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How to Assign Stock to a Technician

Roxxane Spruyt avatar
Written by Roxxane Spruyt
Updated over a year ago

How to Assign Stock to a Technician

Navigate to Technician Needs:

  1. Go to your "Items" module.

  2. Click on the "Technician Needs" screen.

Toggle Between Views:

  • You can switch between "Breakdown" and "Consolidated" views.

  • Breakdown View: Shows stock items required per job card for the technician.

  • Consolidated View: Displays total quantities of items regardless of job card allocation.

Use Filters:

  • Below the toggle, select the technician you want to allocate stock to.

  • Choose the date range to view stock requirements, helpful for managing daily allocations.

Allocate Stock:

  1. Scroll down to the stock item you want to allocate to the technician.

  2. Click on "Move." Enter the quantity of stock you want to provide.

  3. Confirm the allocation. The stock is now available for the technician to use as VAN or backup stock.

Tip:

  • Stock required for job cards is first taken from the technician's allocated stock before accessing the main warehouse.

  • Unutilized stock remains with the technician for future jobs.

View Technician's Stock Holding:

  1. Navigate back to "Items" and go to the "Stock" tab.

  2. Use the location filter dropdown and select the technician's name.

  3. View all stock allocated to the technician, including details of job cards where stock was used.

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