A checklist for minimum stock and movements

Inventory works when the number can be believed. This list covers adding a part, the minimum at which you want to know, and goods in and goods out. Start with parts that stop cars, not the whole catalog. Each location keeps its own stock.

When you add an item

A name anyone in the shop will recognize.
A simple category: part, consumable, or tool.
The quantity on the shelf today, counted, not guessed.
A minimum below which a notice should appear.
The location where it sits.
Do not load years of part numbers on day one.

When a delivery arrives

Record goods in on the day it reaches the shelf.
Check it is the part that was ordered.
If it was for a specific order, look at that order and only then offer a time.
Do not mark it fitted until it leaves for the car.
If some is left over, the count sits above the minimum.
If it came from another location, the transfer is visible on both sides.

When it goes to a job

Record goods out when it goes to the bay, not at the end of the week.
The order says which part was used.
If it is not fitted, it comes back into stock.
Do not promise a unit already set aside for another car.
The estimate does not say in stock when the count is zero.
A part under the minimum raises a notice before the next job is stuck.

Once a week

Look at low-stock notices and decide what to order.
Correct a count only after someone has counted, and leave the movement.
Remove duplicates that are the same part under two names.
Do not add another location's stock when you promise a part.
Review parts received that still have no order.
The goal is that the counter can say whether a filter is here without walking to the shelf.

If you want to see this on the board, request a demo. GarageBolt