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?

    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方