Inventory Manager Role
This role is defined as:
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responsible for monitoring the inventory and determining recommended stocking levels, and ordering parts as needed.
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making sure the maintenance staff will have the parts they need, when they need them. Includes Inventory, Purchase Orders, Vendors, Cycle Counts, Assets, WOs, & Reports
Below describes the key responsibilities; the links will take you directly to the relevant articles or follow the learning path to be stepped through the articles.
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Inventory Explore the module to learn how to track your parts and supplies - your consumables, that are used to repair and maintain your assets. |
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Inventory Import When you have a large amount of new inventory, manually entering them into the platform one by one is a time-consuming task. Imports can help you cut down on manual entry by using a template that has already been generated for you. |
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Cycle Counts and Transfers Explore the modules that are used:
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Work Companion This app lets technicians (Full Users or Mobile) review their assigned work, update information, and complete orders. Additionally, the app lets users add inventory into the system. |
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Budgets Explore budgets and budget accounts to understand the hierarchy structure and understand the differences between the budget types. |
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Purchase Orders Explore this module to learn how purchase orders can help you have greater control of your inventory management and parts warehousing needs. |
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Business Intelligence (BI) Reports Learn how to create reports and dashboards, define permissions, and schedule a report. |
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