For stock controllers
For the office team
Set up once
Section titled “Set up once”- Your warehouse and vans, with each van linked to its engineer
- The parts you keep, with minimums and preferred suppliers
- Suppliers and their prices
- Opening stock, counted in with a stock take
Every day
Section titled “Every day”- Stock & purchasing: check the low-stock banner and suggested orders
- Raise and approve purchase orders
- Book in deliveries as they arrive
- Send parts to vans and check transfers are confirmed
Every month
Section titled “Every month”- Count the warehouse and vans
- Check Reports → Stock valuation and Purchase spend