WAREHOUSE ITEMS

Warehouse items are items that you currently have on the shop floor. These can be for 

  • Received Purchase Orders.
  • Items purchased in bulk that you draw down from.

Populating Warehouse Items on the fly is best done from the Availability Chart with the Add Record To Stock so that the ID of the records are linked.

  • If you want to order items for stock put “Stock” in the Job Number from the Purchase Order screen.
  • We also cater for orders not delivered complete. (Back Order)
  • Stock Items can have a Bay Location.
  • To search the Warehouse Items you can use the lower right search field or use the filters.
  • NOTE. There isn’t an export .csv with Warehouse Items as this would be dangerous in deleting records that have records attached to them.
  • Sometimes the storeman is not present and people still need to remove stock. A manual system will allow people to remove stock so that the database can remain accurate for later data entry. The link provided below can be edited and used for such occasions.

Stock Control and CNC Correction Forms can be downloaded and printed for manual purposes. You are free to edit and modify as required.

Separating warehouse line items based on price

By default, replenishing stock levels will update the existing stock levels. This behaviour can be overridden to allow for newer stock with a different price to create a separate line item.

A level 5 admin user can activate this functionality by changing the value from N to Y.

 

Items that have been purchase ordered for a job will appear in your warehouse items assigned to that job. Assign stock items in your warehouse to a job is done through the Raw Materials tab in each Job. When an item is assigned to a job, you will see a picklist button appear when you double click on the item. (See below)

When you click on the picklist button, it will bring up a list of all the items that are assigned to that job. You can then tick off the items that you have removed and it will remove that item from the warehouse. (See below)

You can also choose to print out this list to give to the workshop so they can manually tick off the items as they use them. You can then update the warehouse at a later time.

Amending Stock Levels

  • Adding stock back into the warehouse so that records are correct can be done from the Availability Chart item as mentioned previously or editing the Warehouse Item.
  • Removing Stock from the Warehouse for a Job is best done via the Job/Raw Materials and assigning the Stock Item to the Job.
  • If you make a change to your Warehouse Items the following box will appear, where you can enter the reason for the change in stock. This may be size, qty or other.

These changes can be reported on with the Stock Item Change Log that can be found here https://jobmanacademy.wpengine.com/lessons/reports-2/