Automatic Inventory Management
Automatic Replenishment
To utilize automatic replenishment for your inventory, you must first enable Purchase Orders. To learn more, click here.
You must also have a supplier entered in the line item details. Without a supplier listed, a purchase order cannot be automatically generated and sent.
Once you've turned on Purchase Orders, navigate to the item you'd like to set up automatic replenishment for and ensure you have select an existing supplier or created a new one. Then, scroll down to the Inventory fields and select the cart icon on a hub.
Toggle on Automatic Replenishment via Purchase Order. (Note: You will need to repeat this process for each hub that you want to set up Automatic Replenishment for.)
You can then set the Auto Re-Order Level and the Replenishment Level. Automatic Replenishment will occur when the Inventory On Hand drops below the Auto Re-Order Level. This will trigger a Purchase Order of the quantity needed to reach the Replenishment Level.
Example
Inventory On Hand: 4 Units
Auto Re-Order Level: 5 Units
Replenishment Level: 12 Units
Because the Auto Re-Order Level is set at 5 units and the Inventory On Hand has fallen below 5 units, a Purchase Order will automatically be placed to achieve the Replenishment Level of 12 units.
Your hub's inventory will auto-update once the purchase order status is marked as Received or Completed.
Automatic Deduction
Once an invoice status is Invoiced, the inventory listed on the invoice will automatically be deducted from the hub of the user who finalizes the invoice.
Manual Inventory Management
Administrators, and Managers can do a stock take in the FieldPulse app. Simply select the line item you'd like to update and adjust the stock level for each hub, or the overall quantity if you do not use multiple hubs.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.