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By default - all users with the role of Field Technician can hold stock.
Assigning
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stock to a field staff
By choosing “Add Product“
Navigate to the inventory module by clicking on 9 dots then click on the inventory icon.
Choose the location
Click the Move stock button in the top-right-hand corner
Choose Send stock
Select the stock move origin and destination from the drop-down
Add products to the stock move:
Product name
Quantity
Type (for sale, replacement, returned)
Add a comment to describe the purpose of the stock move (optional)
Click save to submit the stock move
A confirmation message will be shown if the move is successful
By choosing “Add package“
Navigate to the inventory module by clicking on 9 dots then click on the inventory icon.
Choose the location
Click the Move stock button in the top-right-hand corner
Choose Send stock
Select the stock move origin and destination from the drop-down
Click on “Add package“
A displayed box SM should search for package needed to be assigned to the field staff and then click on Add.
Each product in a package is added with it’s own respective quantity, SM should choose which type of stock that product belongs to, Either it is from for sale, replacement or returned.
After adding on each product it’s type then click on save to submit the stock move.
A confirmation box will be displayed asking to confirm or to cancel the stock move created.
Stock move type | Origin | Destination |
Assign stock | Shop | Field staff |
Un-assign stock | Field staff | Shop |
Transfer stock | Field staff | Field staff |
Un-Assigning stock from a field staff
The procedure repeats itself as the same on assigning stock to a field staff, the only difference in the procedure if on choosing an origin and a destination. From this an origin is should be a field staff and a destination should be a shop.
Viewing stock levels
In the inventory module, a chosen fulfillment center means any chosen location displays what is included in their stock for each sub-location. Each sub-location displays stock quantity at the shop and the quantity of the stock assigned to the field staff.
When viewing stock levels for a field staff location, it displays based on which stock has been assigned to the staff.
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