• Setting up Tax Rates
• Add a Part Category
• Non Serialised Stock Batch Tracking
• Inventory Warehouses-Add a Warehouse

INVENTORY DEFINITION

• Introduction to Inventory Definition
• Create a New Part Definition Details
• Create a New Part Definition Defaults
• Yield Control
• Assign Meter Yield
• Assign a Depreciation and/or Wear and Tear Method
• Link Meter Definition to a Serialised Part
• Assign a Supplier to a Part
• Additional Data
• Assign / Edit Min Max Levels
• Assign / Edit a Re-Order Point
• Attaching Digital Documents
• Link or Unlink Alternate/Substitute Parts

PART ENQUIRIES

• Part Search

BILL OF MATERIALS

• Introduction to Bill of Materials
• Creating a New Bill of Materials
• Parent-Child BOM: Link a BOM to a Part Definition
• Inclusions BOM: Linking a BOM to a Contract
• Adding a New Part to a BOM

STOCK VS ASSETS

• Convert from Stock to Asset
• Convert from Asset to Stock

STOCK STATUS

• View Part Quantity and Location
• View Short Stock
• View All Stock
• View Stock on Hand
• View Purchase Order Action Report (POAR)

PART YIELD

• Part Yield Configuration
• Part Request Yield Check

SCONNECT - HANDHELD SCANNER

• Introduction
• Stock Receipts
• Stock Issues

• Purchase Requisition to Replenish Stock
• Purchase Requisition to fulfill a Part Request

QUARANTINE STOCK RECEIPTS

• Receive Goods into Quarantine Warehouse
• Create a (Non-Stock) Service Request for Shipping Costs - Quarantine
• Print Purchase Order for Shipping Costs - Quarantine
• Revalue and Release Goods into Store from Quarantine
• Return Goods to Supplier from Quarantine

STOCK RECEIPTS

• Receive Goods into Store - Non Quarantine
• Receive Goods into Store - Under Supply
• Receive Alternate Parts
• Receive Services - Non-Stock Receipts

STOCK ISSUES

• Introduction to Part Requests
• Part Request Authorisation
  • View Readings on Prior Part Issues
• Change Part Request Warehouse
• Print Picking Slip
• Issue Stock
• Issue Internal Assets
• View / Issue Alternate Stock

PROJECT REQUESTS

• Print Picking Slip

STOCK RETURNS

• Quick Part Returns: Return Stock from a Call/Project/Work Order to Store
• Return Stock to Store from Credit Note
• Return Internal Asset from Contract Closure / Loan Unit Return / Stock from Tech Connect
• Return Stock to Supplier

STOCK TAKE

• Performing a Stock Take

STOCK TRANSFERS

• Performing a Stock Transfer

STOCK ADJUSTMENTS / RE-VALUATION

• Adjusting Stock Out of Store
• Adjusting Stock Into Store
• Part Knock Down
• Part Build Up
• Adjustment Approval (Authorise or Reject)
• Revalue a Stock Item
• Revaluation Approval
• Revalue a Contract Asset