The Inventory Management screen effectively tracks and manages equipment inventory at yards and sites. This screen functions through two grids: an upper grid and a lower grid. The upper grid presents each equipment type categorized by the line of business. Upon selecting an equipment type, the lower grid opens to facilitate the addition, review, and adjustment of the equipment's quantity.
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Field Descriptions
Upper Grid
Filter Options
Line of Business
Filters the equipment type list to only display the ones associated with the selected line of business.
Fields
Line of Business
The line of business the equipment belongs to. Use the Line of Business drop down to filter the screen to a specific line of business.
Equipment Type
The name of the equipment inventory is tracked for.
Serialized
Displays "Yes" if in Setup > Services > Equipment Type the equipment type is marked "Yes" for the 'Is Serialized' field. Serialized equipment requires the entry of a serial number when equipment is added to a site or yard.
Total Quantity
The combined amount of Site Quantity and Yard Quantity.
Site Quantity
The total amount of the specific equipment type currently sitting at a site.
Yard Quantity
The total amount of a specific equipment type currently sitting at a yard.
Lower Grid
Filter Options
Division
Filters the screen to only display inventory of the selected division.
Service Region
Filters the screen to only display inventory of the selected service region.
Fields
Location Name
The name of the yard or site inventory is located at.
Address
The address of the yard or site location.
Quantity
The total count of equipment added to the the yard or a site.
Serial Number
The serial number for the equipment if the equipment is serialized. This column does not display if equipment is not serialized. If a license plate is recorded, it will display below the serial number.
Ownership
Displays 'Company' if ownership was not specifically identified, otherwise the value entered as Ownership from the equipment is displayed.
Tare Weight
The tare weight if this was entered for the equipment.
Last Activity
A timestamp hyperlink of the date and time equipment was last moved or adjusted. Select the link to open and review the activity history.
Day(s) Since Last Activity
The tracked number of days since there has been any movement or adjustments to equipment at the yard or the site.
AVG Day(s) Between Activity
The system averaged days between movement or adjustments to equipment at the yard or the site.
+ / - Icon
Option to increase or decrease the equipment quantity at a site or a yard. This is visible in both the Inventory Management screen as well as in Site Inventory (Equipment tab).
Add Inventory
Inventory Management classifies equipment tracking into two categories: serialized and non-serialized. Equipment becomes serialized when the "Is Serialized" field is enabled under Setup > Services > Equipment Type. Serialized equipment requires the input of a serial number whereas non-serialized equipment uses a Quantity field.
Serialized and non-serialized inventory can be added to a Yard or to a Site.
Add: Non-Serialized Inventory
If an equipment type is not serialized, the option to add serial numbers is not available when adding inventory to a site or yard and is replaced with a 'Quantity' field.
Click on the Equipment Type from the upper grid you would like to add inventory to.
Select "Add to Yard" or "Add to Site" to create an inventory record.
Select where the equipment will be added:
If Add Yard Inventory, select the Yard the inventory will be added to.
If Add Site Inventory, search for the site by selecting the site search icon.
Enter the quantity of the equipment being added.
Optional - Add an internal note regarding the equipment or inventory.
Click Save when finished.
Add: Serialized Inventory
If an equipment type is serialized, the Serial Number field is required when inventory is added. If more than one serial number exists, separate each serial number with a space, comma, semi-colon, or as a new line. Upon save, a confirmation window displays with a serial number count confirming each will be added as a unique inventory record count. Serialized equipment can be added to a Yard or to a Site.
Equipment is considered serialized if in Setup > Services > Equipment Type, the "Is Serialized" field for the specific equipment type is set to "Yes."
Add Serialized Inventory To Yard
Click on the Equipment Type from the upper grid you would like to add inventory to.
Click on "Add to Yard" to add inventory to either a Yard or a Site. This will create a new inventory record.
Select the Yard the inventory will be added to using the drop down list.
Click "Add Multiple" to add multiple serialized equipment records. The option of only being allowed to add one ,"Add One", is selected by default.
