Streamline Purchasing with PMXpert's Integrated Inventory/Purchase Orders

Do you keep getting caught short on inventory? You shouldn’t! With the easy-to-use Inventory and Purchase Order features in PMXpert, you will always know what is in stock and how to return stock levels to maximum as soon as possible.

In the Purchase Orders screen, you can generate automatic P.O.s for any parts and fluids in the Inventory that have fallen below a set minimum level. To get this feature working, you just need to adjust a few settings properly.

Go to PMXpert’s Inventory Screen, which displays details of all the parts and fluids you use in your maintenance tasks. When you create or edit an inventory item, you will see the Stock area in the lower left corner of the New or Edit form. Ensure the Controlled checkbox is selected. Enter the Minimum number and Maximum number of this item you want in stock. You can also enter the Current Supplier, if you like.

As you perform day-to-day activities, you will use up inventory items as “Details” in services, and PMXpert will automatically calculate how many items remain in stock. When an inventory item hits its Minimum level, it will trigger an automatic purchase order.

In order to generate this waiting purchase order, go the Purchase Orders screen and click the Generate button. Choose whether you want to generate the P.O. for the lowest-cost supplier or the current supplier set on the inventory item. The purchase order will default to the number of inventory items required to bring the item back to its Maximum number. Now, check the purchase order one more time and click Generate. That’s all!

Wondering whether you need to top up inventory supplies? Simply go to the P.O.s screen and click Generate at any time. If you set up your Inventory with minimum levels and record the use of items in services, PMXpert will take care of the purchase orders or let you know that you don’t need any at this time.

For more information about Inventory and Purchase Orders in PMXpert, refer to Chapter 4: Inventory and Chapter 8: Purchase Orders in the PMXpert Manual.

 
 
Content by PMXpert Software