Streamlined Warehouse Management
Streamline Check-In and Checkout
- Connect the warehouse team, with warehouse-specific login permissions
- Toggle to include or exclude images from the picklist view
- Click to check items in or out, noting any discrepancies
- Identify inventory issues with an easy alert icon
- See check-in and checkout status, with smart text and icons, for each order
- See checking in and checking out views that show all orders and items
- Filter order list by date, customer, company, team member, quote source, picked status, and order status
- Note missing or broken inventory on check-in and capture notes
- Reduce inventory automatically when inventory is not returned or is damaged and see any impacts on future orders
- Add automatic damage fee for missing inventory when wholesale cost is entered for an item
- Bulk check-in and check-out
- Group and sort the pick list to your preference
Check Items into Maintenance
- Move items in and out of maintenance
- Track a list of all items in maintenance
- Automatically remove items in maintenance from rentable inventory – and see any overbooking alerts that result from that
Scheduled Maintenance
- Set maintenance schedules for inventory based on usage (i.e. oil change every 15,000 miles), time (check alignment every 6 months), or # rentals (new bulb after 5 rentals)
- Use usage types including cumulative (i.e. 100,000 miles), gauge (i.e. ¼ tank), or additive (i.e. # bulb hours)
- Automate scheduled maintenance email notifications
Manage Maintenance Work Orders
Available at the Select and Premier Tiers
- Keep a vendor list and easily pull vendor info onto a work order
- Use a system-generated or manually entered work order number
- List the date inventory is scheduled to be back in service
- Assign work orders to team members
- Add service/labor, including a # hours or days, rate per hour or day, and total price
- Add parts/materials, including quantity, unit cost, and total price
- Append documents to a work order
- Capture work order notes and tax
- Print work orders
Conduct Inventory Count
- Use the system to manage periodic inventory counts
- See an inventory list – items, accessories, and purchases – including photos
- Filter by category
- Note the inventory count, and see the difference between what was recorded in the system
- View the history of changes in inventory count with date shown and team member who recorded the changes
Track Individual Items – Barcoded Serialized Inventory
- Create (and remove) unique serial numbers for each unit of an inventory item
- Use the same serial number for all units, if you prefer
- Print barcodes that correspond to serial numbers
- Use a barcode scanner to check out and in serialized items
- Move serialized items in and out of maintenance
- Track damage or loss of specific items
- See last use of each individual item
- Import or scan in existing serial numbers or create new ones
Coordinate Shipping
- Manage shipping as a delivery type
- Include carrier, tracking numbers (for both delivery and return) and ship-to address on orders
- Add shipping cost, which can be marked as taxable or not taxable, to orders
- Show relevant shipping info on invoices and the customer-facing online order
- See all orders being shipped on the dashboard
- Allow shipping to be selected as a delivery method on orders placed by customers in Storefront