track what it runs on

The part, and where it actually is.

Parts and stock across warehouses and vans, consumed against the work order that used them.


what it does

What Inventory Management does

Time is lost finding out whether a spare is in the main store, on somebody’s van, or on order: usually after the technician is already at the machine.

Stock is tracked across locations including vehicles, so availability is a question that can be answered before a job is assigned rather than after.

Parts consumed on a job are recorded against that work order, which is what makes the invoice correct without anyone reconstructing it.

  • Stock across warehouses and vans
  • Availability visible before assignment
  • Consumption recorded against the work order
  • Flows through to what gets billed

how it works

Four steps, and none of them are magic.

  1. locate

    Stock includes the vans

    Warehouses, depots, service vehicles and consignment stock at customer sites, all counted, because most parts problems are really van-stock problems.

  2. reserve

    Parts are committed to the job

    Once a job needs a part it is reserved against it, so the same last unit is not promised to two work orders on the same morning.

  3. consume

    Usage is recorded where it happens

    The technician records what was fitted as part of closing the job, which decrements stock and puts the part on the invoice without a second entry.

  4. replenish

    Reordering follows real consumption

    Minimum levels per location, replenishment against actual usage, and visibility of what is on order before someone drives to a branch.

data and integration

What it reads, what it writes, what it sits beside.

Nothing here is a separate database. Inventory Management works off the same work order, customer and asset records as everything else, which is the whole reason the modules are worth running together.

reads

Work order parts requirements, stock levels by location, supplier lead times.

writes

Consumption onto the job and the asset; billable parts into Invoice & Payments; reorder requirements to purchasing.

alongside

Your ERP or purchasing system, where one already owns procurement.

questions we actually get

Before you ask us on the call.

Yes, each vehicle is a stock location. Without that, inventory reporting describes a warehouse that is not where the parts are.

Both, where the part requires it, and the serial fitted is recorded against the asset it went into, which is what a recall needs.

Counts per location including vehicles, with variances recorded rather than quietly absorbed.

The job shows as waiting on parts rather than being dispatched to fail, and the technician is not sent to a site to discover it.

further reading

Further reading

How to Improve First-Time Fix Rate in Field Service


See Inventory Management on your jobs.

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