Warehouses
Every bin, labeled and counted.
Model your buildings, locations, and bins the way they really are, then keep the counts honest with cycle counts that post their own variances.
- Buildings, locations, and bins with printable barcode labels
- Pallets and containers with their own labels
- Cycle counts with count sheets, recounts, and variance posting
- Adjustments with reasons you define
- Transfers between locations and buildings
Truck Stock
Trucks that restock themselves.
Every truck is a stock location. Parts used on a work order come off that truck, and replenishment tells you exactly what to load tomorrow.
- Min/max rules per product and location
- Recommended moves that pull from the right warehouse without starving another truck
- Post every move in one step
- Parts allocated to work orders from the tech's truck, including serial numbers
Purchasing
Purchase orders that follow the parts.
From the order to the vendor's bill, every PO stays connected: what was ordered, what arrived, what it cost, and which job it went to.
- Vendor acknowledgments and partial or split shipments
- Receive by exception: accept the full order and note only what's different
- Drop-ship to the job site, with cost landing on the job when received
- Return POs for vendor returns
- Multiple vendors per product, with pricing and markup matrices
- Three-way match when the vendor's invoice arrives
Serialized Products
Follow every serial number.
Equipment with a serial number is tracked unit by unit, from the PO that bought it to the customer site where it was installed.
- Per-unit history: vendor, PO, cost, location, and customer
- Reserve or allocate stock to jobs, work orders, and sales orders
- Costing by average, last, or standard cost, with serialized units at actual cost
Also included.
Sales orders and shipments
Sell parts and equipment directly, with allocations, drop-ship, and back-orders.
Inventory dashboard
Value by category, PO trends, adjustments by reason, and top parts used on work orders and jobs.
Bulk cost updates
Update product costs in bulk when vendor pricing changes, with a log of every change.