For a printable version of the Inventory topics, click here: http://ws4.insightdirect.com/Download/Website/docs/Inventory.pdf
Any company that sells products may need to also track the inventory of those products. This inventory is a list of goods and materials (stock) that is available for sale to your customers. The amount of inventory that is In Stock - or available for sale - will vary depending on your sales (outflow of stock) and/or ordering of new stock (inflow of stock).
ServiceCEO can help you manage all of the many variables involved with tracking inventory, including:
Tracking both serialized Serialized Inventory items generally have a unique serial number attached to each instance of an item in stock. Serialized items each have a unique unit cost and sell-price, hence the exact cost for a job or invoice depends on the exact items selected to fill the charge. Until these items are assigned to fill the charge on a job default price and cost information is obtained from the values in the Master Product List. When viewing a job prior to completion the user can view the items assigned to a charge by double-clicking on the charge line-item and selecting SHOW ITEMS. Serialized items support assignment of warranty information and manufacturer information prior to sale of the item. and non-serialized Non-serialized Inventory items are small parts that are generally indistinguishable from one another. Items received from different vendors are assumed to be interchangeable for filling any part request. Non-serialized items can be sold and tracked in fractional quantities up to the nearest millionth of a part (i.e.: 43.3082 widgets). Because non-serialized items are interchangeable, ServiceCEO supports several costing models for estimating the cost of a given item when sold. inventory
Stocking at and transferring inventory between multiple stock locations (i.e., warehouses, trucks, etc.)
Managing vendors, stock levels, and purchase orders
Definition of default stock levels with automated warnings when stock falls below this level
All of these functions are tightly integrated with ServiceCEO's scheduling functionality.
Before you begin tracking inventory, you must first do two things:
Enable Inventory management. See the Defining Inventory Management Options section for more.
Know the difference between Master Products and Vendor Catalogs. See the Master Products and Vendor Catalogs section for more.
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