Truck stock: parts in the shop and on every truck

Set it up

Owners and managers set up truck stock. Items come from your price book, so names, prices and costs stay in one place.

1. 1Step 1: Open Truck stock (More, then Truck stock) and tap Add shop. Then add each truck and pick its technician.
2. 2Step 2: Tap More, then Add parts to stock, and pick the parts and equipment you carry.
3. 3Step 3: Tap Receive stock and enter what is on the shelves today, into the shop or straight onto a truck.
4. 4Step 4: Open a part and set a min and par for each location. Min is the reorder point; par is the level a restock fills back to.

• Tip: A truck can belong to one technician. Archive a truck you sell; its history is kept.

Parts used on a visit

When someone adds a price book part to a visit, it comes off the visit technician's truck right away. The parts form shows how many are on hand and lets you pick another location, or Not from stock.

• Tip: Changing the quantity puts the difference back or takes more. Removing the part puts it all back.
• Tip: Stock can go below zero when a part was used before it was received. The list flags it in red until a count or restock fixes it.

Restock a truck

1. 1Step 1: Tap Restock a truck and pick the truck. Relay fills in what it needs to reach par, limited to what the shop has.
2. 2Step 2: Change any quantity, add other parts, then tap Move. Each part is logged as moved out of the shop and into the truck.

For technicians: My truck

1. 1Step 1: Open My truck from the menu, or the My truck link on My day, to see what you carry and what is low.
2. 2Step 2: Tap Request restock. Relay fills in what you need to reach par; change it and send. The office approves it and the parts move to your truck.
3. 3Step 3: Tap Count my truck. Tap Matches for each part that agrees, or count it, then review and apply.

• Tip: Technicians see only their own truck and never see costs.

Receive, adjust and count

1. 1Step 1: Receive stock adds what came in from a vendor. Owners can type the new cost and tick Update price book costs.
2. 2Step 2: Adjust quantity fixes one part by hand. Pick a reason, such as Damaged or Found; it is kept in the history.
3. 3Step 3: Counts: pick a location, count it, review the differences, and apply. Missing parts show in the shrinkage report.

Low stock and the shopping list

Once a day, owners and managers get one notification listing parts at or under their min. Turn the Truck stock alerts on or off per device in Notifications.

1. 1Step 1: Tap More, then Shopping list, to see what to buy, grouped by vendor, with enough for every location to reach par.
2. 2Step 2: Print it or download it as a spreadsheet. Set each part's vendor in its settings.

History and reports

History shows every change: received, moved, used on a visit, counted and adjusted, with who and when. Reports show stock value at cost, usage by part and technician, and shrinkage from counts, each with a CSV download.