A store is any collection or group of inventory that need to be recognised and tracked independently.
While the name suggests that each collection of inventory will be physically separated by location, this is not an actual requirement. For example, if stock owned by different entities (eg. your organisation, and also your client) is located in a single warehouse, you would likely want to separate them into two different stores so that the quantity, value and consumption related to each can easily be tracked and reported.
Stores may therefore take many different forms; a warehouse, a set of shelves, a van in the field, and so on. Inventory can be transferred between these locations via an inventory transfer.
Materials must exist (even with zero or a negative quantity) in an associated store in order to be consumed when completing a task. During the process of completing a task, for any materials that are consumed, you must nominate the store from where the inventory is to be deducted. Therefore, associating too many stores to a single site can increase confusion, and data entry errors (eg. incorrect store selections).
See inventory help for details on managing inventory in stores.
Add a store
Before materials (spare parts & consumables) can be added or imported, you must first create a store.
To add a new store:
Navigate to Assets > Stores;
Click New store;
Nominate the title of the store;
Nominate other details as desired;
Define the number or percentage* of SKU's to be counted during a cycle count
* despite being a mandatory selection, what you nominate here is not important until such time as you choose to utilise that cycle count functionality. You may choose to nominate zero.
Click Save.
Restrict consumption on task to certain stores
Access to stores in order to consume materials in a task can be restricted on the site level.
This ensures inventory is not taken from forbidden stores.
Therefore, if a desired store is not available when completing a task, it is highly likely that the store has not been associated with that particular site by an administrator.
To enable a store on a site:
Navigate to Assets > Sites;
Filter for and then select the site to be edited;
Click the Stores tab;
Click Add store;
Filter for and then check the box of the store to be added to the sites;
Click Confirm. The store will immediately become accessible by users completing tasks on the site.
Modify a store
Store settings can be modified at any time by an administrator.
To modify store settings:
Navigate to Assets > Stores;
Filter for and then click the store that is to be modified;
Modify store details as desired;
Click Save.
Delete a store
Stores cannot be deleted if there is any inventory associated with them. If a store needs to be deleted, all inventory must first be transferred to other stores, or all inventory manually modified to zero.
To delete a store:
Navigate to Assets > Stores;
Filter for and then click the store that is to be modified;
Click Delete;
Click Confirm.