Technician CarStock Warehouse Set Up

Best practice is for each technician with a car stock to have their own allocated warehouse and bin set up in e-automate. This allows you to easily track what parts are given to the tech, what parts they use or return to you.

In e-automate, under Inventory / Warehouse, create a 'new' warehouse. Enter the technician's name or tech number in the name and description to easily identify the warehouse.

Set the Type: Technician      

Link the warehouse to the technician's employee record.

Normally your parts person will receive the items into inventory in the main warehouse first, then transfer the parts to the tech's warehouse. You will want to select 'use parent warehouse for receiving orders'. If you have techs who never come into the shop because of distance and have parts shipped, some clients will  uncheck this box and receive their parts directly into the tech's warehouse.

Create a bin:

Under Standard Bin, click on new and create a bin for the technician.

The Warehouse and Bin will also be linked in the tech's employee record.

See this link for setting up a technicians employee record, and what is required

Alerts to help with stocking their car stock:

Using the ILC Inventory Logistics Console and setting up min/max auto reordering

ID629 Parts required on incomplete call

ID677 Tech carstock not counted in certain period of time