Enter the serial number for every piece of equipment being added. For "Add Multiple", enter multiple serial numbers separated by a comma, semi-colon, space or new line. Each serial number entered creates a unique inventory record.
For the "Add One" option, optional fields are displayed and can be set, if applicable.
License Plate - Enter a license plate for the equipment being added.
Tare - Enter Tare weight and UOM for the weight of the equipment being added.
Optional: Add any Notes regarding the equipment or inventory.
Click Save when finished.
Add Serialized Inventory To Site
Click on the Equipment Type from the upper grid you would like to add inventory to.
Click "Add to Site" to add inventory to a Site. This will create a new inventory record.
Search for the site where the inventory is being added by selecting the site search icon.
Enter the serial number for the equipment being added. Each serial number entered creates a unique inventory record.
Optional: Enter a license plate for the equipment.
Optional: Enter an RFID for the equipment.
Optional: Enter Tare weight and UOM for the weight of the equipment.
Optional: Add any notes regarding the equipment or inventory.
Click Save when finished.
Add: Inventory at the Site Level
When adding equipment inventory to a site, you have two choices: you can either utilize the Inventory Management tool, or directly add it to the site through the Site Inventory screen. Once the inventory is added to a site, the tally for the particular equipment type will be automatically updated on the Inventory Management screen.
Add Equipment:
Search and open the site.
Select the Display Inventory icon in the Site section of the Customer Service screen. This will open the Site Inventory popup.
Select the Equipment tab.
Click on the green "+" icon to display the 'Add Site Inventory' popup.
Select the Equipment Type from the drop down.
If the equipment is non-serialized:
Enter a Quantity. The Quantity field only displays for equipment types that are not serialized.
If the equipment type is serialized,
enter the serial number(s) in the Serial Number field. For multiple serial numbers separate with a comma, semi-colon, space or new line.
Select Ownership of equipment from the drop down field. Default is set at "Customer".
Optional: Enter a License plate number for the equipment being added.
Optional: Enter the RFID for the equipment being added.
Optional: Enter a notes that will display with the equipment.
The option to move site inventory is available for serialized equipment.
Move to Site
Select the "+/-" icon of a serialized equipment type.
Select the "Move to Site" radio button and the Site search field will display.
Enter the site number in the search field, or select the green search icon to open a search window.
Optional: add an internal Note that will display with the equipment in the inventory tools.
Select "Post Adjustments" when finished.
Move to Yard
Select the "+/-" icon of a serialized equipment type.
Select the "Move to Yard" radio button and the Yard drop down will display.
Select the Yard the inventory is being moved to.
Optional: add an internal Note that will display with the equipment in the inventory tools.
Select "Post Adjustments" when finished
Remove
√ Removing serialized equipment from a site or yard only removes the record from the location you're working with, it does not delete the record from the system.
Select the "+/-" icon of a serialized equipment type.
Select the "Remove" radio button.
Optional: add an internal Note that will display with the equipment in the inventory tools.
Select "Post Adjustments" when finished.
Audit and Adjust Inventory Counts
Adjustments to the equipment quantity display in the lower grid of the Inventory Management screen. To adjust the inventory amount at a site or a yard, select the specific equipment type from the upper grid and its inventory record will display in the lower grid.
Consider auditing and adjusting inventory counts for both the site and the yard when equipment is moved without a work order.
Add Inventory to a Work Order
When equipment is delivered to a site, the inventory tracking process involves updating the equipment's movement through the Inventory tab within the Service Record. When equipment is added, and a yard identified, it will be reflected in Site and Yard counts in Inventory Management for the equipment type.
Add Inventory
Open the work order.
Select the Inventory tab.
Select the green "+" icon from the Deliveries section.
Enter the quantity.
Click within the Yard column and select the yard the equipment is being taken from.
Enter a serial number if the equipment is serialized.
Select Save when finished.
Import Inventory
The Import Inventory tool is used to mass import equipment inventory from an external CSV file into Navusoft. Review the Import Inventory article linked above for more information including file requirements.
