Stock assignment – how-to article

Stock assignment allows stock to be given to field staff so that they can promote, sell and fulfill products, and provides managers with visibility of where their stock is.

1. Stock assignment outline

2. Configuring who can hold stock

3. Assigning and un-assigning stock from field staff

4. Completing actions and related stock movements

5. What’s not included in stock assignment

Stock assignment outline

The stock assignment features that have been released today:

• Immediate, single-stage stock move (origin > destination)

• Negative stock is not allowed

• Stock assignments managed in Pulse Web

• Move stock shop<>field staff, field staff<>field staff

• Assign stock to/from technicians (agents coming soon)

• Out of scope: stock assignment in apps, confirm receipt step

Configuring who can hold stock

• By default - all users with the role of Field Technician can hold stock

• Further instructions on how to configure which users can hold stock will be added here once that functionality is released (in the coming weeks)

Assigning and un-assigning stock from field staff

1. Navigate to the inventory module

2. Click the Move stock button in the top-right-hand corner

3. Choose Move type = Send stock

4. Select the stock move origin and destination from the drop-downs

5. Add products to the stock move:

   1. Product name

   2. Quantity

   3. Type (for sale, replacement, returned)

6. Add a comment to describe the purpose of the stock move (optional)

7. Click save to submit the stock move

8. A confirmation message will be shown if the move is successful

Viewing stock levels

1. In the inventory module, all fulfillment centres and field staff can be viewed

2. When viewing stock levels at a fulfillment centre, two values are shown:

   1. Stock at the shop

   2. Stock at all field staff locations beneath the parent fulfillment centre

3. When viewing stock levels for a field staff location, only one value shown

Completing actions and related stock movements

1. Fulfilments now pick stock from Technician who completed the action

2. If they do not have enough stock for the fulfillment, the fulfillment will fail

3. In this case, you will need to assign sufficient stock and try again

4. For replacements and repossessions, you can choose:

   1. By default, use the fulfillment center for stock moves. This option should be used if the action is recorded when stock is already at the shop

   2. If desired, use the field staff location for stock moves. This option should be used if the action is recorded before the stock is returned to the shop

The table below explains changes in the actions forms and related stock movements: