Inventory

GoServicePro provides you all the tools necessary to manage a complex variety of inventory & supply items. The Inventory screen displays the list of all the inventory locations from the complete business unit. You can manage your stock levels, Inventory Turn, Site Assets, Trunk inventory, Part Orders, Warehouse Operations, Reserve, Pick, and Ship activities and report on your operational capabilities.

See Also

  Add Location

  Edit Location

  Delete Location

  Add Bin

  Delete Bin

  Receive New

  Adjust

  Transfer

Scrap

Steps:

  1. To navigate to Inventory – listing screen, on the left pane menu, expand Logistics and then click Inventory. The Inventory listing screen lists all the cases from the complete Business Unit.

  2. To add inventory locations associated to closed part orders as well to the listing grid, click Include Closed Cases.

  3. To launch a new part order form, click Add New button.

  4. To receive a new part from a warehouse and adjust to the new amount, select the desired inventory location from the listing grid and then click Receive New

  5. To adjust the count of existing parts in a warehouse by increasing or decreasing the quantity, select the desired inventory location from the listing grid and then click Adjust

  6. To transfer a part from existing location to another desired inventory location, select the desired inventory location from the listing grid and then click Transfer

  7. To move a part to scrap account when no longer usable, select the desired inventory location from the listing grid and then click Scrap

  8. To add one or more inventory/truck locations to a warehouse, select the desired inventory location from the listing grid and then click Add Location

  9. To delete an existing location of a warehouse/site if it is no more required, select the desired inventory location from the listing grid and then click Delete Location

  10. To add one or more part bins to an inventory/truck location of a specific warehouse, select the desired inventory location from the listing grid and then click Add Bin

  11. To edit an existing location of a warehouse/site such as changing the location name, selecting a different GL Account, selecting or unselecting location types and adding/deleting part bins, select the desired inventory location from the listing grid and then click Edit Location

  12. To export the listing grid display results, click Export to Excel button and then save the Excel file to desired location.

  13. To filter the search results, in the search bar, type the keyword and then click Search button.

  14. To clear the filter results/search results, beside Search field, click Clear button.

  15. To create a new filter:

    1. In the Search bar, type the keyword to display search results in the listing grid.

    2. Click Filter button and then in the dropdown menu, click Filter New Filter button.

    3. In the text field, enter the filter name and then click Save Filter.

  16. To delete existing filter:

    1. Click Filter

    2. Click Delete Filter button.