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Managing your inventory stock in Smart Service Cloud gives you the ability to see your current in-stock inventory, what needs to be restocked, as well as includes the tools to transfer your inventory from one inventory site to another.
In general accounting terms, inventory refers to all parts, materials, and goods that your company has in stock. This may refer to parts, general materials, and other items you keep a specific stock of that will be used for the services you provide or your company sells.
It is important to note that not every business keeps track of inventory. If you simply order parts and materials based on what is needed, you may wish to consider non-inventory items rather than inventory.
The first step in managing your inventory is to add in the relevant options into Smart Service Cloud. You can technically start these processes in whatever order works best for you, but this is the order we would set them up.
Each of the following will be found in the “Accounting” center, under their respective dropdown options.
Setting up vehicles is a step reserved for businesses that keep specific stocks on vehicles. If you simply have your technicians pull what they need from a general stock in the warehouse, you can omit this step.This vehicle will be used in the warehouse setup step if you opt to use them.
Adding warehouses to Smart Service Cloud gives you the ability to keep track of specific inventory stocks at your various storage locations. The warehouse may truly be a warehouse or a storage shed, or it could be a truck for one of the technicians.
In order to fill your warehouses, you will need to have inventory items. These can be set up in QuickBooks Online and imported or you can create them specifically in Smart Service Cloud. It’s important to remember to select the “inventory” category option, otherwise, the items will not show up in your inventory review section.
You will also be able to set the cost of the inventory part as well as the rate to bill customers during item creation.
An additional feature that may come in handy is the “Seed” options, which let you define how you would like this new inventory item to be placed in the various warehouses you set up in Smart Service Cloud, as well as the reorder points for when stocks run low.
In order to use your inventory items, you need to be inside of a quote, work order, or invoice. In the short clip below, you can see the exact steps to select inventory items for your quote, work order, or invoice in Smart Service Cloud.
To manage your current inventory stock and transfer stocks to different warehouses within Smart Service Cloud, first you will need to head to the “Accounting” Center option for inventory.
From the Inventory center, you’ll find along the left side of your browser options for all types of items, but there are a few specifics related to inventory management. Those are “Inventory”, which is the general inventory list, “In-Stock Items”, which contains all in-stock inventory, “Transfer Items”, which is used to move stock from one warehouse to another warehouse, and lastly “Pending Restock”, which contains all items that are below their reorder quantity.
Transferring inventory stock between warehouses allows you to restock your trucks from your main warehouse or vice versa if certain truck stocks need to be restocked when not used due to limited space in the truck. You can see the steps in the short clip below.
It is important to note at the beginning of the clip that we switch to “In-Line” editing mode to facilitate the transfers. If you aren’t able to click into the fields and update values, make sure this option is enabled.
