field service software - service dispatching software - plumbing software - hvac software - Electrical Service Softwarefield service software - service dispatching software - plumbing software - hvac software - Electrical Service Software field service software - service dispatching software - plumbing software - hvac software - Electrical Service Software
field service software - service dispatching software - plumbing software - hvac software - Electrical Service Software
 
 

Inventory

Overview

The Inventory Module deals with the real needs of inventory management, knowing where to get the part, and getting it on the customer's invoice. Operators can automatically search the companys inventory, including all truck and warehouse locations, to see which items and how many of those items are in stock. For stock items, the system will tell you what the normal stock level should be, and how many you have sold year-to-date.

Finding a part in Inventory is easy. Shafer's Software provides 5 easy ways to find a part: by short part pumber, description, manufacturer part number or name, vendor or UPC code. Find any part, at any location, transfer parts from truck to truck, etc., within seconds.

When processing billing, the same search methods are used. When the part is added to an invoice, the cost, description and retail value are easily imported. A special feature called "Z-Parts" protects against someone purchasing a special item, and then never using it on a job or not getting it on an invoice.

 

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· History of Purchase/Cost

Each time an inventory item is purcahsed and received, a history log file is created. This file will display dates, customer, quantity purcahsed, suppplier, etc.

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· Warranty Returns

When the Warranty Returns folder is displayed in the Inventory Master record, it is a visual indication that an item is in the Warranty Protection process. Every item not sold but added to an invoice/work order will be automaticall processed by the system.

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· Serial Number Management

We understand your needs and the importance of accurate data management. In Shafer's software, once you identify an item as a serialized item, you can be sure that the listing of the serial number,any vendor invoices and any purchase dates are stored in a special file. Serial number management has never been easier!

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· Importing and Exporting

Do you have an existing inventory in a seaprate file, spreadsheet or Access database but don't want to lose it? With Shafer's, our system allows you to import or export your inventory items. We even take steps to ensure that data converts as thoroughly as possible by providing default selections for blank fields.

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· EPA Tracking & Reporting

When any item in the master file is tagged as a Hazardous Material item (CFCs, etc), all sales and equipment service records are tracked for federal and state requirements. Reporting options are also available for these items.

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· Reports

All inventory reports are generated from user-defined content. Each report uses a filter and sorting function to report the information you are requesting.

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