Set up your warehouse and vans

Each place you keep parts is a stock location: a warehouse, a branch store or a van.

1. Go to Settings → Stock locations and select Add location.
2. Give it a Name, like “Bristol warehouse”, and a short Code, like BRIS-WH.
3. Choose the Type: Warehouse or Van.
4. For a van, choose the Engineer who drives it. Each engineer can have one van.
5. Choose a Branch if you have more than one.
6. Select Add location.

Once a van is linked, the engineer sees its stock in the app under Profile → Van stock, and can use parts from it on their jobs.

Changing or retiring a location

Select the location in the list to rename it, change its engineer or make it In use no more. You can only take a location out of use once nothing is left in it. Move the stock somewhere else first, or count it out with a stock take.

Who can do this

People whose role includes managing stock: by default the stock controller, operations manager and administrator.

Next

• Add the parts you keep
• Count what you hold