The Stock module allows you to track your inventory by providing visibility into each item, helping you stay on top of what's available, what's been allocated, what's been assigned, and the total quantity of each item.
With the Stock module, you can also utilize printable/downloadable item QR labels to perform a variety of functions. You can scan the QR label that's on on a storage rack, a truck, a project site, or a piece of equipment in order to mark items as received, move items from location to location, manage the assets found there, and install items to their final location.
TIP: You can trial the Stock module for free for 30 days! If you'd like to trial Stock, please reach out to support chat (by clicking the blue chat icon at the bottom left in our Help Article library) and we can get that activated for you.
NOTE: Make sure you've created some Stock Locations first. Once you have, you are ready to start adding and receiving items into Stock.
In order to use Stock to track the real-world inventory you already have on-hand (in an office, a warehouse, etc.), start adding those items into the Stock module. You can do this by navigating to the Items tab in Stock, and clicking the gray Add Items button in the top right corner to manually add items into Stock. (You can also add items to Stock using POs generated in Jetbuilt--more on that below!)
You will be prompted to search for the item you want to add to Stock. The item has to be an existing item in the Jetbuilt database (that matches exactly the model name you're using in projects already or will be using in your projects) or a custom item you've created.
Once you've selected your item, a new pop-up will appear in which will (1) choose a Stock location where it is stored, (2) set the quantity you have on-hand, (3) optionally track serial numbers, (4) print/download the item QR label (you can also get these QR labels later), and (5) click Submit.
NOTE ABOUT SERIAL NUMBERS:
If you want the item(s) being tracked to have a serial number, you must enter the serial number when the item is added to Stock (i.e., when adding the item while in the "Populate Serial #s and Location" pop-up window, seen above). You cannot add a serial number to an item after it's been added to Stock.
TIP: If you know that the item(s) will eventually have a serial number, a good practice is to add something generic as a serial number. You can give all items the same generic serial number. Some users use the word "new" as a placeholder, while others use "0" as a placeholder--whatever works for you!
This way, when you are ready to add the actual serial number, you can edit the item in Stock and replace the generic placeholder with the real serial number.
Pull from Stock
Once you've added some items to Stock, you can use the "Pull from Stock" function on a project's Purchasing tab to allocate items to a specific project.
For example, I've added a Barco item at a quantity of 2 into the Stock module. Later on, I'm in a project which has that exact same Barco item in it. On the Purchasing tab of that project, I see that I have 2 available and the project calls for 1. I select the checkbox next to the item (where it currently shows a status of "Not Ordered"), click Pull from Stock, and click Pull from Stock again to confirm.
Once pulled from Stock, the status will change from "Not Ordered" to "Pulled from Stock," indicating that I have pulled that item in the project from my Stock's available inventory, and now that item is allocated to the project, reducing the available quantity (in Stock) from 2 to 1.
Please note that using Pull from Stock will allocate the item(s) in Stock to this project. (More about how allocations work here.)
After you have performed a Pull from Stock, you are prepared to install the items to final location once your team is ready (and your project is likely in the Install stage).
From the Stock homepage (or from the Items tab of Stock), you can click the blue Receive Items button. This will prompt you to search for a PO, manufacturer, or project in which the item exists.
Once you've found your PO, select it, and you will be brought to a new page where you can receive the item (or items) by selecting the checkbox(es) and clicking Receive.
This will prompt you with a pop-up identical to that of adding items. Select your location, whether you'd like to track serial numbers and print/download a QR label for your item, and click Submit.
NOTE: If you want the item(s) being tracked to have a serial number, you must enter the serial number when the item is received into Stock (i.e., when receiving the item while in the "Populate Serial #s and Location" pop-up window, seen above).
Once you have received a project's PO in Stock, any items on that PO will show a status of "Received via PO" on the Purchasing tab of the project in which the PO was generated.
Please note that receiving items into Stock on a PO will allocate and assign the item(s) in Stock to this project. (More about how allocations and assignments work here.)
After you have used Stock to receive items on a PO, you are prepared to install the items to final location once your team is ready (and your project is likely in the Install stage).
This is where our QR scanning comes in. Either using a handheld scanner connected to the computer or using the JetbuiltGO mobile app, click the orange Move Items button. In the Move Items pop-up, select the text box and scan the item's QR label.
Once you've scanned the item's QR label, click Next. Then, you can either search for the location the equipment is moving to, or you can scan the Location QR code placed on the physical location.
Now, in Stock > Items, you can select the item to expand it and view its location, as well as other info attached to the item, including Serial Number, Stock location, PO#, and Project Assignment.
Additionally, on your computer (without the need of a handheld scanner), you can move items manually by hovering over the serial number (or N/A), clicking the black move arrow, searching for and selecting a new location in the "Search Or Scan Location To Move To" box in the pop-up window, and clicking Submit.
We hope this helps! Please reach out to us in support chat if you have any questions 🙂