Adjusting zInventory for Non-Sales Items through Vertical zCRM

Adjusting zInventory for Non-Sales Items through Vertical zCRM

I am using zInventory with my Vertical CRM.  I need to track inventory, not just for saleable goods but also the inventory of maintenance parts/tooling that will be used only in house.  So not really a good or a service.

So my questions is two-fold.

1.  How do you remove add/back items from inventory without selling/purchasing.  I know in zInventory, you can make adjustments, but to use that every time a maintenance technician uses parts seems like more than what it's designed for.  I think it is for the occasional adjustment of quantity or value.

2. If using adjustments is the best way, what is the best method to do that from within the CRM?  Custom Function, Extension, Widget?  Just want to get some input before moving forward trying to get this thing working.

USE CASE:

A piece of equipment breaks and a Work Order is issued from Maintenance.  A Maintenance Tech goes to repair the equipment and uses a box of wire nuts, two fuses and a .5" bolt.

He adds his time and these items to the maintenance work order through the vertical app.  

This should reduce the quantity in stock.  And if he doesn't use everything, should issue a "put back" which increases the quantity in stock.

Should I use Adjustments or some other idea?

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now