Send Stock

Moving stock is assigning stock from a fulfillment center to a field staff, from a field staff to a field staff, and from a field staff to a fulfillment center. Moving stock to a field staff helps a shop manager to keep track of the stock that has been taken by a field staff and for the shop manager to record new installations done by that field staff.

In this module, it includes:

1. Move stock procedures

2. Configuring who can hold stock

3. Assigning and un-assigning stock from field staff

4. Completing actions and related stock movements

Move stock procedures

New features for moving stock include:

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

• Negative stock is not allowed

• Stock assignments managed in Pulse Web

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

• 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.

Assigning stock to a field staff

• By choosing “Add Product“

1. Navigate to the inventory module by clicking on 9 dots then click on the inventory icon.

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2. Choose the location

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

4. Choose Send stock

5. Select the stock move origin and destination from the drop-down

6. Add products to the stock move:

   1. Product name

   2. Quantity

   3. Type (for sale, replacement, returned)

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

8. Click save to submit the stock move

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

    

• By choosing “Add package“

1. Navigate to the inventory module by clicking on 9 dots then click on the inventory icon.

2. Choose the location

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

4. Choose Send stock

5. Select the stock move origin and destination from the drop-down

6. Click on “Add package“

7. A displayed box SM should search for package needed to be assigned to the field staff and then click on Add.

8. 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.

9. After adding on each product it’s type then click on save to submit the stock move.

10. A confirmation box will be displayed asking to confirm or to cancel the stock move created.

Un-Assigning stock from a field staff

Viewing stock levels

1. 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.

2. When viewing stock levels for a field staff location, it displays based on which stock has been assigned to the staff.

Completing actions and related stock movements

1. In the case of recording a new pending fulfillment, a shop manager needs to move or send stock to a field staff member who made that installation to be able to record it. This action is done in case there is available stock for sale, by the time there is insufficient stock for sale, an action of completing a pending fulfillment can’t be done.

2. 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: