Viewing and adjusting stock levels

 

Being able to view materials and parts levels is integral to the management of your stock. Knowing what parts you have on hand at any given time will allow you to better plan ahead when scheduling jobs.

This article shows you how to view and adjust stock levels using the Admin Console within Telstra Trades Assist.

Tip: Learn how to place a purchase order from within Telstra Trades Assist here

 

Viewing stock levels

  1. Click mceclip0.png from the Side Menu

mceclip13.png

  1. The stock levels will be displayed for each part under the mceclip1.png column
  2. The mceclip2.png column will display how much of each item is currently on order but not yet received
  3. mceclip3.png will display how many of a given item is currently allocated to scheduled or active jobs
  4. The total value of the stock on hand for a particular item is displayed under mceclip4.png
  5. Click mceclip5.png to see what is currently sitting in your shopping cart
  6. Click mceclip6.png to filter the visible stock

mceclip8.png

  1. Click mceclip7.png to view active Purchase Orders

 

Adjusting Stock Levels

  1. Click  from the Side Menu
  2. Click the stock quantity under mceclip10.png that needs adjusting

mceclip9.png

  1. A Stock Adjustment window will be displayed

mceclip11.png

  1. Enter a positive or negative number to adjust the stock level

Tip: Adding or subtracting from this field will change the value of stock you haveeg if you type 10 into the Adjustment Quantity field, you will increase the quantity of that stock by 10 

  1. Click mceclip12.png
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