The Inventory Calculator page is designed to manage and track the details of the inventory for each move.
Users can use the Inventory Tab to fill in the inventory details while on a call with the customer. Alternatively, it is recommended to send the customer an inventory form link via email and ask them to fill in the inventory details.
The submitted data will automatically appear in the Inventory Tab. Customers can also use the same link to access and make changes to the inventory.
Inventory Calculator functions include:
Filling in the Inventory
Users can use the Inventory Tab to fill in the inventory details while on a call with the customer. Alternatively, it is recommended to send the customer an inventory form link via email and ask them to fill in the inventory details. The submitted data will automatically appear in the Inventory Tab. Customers can also use the same link to access and make changes to the inventory.
The inventory is categorised into different groups based on the setup defined in the Inventory Definitions settings. This grouping allows for easier organisation and management of inventory items.
To edit an existing inventory list, users need to click on the Calculate button to update the details and recalculate the cubic volume displayed at the top left corner of the tab. Inventory items can be expanded within their respective groups for easy editing. The Expand All option shows inventory items in all groups. Users can increase or decrease the inventory count using the + or – buttons or by entering the count directly.
If an item is not available in the predefined inventory list, users can specify it in the miscellaneous items section by entering the item name, approximate cubic meter (CBM), and quantity. Additional items can be added using the + icon at the bottom of the section.
Generating Inventory PDF
Users can generate an inventory list as a PDF by clicking on the “Generate Inventory PDF” button located at the top right corner of the tab. The generated PDF document can be downloaded for reference.
Users have the option to include or exclude CBM (cubic meter) details for each item and the total CBM in the generated Inventory PDF document. This customisation can be managed using the “Show CBM in the Inventory PDF” toggle button in the Price Settings page under Removals | Removal Settings.
Users can add, update, or delete inventory groups according to their specific requirements. This flexibility allows for customisation and alignment with the company’s inventory categorisation.
Basic inventory definitions are provided by Onexfort, but users can add, update, or delete inventory definitions as needed. This feature enables customisation and tailoring of inventory terminology to match the company’s inventory items.
With the Inventory Lists page, removalist companies can efficiently manage and track inventory details, ensuring accuracy and organisation throughout the moving process.
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