Inventory
Inventory Orders
To reorder parts for a truck location that is low click:
- Administration
- Inventory Management
- Manage Stock Levels
- Select Location
Thermogrid will automatically put a check mark next to all items that need to be reordered. If you do not wish to reorder at this time simply uncheck the item, this will be used to split orders to separate suppliers or to just not purchase an item at this time.
If you want to only see items that need to be reordered click Cog wheel in top right corner (Gear symbol) and select Show Low Products.
Once you have the items selected to reorder click Cog wheel in top right corner (Gear symbol) and Reorder. From here you can email to any supplier you wish.
If an item is being ordered in by the supplier you can check the box Notify When In Stock... Once the item is delivered to you, you can receive the item and a button will appear up at the top called Notify In Stock. This will allow you to notify the tech, the office, and/or client to get the job scheduled.
Challenges
Inventory Changes
Changes:
Stock Level page
- Added paging to improve scalability
- Prevent users from re-ordering a product that is not in the service catalog.
- Added description field to stock level item object so that if service catalog item is deleted, description is not lost.
- Prevent users from creating inventory orders that are too big to scale effectively.
Inventory Orders Page
- Added description and price fields to out of stock items and in stock items so that if service catalog item is updated or deleted, description and price are not lost.
- If an inventory order containing a purchased item or out of stock item is canceled, allow that item to be edited/removed again.
Items Used page
- Added description and price fields to all inventory order line items so that if service catalog item or purchased item is updated or deleted, original description and price from the inventory order is kept.
- Prevent users from receiving a product or canceling the order if there are are items that do not have a match in their designated inventory location/category.
- Allow users to correct this by double-clicking the warning icon next to the item with the issue and choosing a new item to match this with in the stock levels.
- Prevent users from creating inventory orders that are too big to scale effectively.
Challenges:
- I cannot create an inventory order.
1) Verify that less than 300 items have been selected.
- I cannot reorder an item
1) This usually means that the item no longer exists in the service catalog. Edit the stock level item and choose a new corresponding service catalog item.
- I cannot receive an inventory order
1) This means that an item on the order references a service catalog item that is no longer in inventory stock levels.
A) Make sure there is a corresponding item in the designated stock level location for this line item.
B) Click the warning icon for the item in question. A popup will appear where you can choose the corresponding item from the stock level location.
- I cannot cancel an inventory order
1) See "I cannot receive an inventory order".
- I cannot receive a particular item on the inventory order.
1) See "I cannot receive an inventory order".
- The total cost of an inventory item is showing as $0.00 on the stock levels page.
1) This usually means that the item no longer exists in the service catalog. Edit the stock level item and choose a new corresponding service catalog item.
