Proper inventory management is crucial for tracking assets and ensuring smooth operations. This guide covers the steps to create and manage inventory in PRO Software efficiently.
How to Create Inventory
To begin managing inventory in PRO Software, follow these steps:
- Open Equipment Management.
- In the blue navigation bar, click Configuration.
- Select Add Unit from the dropdown menu.
- A new window will open where you will:
- Choose Unit Type from the dropdown menu (creating a new unit type will open a separate configuration screen).
- Set Unit Number Sequence Start and specify how many units to create.
- Check the box next to Match QR Code to Unit Number for seamless tracking.
- Click Add New Unit to finalize the process.
Additional Features:
- QR Code Integration: Use PRO Software's QR scanning feature to geotag and track inventory on and offsite.
- Custom Unit Types: Create new unit types under Equipment Management > Configuration > Type of Unit.
- Bulk Inventory Imports: PRO Software’s Engineering Team can assist in bulk importing existing inventory data.
Managing Existing Inventory
- Edit unit details by selecting the unit in Equipment Management and updating the necessary fields.
- Track asset locations using PRO Software’s geo-coding capabilities.
- Duplicate existing assets to quickly add similar items to your inventory.
With PRO Software's advanced inventory management tools, you can efficiently track, organize, and maintain control over your assets. For additional guidance, consult your PRO Trainer or refer to official training materials.