How To Request Inventory Stock In EZOfficeInventory

stock request inventory control software

Blog updated for new UI

This blog explains how to make a Stock Request for inventory items in EZOfficeInventory. You can read our accompanying blog on Purchase Orders for a full picture of handling procurement with our software.

Contents

  1. How to make Stock Requests as a Staff User
  2. Actions that Administrators can take on Stock Requests
    1. Approving and Confirming POs
    2. Approving and Adding Items to your Product Catalog
    3. Denying Requests
  3. Email Alerts for New Stock Requests

1. How to make Stock Requests as a Staff User

To do this, an Admin can give Staff Users the option to ‘Request Stock’, from Settings → Add Ons → Purchase Orders → Check ‘Allow Staff Users to create purchase order requests for Administrators to review and replenish stock’. Hit ‘Update’ to save the settings. (Note: This feature is only available for inventory stock items for now) Continue reading

3 Benefits of Managing Work Orders with Asset Tracking Software

work orders systemWe all understand the importance of staying on track and meeting deadlines. However, when employees have to juggle a multitude of tasks every day, something important usually gets left out. Such oversights and delays in projects have the potential to aggravate costs and damage brand reputation. In fact, 1 in 6 businesses overrun project costs by 200%, with an average overhead cost of 27%! In the competitive market, these costs can make or break a business. To overcome such hurdles, businesses adopt a number of productivity and management tools that help them stay on top of their employees, equipment, and tasks. This blog will detail how having a work order management module in asset tracking software can benefit businesses. Continue reading

The best way to use asset tracking software to track your tools!

Asset Tracking Software

Why is asset tracking software the best bet for tracking tools?

The construction industry has a lot of elements to constantly monitor and track. Do we have all the details mapped out and ready to go? Are we accounting for the weather? Are the workers where they need to be? Do they have all the equipment they need to get the job done?

This last question opens up a whole new set of questions. Your inventory needs to be fully stocked, safety gear well-maintained, and you should have all the details of who has custody of which tools! This can be tough to do manually. Spreadsheets tracking small tools can get unnecessarily complicated and messy, and a single incorrect log can throw off an entire year’s worth of calculations and planning. This is why asset tracking software is a boon for tool tracking in the construction industry. Let’s have a look at 5 sweet features you can use to optimize tool management and get things done with a lot less effort! Continue reading

The future of Project Management is here, and it’s on your phone

Asset Management

Mobile apps have changed the game for project, asset, and time management. The smartphones we carry are more powerful than all the computers used in the moon missions of the 1970s. Impressive computational power aside, the real party trick of the smartphone is its ability to instantly connect data with the internet.  The same technology we use to share cat pictures with our friends also allows us to track resources in real-time from anywhere. Continue reading

5 more reasons to use asset tracking software online

Asset Tracking Software Online

Why should you use asset tracking software online?

Using asset tracking software online offers a completely different experience to using a solution that needs to be installed and accessed in-house. On-premise solutions can be a hassle. They offer limited support channels, have steep setup costs, and constrain your ability to use the program outside of work. We discussed these benefits earlier (Read: Cloud-Based Equipment Tracking Software vs On-Premise Tools). Now, let’s discuss 5 more reasons to move asset management online! Continue reading

5 Ways CMMS Helps You Reduce Maintenance Costs

cmmsFrom managing maintenance and service requests at a medium-sized 50 unit apartment building to keeping track of ongoing equipment maintenance at a large construction site, equipment maintenance software, commonly known as a CMMS (Computerized Maintenance Management System) can be a very helpful tool.

When choosing CMMS, businesses look for preventive maintenance, seamless equipment management, solid asset assignments, insightful maintenance reports, and above all foolproof ways to reduce maintenance costs. Continue reading

EZOfficeInventory Case Studies: KAYAK – Equipment Management Software

Equipment management software

EZOfficeInventory is the leading equipment management software. It is a key tool enabling KAYAK to streamline its workflows and create a viable managerial ecosystem.

We helped KAYAK manage employee needs and bring down administrative overheads. This was done by enabling them to cater to all incoming equipment without allocating additional resources. In addition to this, EZOfficeInventory’s dynamic ‘on the cloud’ records reinforced accuracy of asset management data and made updates instantaneous. This immediacy of information improved efficiency and helped employees avoid administrative hurdles. The ability to use QR Codes to track equipment was especially useful, as items could now be scanned in quick succession to bring up all relevant details.

Continue reading

Taxes Made Easy With Fixed Asset Management Software

Fixed Asset Management SoftwareFixed Asset Management Software and Taxes

With the date to file annual taxes approaching, companies are in the typical rush to gather documents and necessary information. Preparing your balance sheet, income statement and statement of cash flows requires extensive information from multiple employees spread across different departments and offices. Adequately and accurately handling tax returns is crucial to preventing overpayment or underpayment of taxes; the former affecting the company’s power to reinvest and grow as a business and the latter potentially exposing the company to tax fraud. Fixed asset management software plays a significant role in getting your taxes in order. The software will help you conduct asset audits, calculate depreciation, and track asset value, maintenance and procurement costs. Here is how fixed asset management software can make one of the most grueling tasks of the tax season a breeze. Continue reading

Dashboard Calendar in EZOfficeInventory

Dashboard Calendar

Blog updated for new UI

You can use the Dashboard Calendar to keep track of all ongoing events, asset assignments, and upcoming reservations, and have a bird’s eye view of asset tracking and operational workflows.

