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With e-automate, I now know how profitable my service contracts are and how well my technicians are performing. Scott Diamond
President
Mountainland Business Solutions
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Inventory
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Inventory Management |
Most service management systems focus on finding and selling inventory - not on managing it. ServicePlus provides a comprehensive inventory management system that tracks your stock in any number of states, processes and locations, and lets you put your finger on the right part … fast. ServicePlus Inventory offers exceptional depth in inventory classification, costing, warehousing and transaction processing, and closely knits inventory transactions to all related documents and processes.
Master Item - Provides a central record of master item descriptors, stocking locations, costs, vendors and units of measure.
- Supports manufacturers and two substitute stock numbers.
- Linked to product group, category and class to drive average, standard, LIFO and FIFO costing.
- Develop retail price from average, standard, LIFO or FIFO cost.
- Margin / markup tables by group, category, class, item.
- Unlimited number of vendors per master item.
- Monthly / quarterly activity - this period, YTD, last period.
- Access to vendors and vendor purchase history (including lead time, last cost and related POs).
- Supports unique costing / stocking, and three selling / purchasing units of measure.
- Minimum, maximum, reorder point and reorder quantity maintained by item and location.
- Event log: tracks related events and documents.
- 3 user defined fields; 1 searchable.
Serialized Items - Provides full serialized inventory tracking and processing.
- Standard item states track item consumption at work order and job.
- Tracks original receipt information - vendor, PO number and invoice number.
- Holds registration and vendor warranty information.
- Event log: tracks related events and documents.
Warehouse Management - Supports an unlimited number of warehouse locations with multi-warehouse processing.
- Online item requests by query (criteria includes stock number, source, priority, location, destination).
- Picking list and confirmation management.
- Packing slips, shipping documentation.
- Detailed location tracking.
Inventory Management - Comprehensive reporting including sales analysis, movement, costing and margin / markup performance.
Inventory Activity Processing - Processing of all adjustments, transfers, receipts, etc.
- Adjustments: increase or decrease value and/or quantity to any warehouse location.
- Item transactions through Logbook jobs, Inventory and Logistics.
- Transfers: integrated with stock requests, picking, shipping and receiving.
- Receipts wizard: by line item or quick receipt - integrated with Purchasing, RMAs and Logbook.
- Transactions immediately update and update all related tables, files, functions, processes, etc.
- Audit trails.
Workflow - Defines PO and RMA request / order creation, pick list enforcement, receipt distribution and shipment requirements.
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