ASAP products found under the Admin > Products screen are not necessary physical products for example a product may be used under a certificates scheme and sold outside a scheme as an addition product. ASAP requires that this product be entered in the system twice once under the certificate activity and the other under a non certificate activity.

ASAP Reports, ASAP screens like Job Quote/Invoice Tab or the Calculations Tab display these product instances and without stock tracking it can be difficult to determine the exact number of physical products utilized.

We designed our stock features to allow products instances to be grouped together into physical products. Your operators can be allocated from supplier to warehouse and then a warehouse to a fieldworker and when an appointment is completed the physical products are consumed / returned from the fieldworker.

An operator can run the stock report too see the number of stock transactions and reconcile these transaction to the stock leaving and and received into your local warehouses by your fieldworkers. ASAP does not support purchase orders the stock subsystem is not an effective tool to manage your relationships with suppliers.

Allocations and Returns.

ASAP stock system is based on transactions that occur in the following directions.

Allocations is stock transferred from:

  1. Supplier to Warehouse.
  2. Warehouse to Fieldworker.
  3. Fieldworker to Appointment (auto).

Returns is stock transferred from:

  1. Warehouse to Supplier.
  2. Fieldworker to Warehouse.
  3. Appointment to Fieldworker (auto).

When stock is received from a supplier an operator creates a stock transaction that Allocates from a Supplier to the Warehouse. If the stock is returned an operator creates a stock transaction that Returns Warehouse to the Supplier.

When stock is issued to the Fieldworker an operator creates a stock transaction that Allocates from Warehouse to the Fieldworker and the reverse when returned the operator creates a stock transaction that Returns Fieldworker to the Warehouse.

When an appointment is completed ASAP creates a stock transaction that Allocates stock from the Fieldworker into the Appointment with the reverse occurring when an appointment stops using the stock ASAP creates a Return from Appointment to the Fieldworker.

Suppliers and Warehouse.

In ASAP a supplier is the source of your stock as ASAP does not support purchase orders we recommend that stock transaction from supplier to warehouse are done upon receipt. A warehouse represent a location that holds the stock for your fieldworkers. It may be your own warehouse or the warehouse of a subcontractor.

Whats next?

  1. Allocate stock from supplier warehouse
  2. Allocate stock from warehouse to a fieldworker
  3. Allocate Stock and Enable stock tracnking on Products