CONTENTS:

  1. Quick View Counters
  2. Actions on Counters
  3. Email Alerts for Counters
  4. The Calendar View
  5. Service Events
  6. RSS Feed
  7. In-App Updates
  8. Mobile App

Quick View Counters

The top of the dashboard displays the count of the following sections of asset management in EZOfficeInventory, explained in subsequent sections:

    • Assets which are overdue
    • Assets which are due on the current date
    • Reservations which start on the current date (relating to all items – Asset, Asset Stock, and Inventory)

Note: You can also toggle between actionable metrics for carts and items and stay on top of which carts are coming in, going out or overdue on return. Learn More

Assets Overdue Vs. Assets Checkin Due Today

The count of overdue assets is time sensitive, while the count of asset checkins due on the current date is day sensitive. Say, there are two assets due on July 8, asset#1 at 13:00 and the asset#2 at 19:00, the count of overdue assets will be ‘0’ and that of assets due today will be ‘2’ till July 8, 13:00.

Asset checkins due today

Now if the asset#1 is not checked-in at its due time, the count of overdue assets will change to ‘1’ at 13:01. However, the count of assets due today will remain ‘2’ till the end of the day i.e. July 8.

Overdue vs Asset checkins due today

Actions on Counters

When you click on any one of the metric cards, it redirects you to the listings page of their particular details where you can then take actions on them. For example, you can extend checkout on an overdue asset or request check-in, as shown below:

Opening metric cards

Taking actions on Reservations

Similarly, you can also click on the reservations metric card. This redirects you to the reservations listing page where you can take actions on all the reservations in action.

Read More: Item reservation with more insight and clarity

Reservation metric card

Email Alerts for Counters

The following generate email alerts for Account Owners and Admins:

  1. Overdue Items: You will be notified via email whenever an asset is not checked-in after its due date.
  2. Reservations starting today: You will get an email on the day a reservation starts.
  3. Reservation starting in — days: You can select how many days in advance to the start of reservation you want to get email alert.

Note: To enable these alerts, click on the horizontal ellipses on the side navigation bar. Then click on ‘Alerts’ from the menu. From the Alerts page, check their respective boxes as shown in the snapshot below:

Setting up alerts

The Calendar View

The Dashboard Calendar enables you to look at events in the context of a monthly calendar and helps you to manage and monitor all your asset tracking tasks directly from the dashboard. The dates on which assets are due and reservations are starting are marked on the calendar for you to keep track of all important dates:

Calendar events

Next to the calendar, there is an update of all the asset tracking activities of the current month in the form of the Quick Activity section. To see events of any other month, navigate between the months using the forward/backward arrow on the calendar.

The feed of events on the dashboard page also shows the addition of assets, members, comments, services, check-ins and checkouts within the system, under messages and latest events.

If the arbitration on reservation is enabled (the access control is such that staff users cannot checkin/out assets themselves without an administration’s approval), the activity feed will also include all the unapproved reservations along with other events. By clicking on the asset’s name, you will be directed to the detail page of the asset from where you can approve or reject the reservation request. To learn more on arbitration, click here.

Note: From staff members’ standpoint, the activity feed and calendar only displays the requests they have made, as well as events related to assets in their possession.

Syncing the Calendar

The Dashboard Calendar can also be synced with a third party calendar application.This comes in handy as you can keep track of your asset assignments. It might help you in better asset management and organization of your assignments and tasks depending upon the application you sync with. To do this, follow the following steps:

  1. Click on the ‘Get ICAL URL’ as shown. You will be prompted to a URL.ICAL Url
  2. Copy that URL into another tab of your web browser. An ICS file will be downloaded. 
  3. Now open this file using the calendar application of your choice.

The details of your reservations and due assets will now be available on the application you have synced with.

Service Events

The dashboard by default displays a calendar view. However, you may customize it as per your preferences. You can choose any of the following to display on the dashboard from Settings → My Settings:

  • Calendar
  • Service Events
  • Location

Don’t forget to hit update! Once you’re done, go back to the Dashboard, click on ‘Edit’ and then on ‘Add Widget’. From the overlay that appears, choose ‘Latest Events’ and hit Done. Now you can see all the latest events and happenings, which include service events as well:

 Service events in latest events

Read More: Service and Maintenance in EZOfficeInventory

RSS Feed

Clicking on the ‘Subscribe’ link in the Latest Events card provides you with a feed that can be added to common RSS/Atom feed readers. These enable information on checkouts, service events, etc., to be pushed to you without having to log into the system. You can even add this feed to internal communication channels such as Slack, to get instant updates on any channel of your choice. Learn how to do that with Slack here.

In-App Updates

Keep up with regular feature releases related to EZOfficeInventory with the in-app updates which are accessible from ‘Your Name on Top left’ → Updates.

Mobile App

The dashboard feature is now available on the EZOfficeInventory mobile app as well. You can download the iOS or Android apps here.calendar on mobile

Share Your Queries

We love hearing from you! If you have any queries or want to contribute your suggestions, send us an email at support@ezofficeinventory.com or log them at our Community Forum.

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How asset tracking software can eliminate 6 common SMB problems

Asset tracking software for SMBs

Asset tracking software and SMBs

Small businesses are the backbone of the global economy. In the United States, over half the working population – around 120 million people – are employed by small businesses. Not just this, but they’ve generated around 65% of all new jobs since 1995! This means that helping SMBs be more productive can be one of the best things that can be done to boost confidence in the business sector. Because of their size, middling margins, and competitive nature, though, small businesses can face problems that are completely unique to them. Technology has a huge part to play in helping alleviate or even eliminate these problems. Below, we’ll look at 6 of the most common problems faced by SMBs, and how businesses can tackle them head on using asset tracking software. Continue reading