Tour: Supplies

Do you stock tools and other parts for your contractors?

We currently have one supply module available which supports the medium and small sized install shops. This module supports an unlimited number of tools and parts that you make available to your technicians. Invoices are created for incoming and outgoing supplies so accurate inventories are possible.

Our future plans are to include a supply module which supports scanning of UPC's for larger warehouse style shops.

1. Categories of inventory.

There are three catgories of inventory tracked in the supplies system.

• Parts - items and materials that are consumed on the job at the cost of the technician.
• Tools - items to aid technicians in installation.
• Provider Parts - parts that come from a specific provider (ie. LNB's, switches) where credit for parts cost is reinbursed after installation. Provider parts are not charged to technicians as part of the business process.

These supplies and provider parts are listed categorically on one invoice form for ease of use.

2. Viewing what is in stock.

Lets look at the supplies already in stock.

Click on the Supplies "In Stock" link and the current inventory will appear.

Low stock quantities are hilighted in pink when the inventory is low. The low stock threshold can be defined individually for each item from the administartion panel.

A description of the item, quantity in stock, and the current price is displayed for each item.

3. Incoming inventory.

Click on "New Store Invoice" and the invoice input screen will appear.

Fill in the quantity received.

Select a date for the invoice at the bottom of the screen (not pictured).

Then, click "Submit" and the store inventory will be updated.

4. Creating an invoice for technicians.

From the top menu bar click on "Tech List".

Select the "New Invoice" link beside the technician. The invoice input screen will appear.

Use the same process is as "3. Incoming inventory" to assign create an invoice.

For payroll purposes all invoices accumulated during a week will be added together and printed out as one invoice for that pay period although each invoice can still be viewed individually. Take the tour of the payroll system for more features information.

5. Invoice Lists.

Viewing a list of the most recent invoices is easy.

For a "Store Invoice List" click on the link on the left menu bar.

The invoice list will display up to eighty of the most recent invoices. A detail of each invoice listed can be viewed from here.

To view invoice lists for technicians. Click "Tech List" on the top menu bar and the option to view the invoice list will be available.

6. Tool and part pricing.

Tools and parts both have two sets of prices, the cost to the technicians and the wholesale price. The amounts seen as the current price on the screens throughout this tour are the current technician price.

The prices for tools, parts, provider parts, and equipment are set in the administration panel of this software. Setting tool prices is briefly described in the "Administration" part of the tour.

This system is designed to provide accurate accounting of pricing for all items in the system even when the price of a part fluctuates. Price changes are added to the item along with the date. When an invoice or report is created a date can be used to find the proper price.

Continue to Next Section >> Contractors