The Inventory Management system tracks materials across warehouses, warehouses on wheels (truck stock), and storage yards. Efficient audits and transfers ensure technicians have the parts they need on the truck.
Step-by-Step Walkthrough
Monitor Inventory Levels
From the operations menu, click Inventory. You will see stock levels, reorder alerts, and current valuations.
Initiate Stock Transfer
Click Stock Transfer. Select the source warehouse/truck and the destination target.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Source Warehouse | Required | Origin stock location (e.g. Main Warehouse, Truck 4). |
| Destination Target | Required | Destination stock location (e.g. Truck 12). |
Add Transfer Line Items
Search for the inventory item codes, enter transfer quantities, and verify serial/batch numbers.
| Field | Requirement | Purpose / Details |
|---|---|---|
| SKU / Part Code | Required | Unique inventory catalog number. |
| Transfer Qty | Required | Quantity to transfer (must be available in source). |
Save and Process Transfer
Click Process Transfer. The system instantly adjusts stock counts for both locations.
Issue Purchase Order (If Out of Stock)
If stock falls below thresholds, click Create PO, select the vendor, add line items, and email the PO link.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Available Stock Verification: You cannot transfer quantity greater than the available stock in the source location.
- PO Valuation: Every purchase order line item must have a unit cost greater than zero.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.