Our latest feature allows you to create and assign a bulk item as a consumable. Once assigned, the item is no longer available, making it easier for you to keep track of what you have on hand.

This feature is particularly useful for businesses that have a high volume of disposable items, such as abrasives, drill bits, saw blades, screwdriver bits etc..

To use this feature, simply follow the same workflow as creating a bulk category, but check the box making it a consumable. This will signal to the system that the item is not expected to be returned, and it will be removed from your inventory once it is used up.

1. Click on the "Category" option in the menu

2. At the top right corner of the page, click on the "+ New Category" button.

3. Enter the name of the new category you wish to create, for example, "Drill Bits." And turn on the toggle to "Set As Bulk Category."

4. Enter the Total Quantity of items available. Check the checkbox that says "Item is Consumable. "Set up the category to your home or warehouse assignment.

You have optional field, you can add a model number, inventory number, manufacturer, and a category image if you wish. Once you have entered all the information, click on "SAVE."

Tip Note: Please be aware that there is a limit on the quantity of consumables you can add to a category, which is 100,000. If you attempt to add a quantity larger than this, the system will not allow it.

We recommend that you keep this limit in mind when adding consumables to your categories, and ensure that you stay within the limit to avoid any issues.

5. You will see the new bulk consumable category added to your list of categories.

How to Manage a Bulk Consumable Category

1. If you need to make changes to the Consumable Category, like adding or removing items, click on the gear icon next to the category name.

2. Click on the plus or minus icon to bring up the "Add or Reduce" window.

3. Enter the quantity you wish to add or reduce, along with any notes you wish to keep for your records. Click "SAVE."

4. The system will do the math and adjust the category quantity.

How to Assign a Consumable Category to a Job Assignment

1. Click on the "Assignment" tab.

2. Click on the job assignment to which you want to assign the consumable category.

3. At the top right corner of the page, click on the "Assign Tools" button.

4. Select the consumable item you wish to assign and click the "Add" button.

5. On the right-hand window, enter the quantity of the consumable item you wish to assign. As an optional field, you can enter a start and end date, along with any transfer notes you may need. Click "Complete."

6. You will have the option to print or download your transfer sheet for your records.
Click "Close."

7. You will now see the consumable item added to the job assignment.

Alert: Warning Note: Once a Consumable Item is Assigned to an Assignment, it Cannot be Brought Back to the Home Assignment. We strongly advise that you double-check the assignment before assigning any consumable items to it.

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