Service Manager Stock Reordering
  • Simon

    Service Manager Stock Reordering

    by Simon » Fri Oct 02, 2015 7:25 pm

    In the Service module, there seems to be no place to request stock which is not on hand (surely automatic not in stock parts ordering is important?) and when I assign stock to the item, it does not generate anything in the backorder system so people can see where undelivered stock is.

    Is this right?
  • COBS Tech Support
    Posts: 682
    Joined: Fri Sep 09, 2005 8:23 am

    by COBS Tech Support » Fri Oct 02, 2015 7:37 pm

    It's not ideal to send all stock requirements to the Back Order Control Centre, as the purpoise of the centre is to produce invoices. Service Manager has its own billing system separate from the Back Order Control Centre, so doesn't need a second one.

    If you want to flag stock on jobs as required, you need to specify the required quantity in the Required field when entering parts/materials.

    You also have to go into the Customize area and ensure that under Install Settings|Service Manager, General Properties, you have ticked Reorder Required Quantities.

    If you do that, then required quantities on job cards are included as part of the total required stock, when you generate Automatic Orders (Stock Replenishment).

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