Inventory
Inventory is used to track the quantities of inventory items in your warehouse(s), and what inventory has been added to each Property for Owner billing purposes.
Setup
- Turn on Use Inventory in Setup → System Settings; Use Owner Options (under Owner settings); then Use Inventory (under Functionality Settings)
- Add Inventory Categories Setup → Inventory Categories
- At least one category is required, as all inventory items must have a category
- Add Inventory Locations in Setup → Inventory Locations
- Add Inventory Items in Setup → Inventory items.
- Choose which Inventory Items are Billable or Not Billable for reporting.
- Choose which properties to track inventory in Setup → Properties
- Bulk edit or set individually in edit.
- Allow Inventory Form access on staff dashboards per Staff in Setup → Staff
- Bulk edit or set individually in edit, Dashboard Settings area.
Usage
- If a shipment is received, use Manage (three dots) → Adjust inventory items,
- Use the + Add to include the new items in the shipment with the existing Inventory.
- This can also be done from the Warehouse Screen if a tablet is available, with the screen installed in the physical warehouse location.
- When taking inventory, use Manage → Adjust inventory items, and use the + Adjust feature
- View what inventory needs to be ordered from Quick Reports → Inventory Reorder Report
- To record items stocked into a Property, there are 3 options
- From the Property Folder, use the Inventory tab
- Use the Manage –> Stock Inventory Items
- From the Staff Dashboard assigned task, use the Inventory form
Reporting
- To bill owners, at the end of each billing period, go to Reports → Owner Inventory Report, Approve, and Mark Billed items stocked to the Owner's properties. Print, print to PDF, or export as needed.
- Review inventory levels and movement in Reports —> Inventory Items Report