parts request tracking in stockd

Intelligent inventory management requires knowing (and stocking) what your clients want. stockd has integrated parts request tracking positioned prominently on the ☰ menu because this is important.
selecting the parts request tool
selecting the parts request tool
You can select an existing client or add a new account* from here. In this example, we are going to record an item that's not in stock. If we did have it, we'd generate a quote which automatically records a parts request.
* using the +new client switch — one-line add for automatic account creation
creating new customer account direct from parts request
part number lookup
We've had this item in inventory before (“gone: 2”), but it's out of stock now, so we click on the matching SKU to autofill the information. We're recording the fact that there's active interest in a SKU, and we're missing a sales opportunity.
auto-filling the out of stock item
auto-filling the out of stock item
We still need to set the parts status. stockd doesn't preset this to the “out of stock” option by design — for example, you might choose to try sourcing the item, or trigger a purchase you've been considering.
setting the parts request status
setting parts request status
It's often desirable to add context to a parts request. Notes are useful when reviewing requests to determine if we need to put emphasis on replenishing a SKU.
adding context to parts requests
saving the request
You can search parts requests by a number of criteria. The defaut is recent requests.
searching parts requests
searching parts requests
Other search modes include all requests by a specific customer, by part number, or by part name. You can also update requests from here if needed. In this example, we are checking on requests for part number “5938142”.
searching parts requests by part number
searching parts requests by part number
Related features: generating sales quotes
simplexable.is, llc
427 East 17th Street, Suite F, #264
Costa Mesa, CA 92627 USA

--- references upon request ---

simplexable.is, llc
427 East 17th Street, Suite F, #264
Costa Mesa, CA 92627 USA
p: +1.949.870.9121
e: support@simplexable.com
w: simplexable.is

--- references upon request ---