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This section outlines a number of actions associated with setting up inventory control. (Purchasing and receiving is treated separately in a later section.)
- For each item you keep in inventory (spare parts, tools, and other materials used in your maintenance work), you may create an entry in the Inventory Items Table (see Describing Items). This entry specifies information about the item, including:
- The minimum quantity of this item that you want to have on hand at any time. If your stock goes below this quantity, MainBoss can notify you that it's time to reorder.
- The maximum quantity of this item that you want to have on hand. When MainBoss reorders, it recommends that you buy the quantity required to get back up to this maximum.
- Where the item is stored. There may be more than one storage location if your stock of the item is divided amongst several different storerooms. You specify a storage location by giving a building and the identifier code for a storeroom within that building; you may also specify a position in the storeroom (for example, an exact shelf location), to make it easier for workers to find a particular item.
- Where the item is used. For example, if a particular spare part can be used in many different pieces of equipment, you can record all the equipment that uses the spare part. This kind of cross-reference can be useful in projecting future materials use.
- The quantity of the item currently on hand, and the cost of that quantity. You can specify cost by giving the cost per item, or the total cost of all such items in your inventory.
- As materials are used, MainBoss automatically adjusts inventory counts according to the information recorded when you close a work order. For example, if a particular work order states that you put a new tire on a forklift truck, MainBoss automatically reduces the count of tires in your inventory.
- You may also make manual adjustments to inventory totals. This lets you account for breakage, transfers from one storeroom to another, and other factors that influence your inventory. (See Adjustments.)
- MainBoss can print off a checklist stating what items a particular storeroom is expected to contain. Comparing this checklist to the actual storeroom contents lets you reconcile MainBoss's records with actual counts. For more information, see Physical Counts.
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