Stock Control

Adding and Returning Stock Overview

This guide explains the processes for managing product stock and assets, including adding items to stock, creating assets, consignment, and returning assets. It covers how to use purchase orders or manual actions to bring products into stock and create related assets. The document details the consignment process where items are allocated to user sites, reducing available stock. It also discusses procedures for returning serialized and non-serialized assets to stock. Configuration settings influencing these processes and stock behavior are also outlined, along with how linked assets interact with stock records.

Allow Users to Self-Issue Items

This guide explains how to enable users to self-issue items through a portal. It covers steps to allow item viewing and incorporates an 'Items Issued' field in relevant ticket types. Users can browse and select items necessary for resolving incidents or making new requests. Additionally, a catalogue view can be enabled for user-friendly navigation, and items can be restricted to suit specific services. The guide also describes showing a summary screen for users to review their selected items before submitting a request.

Receiving Stock for Serialised Products & Delivering to the Customer

This knowledge base article explains the process of receiving and delivering serialised products in HaloPSA. It covers stock location configuration, asset matching and serialization fields, and options for handling serialised assets. It details an example process from raising a purchase order through to receiving stock and creating associated assets. The guide also shows how to update stock quantity and deliver assets to customers. Additional advanced options like SKU validation for receiving stock and serialisation defaults are also addressed.

Stock Control

The guide explains stock control configuration, including tracking stock levels, asset serialization, and reserving items for customers. It details making a site a stock location, managing serialised assets, and setting default stock locations. The article covers options for consignment sites on quotes and orders. Stock control for products includes viewing stock levels, history, receiving stock, transferring, and performing stock takes.

Stock Locations and Bins

The article explains stock locations and bins in a stock management system. It details how to create and manage stock locations and bins to organize inventory effectively. A site can be marked as a stock location, and within it, bins can be used for further organization. The article also covers marking a site as a stock location, enabling stock bins, and transferring stock between locations and bins. Enabling stock bins is a permanent decision and provides an additional organizational level for inventory management.

Worked Example - Receiving & Delivering Stock with Assets Created at The Point of Consignment