Business Dashboard: Inventory Management

Get rid of the antiquated method of using MS Excel to manage your inventory. Yes, we may use your existing spreadsheet to start with, export it as a CSV file, and then use it to import its content into the new structure. After that, you are done with spreadsheets.

What does Business Dashboard Inventory do?

Let us assume you have a business and you do maintenance work for other clients. It requires stock to be kept in a warehouse and signed out on request. How do you manage your stock? Do you know where your fixed assets are? How much stock is lost through theft? How are service and support requests managed? We will show you.

1. Register as a new member or business and set a username and password.
2. Import the existing inventory, if you have one. We will help you with this process and change the column headers so that they correspond with the fields we use.
3. From here, use the inventory to add new content by adding new fields where required, for example:
   1. Specify the name, barcode, and description.
   2. Add the purchase price.
   3. Add the number of items you have in stock.
   4. Add a photo if you want to.
   5. Add other details required.
4. Now, add your fixed assets. Let us assume you need to do maintenance on a site. You need tools, such as drills, pliers, hammers, and more.
   1. Specify the name, barcode, and description.
   2. Add the purchase price (important for asset management control).
   3. Add the purchase date (important for tax depreciation purposes).
   4. Add the number of this tool you have in stock.
5. A service request comes in to do maintenance on a client’s site.
   1. Open a job card.
      1. Add the date, location, technician, and importance level.
      2. Add the consumables required, for example a box of 100 screws. This is deducted from the inventory and will mostly remain on the client's site as part of the maintenance performed. However, maybe not all of the screws are used, and these will be returned.
      3. Add the tools required, for example a drill and screw driver set. This will be returned to the store and booked back. For now, the tools are deducted from the inventory.
   2. On completion of the job, the technician returns the job card. The tools are handed back, and indicated on the inventory as returned. The technician and store manager sign off the job card. This way, no fixed assets are lost and we always know where they are. Should there be any consumables left over, they are also booked back.

There are many other functions the system accommodates. Contact us for a demonstration.