Inventory


Introduction

The Inventory page is where you can add, edit, remove, and review your part supplies. We have three ways in which you can manage your inventory:

Native (PLANELOGIX System) Full Inventory System
Native (PLANELOGIX System) Simple Inventory System
None

You may choose your setting from the global shop settings page.

{danger} Once you pick an inventory setting, and create your first inventory item, you cannot change your settings! Be sure to read through the differences here to ensure you pick the setting that best suits your operations.

Native (PLANELOGIX System) Full Inventory System

This is the recommended, and default settings for our system. It will give you the most power and control over your parts, allowing you to track all your parts down to the serial number, do barcode scanning for your inventory, track quantities, and much more. Choosing this setup will dramatically improve your shop's efficiency and reduce down time.

Choose it in the global shop settings page by not changing anything since it is default. The settings look like this:

Adding Inventory Using Recommended Settings

When you have this setting, you need to add inventory using the following order:
1) Add your vendor.


2) Add your inventory item in the Inventory Master. This will define, at a top level, what this part is.


3) Add your Purchase Order. Part quantities cannot increase until you have closed your Purchase Order. Before closing it, make sure to note the quantity ordered under Purchase Order Items, create a Purchase Order Packing Slip, and assign serial numbers if applicable:


Once complete, you can access your QR codes from the Serialized Items table from within the Packing Slip (shown in above image, at the bottom right) or from within the inventory item in your Inventory Master table (click the green plus icon and scroll down to the section Serialized Items):


You can print this onto a label and affix it to your part.

{primary} Using your smart phone, simply open the camera application and put the barcode in view of the camera. It will prompt you to visit a website of ours which will auto load that part, giving you a multitude of options you can pick, such as assigning it to a work order, requesting more from an admin, and moving it to another bin location. That example above will purposely not work, however.

{warning} For the purpose of simplicity, the documentation will assume you are on the recommended inventory setting. There are knock-on effects, for instance when you go to add a part for a discrepancy, that will be documented from this perspective (using the recommended setting), and possibly not documented from the other two perspectives (the simple inventory or no inventory setting). This is because the other two should be self-explanatory enough at those junctures to not require extra documentation.

Order Requests

If you are using the full inventory system, you can collect order requests which can be made very easily by your staff if you are using the barcode system. All a staffer has to do is use the camera app on their phone to view the barcode. That will prompt their device to open a web page on our site which will allow them to request more of the part. Order requests will appear underneath each part by clicking the green plus icon for that part:


And this is what the order screen looks like for your staff after they scan the barcode with their native camera app:


Native (PLANELOGIX System) Simple Inventory System

If you aren't using the full inventory system, which is highly recommended, this is the second best option. This allows you to do some inventory management, but with pretty large limitations. For instance, you cannot serialize parts in your inventory, you cannot generate barcodes, and you can't track quantities with as much granularity. While this choice may seem like the faster way to get up and running since it requires less effort to enter your existing inventory into the system, the time saved upfront will quickly be lost due to the lack of efficiencies you are missing out on by not using the full native system.

Choose it in the global shop settings page by selecting Native Inventory Source and Yes for Simple Inventory. The settings look like this:

Adding Inventory Using Simple Native Inventory

Using the native inventory system will result in no longer having access to purchase orders. The only steps you need in order to add inventory are:
1) Add your vendor.


2) Add your inventory item in the Inventory Master. This will define everything about this part.


You may notice that to adjust quantity, you simply just edit the inventory item and set the quantity. Therefore, there is no history of quantity changes, and it will be impossible for the system to track usage for you later on. Also, you cannot set different costs and locations for different parts that are the same inventory item. This means that if you have multiple tires, for instance, all of the same brand and model, you cannot distinguish between them since they cannot be serialized or broken out by purchase orders. You would need to actually create a separate, likely duplicative, instance of the part in the inventory master.

No Inventory System

This is, from a data efficiency standpoint, the worst option you can pick. It exists to allow for shops to use our platform that do not wish to have any means to track or manage inventory. It's your business, we won't tell you how to manage or run it, but we will say that you are missing out from incredible time saving efficiencies by choosing this option. Shops that would chose this option are perhaps those who do not maintain any inventory at all and also do not care to know of the history of parts they installed on aircraft.

Choose it in the global shop settings page by selecting None for Inventory Source. The settings look like this:


You will not have the option to add any inventory to our system. When it comes time to add a part to to a discrepancy (squawk), you will have to free form the details about the part. This can get very repetitive and is not conducive to consistency in how you describe or enter in the part details.

Services

If your shop offers services, you can enter them here on the inventory page:


Like all parts and services, you will then be able to add them to a discrepancy (squawk) later on.

Made with in Carrboro, NC PLANELOGIX Version 1.6.8