How do I Issue spare parts to my field technicians?

Created by Binita Goswami, Modified on Thu, 23 May at 11:47 AM by Binita Goswami

Stock Issue List


This option is useful when you want to issue spare parts against a Work Order, Job or to an individual employee.

 Here is a video for your reference:




  1. Navigate to the "Stock Issue List" subheading on the left-hand menu. 


            

  1. Click on "Stock Issue List" to access the relevant screen from which you can click on the right hand top corner “ New Stock Issue”




  1.  On clicking the “New Stock Issue” you will land on the page below:


  1. You will have the option to issue the stock under “Issue Details” whether you want to issue the  parts against a Work Order, Job or Employee

  • If you issue it as a Work Order then we have the mandate to fill in details which includes a) Issue Ref. No (pre-filled), b) Location- facility for which the issue is made c) Issue Date- Which will be the date of issue d) Work Order- To fill the work order number  

                 



  • If we issue it as a Job then we have the mandate to fill in details which includes a) Issue Ref. No (pre-filled), b) Location- facility for which the issue is made c) Issue Date- Which will be the date of issue d) JOb- To fill the Job number  

 


          

  • If we issue it against an employee then we have the mandate to fill in details which includes a) Issue Ref. No (pre-filled), b) Location- facility for which the issue is made c) Issue Date- Which will be the date of issue d) Employee- To fill the employee details









  1. The next step is to fill in the “ Item Details” 


  1. We have to fill in details like item type- and select it as an equipment, tools or parts/supplies or service items 

                      

                      


  1. The next step is to select the item, the quantity needed and the price attached to it for the task. We can also select the discount by amount or percentage if applicable.  

 

           


                


  1. In order to add more item details we can click on the  tab to add more items


  1. The next step is to add payment details to select the mode of payment which can be done by checking on the right option for the taks






  1.   We also have the option to add other details like the people who should be notified by email for the concerned Stock Issue




  1. After completing the entire process as above we can save the stock issue which will be depicted in the system

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