order to complete a job. Typically, many jobs will have stock booked against them which will require the use of van stock, stock already at the contact, or necessitate picking up Stock from one, or several, sites.

NB You may also be interested in the sister article Stock & Equipment.

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Viewing Stock & Equipment on the BigChange App

From the Dashboard, click on Stock on the left:

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The screen will now display a variety of stock options:

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  1. This is a stock list of the items currently stored on your vehicle.
  2. These are the items required for the jobs to be undertaken today.
  3. You can search items stored in other vans, so that you can swap items with other drivers.
  4. You can search for the items held by your company, and find where it is located.
  5. This is a summary of all items stored in the selected location.
  6. Clicking on the arrow will display detailed information for this item.
  7. The search function if you are looking for a specific item.
  8. If you have had additional jobs assigned to you, or stock has been moved whilst you have been doing your checks and inventory, pressing Refresh will update items.
  9. This option will allow you to add items from a location to your van.
  10. Here you can create new items, useful, for example, if you find unlisted stock during a stock take or if you go to a merchant and need to add the new items you have purchased to stock.

 

  • Van Stock

This is all the stock which you have on the vehicle you will be driving, a perfect tool if you are required to perform a stock check:

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For each item, you are shown a quantity, description and serial number where relevant. Pressing on the arrow to the right of the description will display any additional information:

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  • Today's Jobs Stock

This is a list of all the items of Stock & Equipment you will need to perform today's job list.  You will see that it includes the quantity of each item needed, followed by a description and their current location.

 

  • Other Van Stock

This gives you the option to move pieces of Stock & Equipment between vehicles if something you need is currently located there:

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  • Search Stock

Here you can search for any item of Stock & Equipment currently held by your company and see where it is located:

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Picking Up Stock

If items of stock or equipment have been booked against a job, you will need to ensure that you have them with you in order to complete the work.

To check what stock is required and its current location, from the Dashboard, click on Stock on the left.

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From the stock screen, if you click on Today’s Job Stock, the screen will display as shown below:

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The areas outlined in red (above) show the current location of the 3 items required for the job.

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  1. This line tells you which job the item is for.
  2. This tells you how many of that item of stock are required and gives the item description and serial number where relevant.
  3. This is the status of the stock. If you have not yet confirmed pick up then this will say To be confirmed.
  4. This tells you the current location of the item ie where to pick the item up from.
  5. This will allow you to confirm the pick up of the item. When pressed, the display will change from blue Pick up to green Drop off.
  6. This will allow you to cancel the item in the event of the incorrect part having been assigned to the job.

Once you are at the location to pick up the item, press the Confirm button (see point 5 above). You will now be asked to enter the quantity of each item you wish to pick up and press Done. Finally, click Ok to confirm:

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If you are not at the correct location to pick up the parts, you will receive a notification advising you of it:

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Once you have successfully picked up a part, you will see that the display changes, the status is now in black and says Confirmed and the confirm button is now green and says Drop off, ready for you to drop it off at the job site:

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If you now click back onto the Van Stock view, you will see on this screen that the changes you have made are reflected there.

 

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Reallocate All Items on a Vehicle

Stock & Equipment can be transferred from one vehicle to another on the BigChange system using the 'Relocate all' option. They can also be transferred to a different contact.

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Adding Stock Using Barcodes/Serial Numbers

If you need to add additional stock to your van,  this can be done either by manually adding the serial number or via the item's barcode. From the Stock screen, click on the Add to Van option:

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This will open the dialogue box below, asking you to identify where the stock is located:

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Select the desired option, entering the name or registration number of the Contact or Vehicle:

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From here, you can either begin typing in the name of the item or use the barcode option by pressing the picture of the barcode or entering the barcode number.

As you begin to enter the item details, a list of possible options will appear in grey beneath the barcode box. Click on the one you wish to add, then click OK.

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The item you have just added will now have appeared on your list of Van Stock:

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