Before you begin
Version: v5 (what does this mean?)
Plans: All, including multi-site configurations.
Audience: Administrators and users assigned to the default Logistics user group.
Stock location and quantities are tracked through the app to ensure users can always access the parts and supplies they need.
Stock can exist in multiple locations at once. To move stock from one location to another, users have to recreate the stock item in the new location and then delete the previous location:
Add new location to stock record
- Navigate to Supplies > Parts and Supplies.
- Click the stock item to update.
- Under the stock tab, click the Add (
) button:
- Select the desired location from the dropdown Location menu:
- Edit the available quantity (qty on hand), minimum quantity (min qty), and maximum quantity (max qty) to the correct values:
- Click Ok to save:
Delete outdated stock location
- Navigate to Supplies > Parts and Supplies.
- Click the stock item to update.
- Hover over the stock location to be deleted and click the Delete icon:
- Click Ok to confirm deletion:
Note
Attempting to delete a stock location may result in the failure message "This stock item has been consumed by Work Orders and may not be deleted". This stock location can't be deleted because that would remove it from all of its associated open and closed work orders. So to retain the integrity of your historical records, this stock location can't be deleted.
As a workaround, users can deactivate stock instead.