Stock locations screen

The Stock locations screen keeps parts in several places, such as a store room or a van. You can add locations, see the quantity of a part in each, receive stock, move it and record a part used.

Before you start #

• Open Fleet, then Stock locations. The screen opens for the owner, manager, advisor and technician roles.
• The forms appear when your licence includes the Fleet module and allows changes.
• Add the parts on the Parts screen first. See shop-stock-and-parts.

Steps #

1. Read Stock locations: Code and Name. "No stock locations." shows until you add one.
2. To add one, fill in Add a location with a Code (required) and a Name, then select Add a location.
3. Under Stock by part, type in Search and choose the part in Part. The screen shows "{n} on hand" and a table of Quantity for each location.
4. Use Receive stock: choose the Location, type the Quantity and select Receive stock.
5. Use Move between locations: choose From location and To location, type the Quantity and select Move between locations.
6. Use Use a part: choose the Location, type the Quantity, add the asset's id and choose Used for: "Our own vehicle (repair expense)" or "A customer job (sale)". Left empty, a part used on your own asset counts as an internal repair expense. Select Use a part.

If something goes wrong #

• "No stock recorded." The part has no quantity in any location. Receive some.
• The server refuses a move or use that would take stock below zero and shows its message.
• "Fill in the fields marked with a star." Complete the required fields.