Adding Sub-Template for Actual vs Planned Stock Movements

In this article, we will guide you through the process of adding a sub-template in BigChange to differentiate between 'planned job stock' and 'actual job stock movements'.

This new feature ensures that stock and equipment keywords populate correctly when items are used on-site and left at a location.

Definition of Planned Stock

Planned stock refers to the stock items that are allowcated and scheduled to be used for a specific job or project.
It includes all materials, equipment, and tools that are allocated in advance to ensure they are available when needed.
These items need to be brought to the job and either left or brought back.

Definition of Actual Stock

Actual stock refers to the stock items that have been physically used or moved during a job or project.
It includes all materials, equipment, and tools that have been consumed or relocated on-site.
These items will have be move/used on a job by the resource using the app. This records a stock movement in BigChange.

Navigating to Templates

Select Account setting the top menu.
Select Settings.
In the Account side menu, select Templates.

Adding or Editing a Template

Select an existing template to edit or add a new one.
In the 'Edit template' pop-up, select 'Insert keyword'.
Navigate to the Jobs tab. Here you will see all the keywords you can select to do with Actual and Planned stock movements.

Sub template 5.png

Once you have build your parent and sub template using the above keywords.
Navigate to the Miscellaneous section, select 'Sub template'.

Sub template 6.png

Choosing Sub-Template Options

The sub-template options will now allow you to choose between 'planned job stock' or 'actual job stock movements'.
Select the appropriate option based on your requirements.

Sub template 4.png

Conclusion

By following these steps, you can easily add a sub-template in BigChange to manage actual vs planned stock movements. This ensures accurate tracking and reporting of stock and equipment used on-site. For further assistance, refer to our Help Centre or contact support.