Store Management
In short
Store Management is warehouse stock control with approval chains. Items are catalogued with per-store levels and minimum and reorder thresholds. Technicians request materials for jobs, chargeable items go for cost approval first, and requests flow through ordered approval levels that can reserve or deduct inventory.
Most maintenance stores leak in the same way. Someone takes a part for a job, nobody records it against the job, and the stock figure is wrong until the next count.
Store Management closes that by making the request part of the job rather than a separate errand.
The catalogue
Stock items are catalogued with:
- Per-store levels: How much of each item is where, when you run more than one store.
- Minimum thresholds: The level below which you are at risk.
- Reorder thresholds: The level that triggers replenishment.
Requesting materials
A technician requests the materials a job needs. If the item is chargeable, it goes for cost approval before anything moves. Requests then flow through ordered approval levels, and each level can reserve or deduct inventory.
Reserving rather than deducting matters on longer jobs, because the part is committed without the stock figure pretending it has already gone.
Returns and transfers
Returns and inter-store transfers have their own workflows rather than being handled as adjustments. That is what keeps the audit trail intact when a part comes back unused or moves between sites.
How it connects to other modules
- Task Management is where the material request originates, so consumption is tied to a job.
- Asset Management records what was fitted to which asset.
- Reports exports stock and consumption for a period.
Frequently asked questions
Can we run more than one store?
Yes. Stock levels are held per store, and transfers between stores have their own workflow.
Do chargeable items need approval?
Yes. Chargeable items go for cost approval before the request proceeds.
Does the system reserve stock or deduct it?
Either. Each approval level can reserve or deduct, which is set as part of the approval chain.
What happens to unused parts?
Returns have their own workflow, so the stock goes back with a record rather than an adjustment.