Support Center

Inventory Management

Last Updated: Oct 16, 2016 05:01PM CEST
Synchroteam allows you to manage your parts inventory (to enable this option, please contact us).

Depots

There are two types of depots. Stationary and mobile depots.

Stationary depots are generally warehouses or central stores while mobile depots are usually the technicians' vehicles.

Create a repository

The creation process is the same for both types of depots.

Click "Inventory" (1) and then on "Depots" (2)



Click "Add depot"



Enter:

1 - the name of depot
2 - the depot owners (a user may own only one depot)
3 - if the depot is mobile or not
4 - click on the button "Save"



Your depot is created (e.g. mobile depot "Tech 2")

Add parts to a stationary depot

Adding parts to a stationary depot can be done in two ways: By adding or by movement (you can move parts between depots, this will be seen in the next paragraph).
 
WARNING, to add parts to a non-mobile depot, they must be set to "Monitoring = Yes or
Monitoring = yes, serialized" (see Article on Parts and Services).

To add parts, simply click on "Inventory" (1) then "Quantities and Movements" (2)



Choose the depot that you want to add parts to (here: "Main Depot")

For unserialized parts

Click on the part (here: Ref# 012354), enter the "Quantity" (1) and click the "Add" button (2)



The quantity will be updated in the table.

For serialized parts

Click on the part (here: Ref# 045879), enter the serial numbers for each part  (one per line) (1) and click the "Add" button (2)


The quantity will be updated in the table.

Quantities and movements

There are 3 types of part movements: 
  • Send to: send the parts to another depot
  • Take From: take the parts from another depot
  • Request From: request that parts be transferred from another depot

Movement of unserialized parts

Example:
Click on the part you want to work with (here: Ref# 012354), enter the quantity to be moved (1), select the type of movement (here: "Send to") (2), choose the depot (3) and click the "Save" button (4).


You will see the quantity change in the table:



If you consult the Tech's depot, you will see quantity updated there as well:

Movement of serialized parts

Example:
Click on the part you want to work with (here: Ref# 045879), enter the quantity you want moved (1), select the type of movement (here: "Send to") (2), choose the depot (3), select the serial numbers for the parts (4) and click the "Save" button (5).



You will see the quantity change in the table:



If you consult the Tech's depot, you will see quantity updated there as well:

Special case : Part Request

In the case of a parts Request, the procedure varies slightly.

Once a request is created, it shows up in the Pending Requests table for that part.



This request must be processed (validated) to be complete. This can be done from either depot involved in the transfer request.

To do this, you must click on the "Process" button (1) then click the "OK" button that appears (2).


The movement is then performed.

 

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