D-Tools Cloud
Inventory Management Frequently Asked Questions
Question 1:
What is D-Tools Cloud Inventory Management?
D-Tools Cloud’s new Inventory Management functionality provides integrators with a seamless solution for tracking and managing inventory. It includes tools for purchasing, receiving, tracking, and allocating inventory, making it easier to complete projects on time and within budget.
Question 2:
Is Inventory Management included in my D-Tools Cloud subscription?
Yes, Inventory Management capabilities are included as part of your paid D-Tools Cloud subscription at no additional cost.
Question 3:
What are the key benefits of using Inventory Management?
Using Inventory Management can help your business:
- Streamline purchasing workflows.
- Ensure items are available when needed.
- Improve organization across warehouses, vans, and job sites.
- Prevent stock shortages with automated re-order alerts.
- Optimize cash flow and labor efficiency.
Question 4:
What types of items can I track using D-Tools Inventory Management?
You can track both project-specific items and stock items. The system supports managing equipment, consumables, and other assets.
Question 5:
How do I receive items into Inventory?
You can use a handheld device to scan barcodes or QR codes for quick and accurate inventory updates. Scanned items can be assigned to specific locations, such as warehouses or job sites, in real time.
Question 6:
What devices can I use for bar/QR code scanning?
You can use most smartphones as well as compatible handheld barcode or QR code scanners.
Question 7:
Can I allocate inventory to specific projects?
Yes, the system allows you to reserve and allocate inventory to specific projects. This ensures that necessary items are available when they are needed in the field. You can also allocate items for stock.
Question 8:
How does location management work?
Location management enables you to track and transfer items between multiple locations, such as warehouses, vans, and job sites. Locations can be specified down to five tiers (i.e. warehouse, aisle, bin, shelf, tray). This expedites accessibility and helps maintain the organization of your inventory.
Question 9:
Does Inventory Management track the movement of items?
Yes, the system provides real-time tracking of inventory as it moves from purchasing to receiving, staging, rack assembly, and delivery to the job site.
Question 10:
Can I set up the system to notify me when stock levels are low?
Yes you can designate minimum stock levels. Re-order alerts are triggered automatically when inventory levels for critical stock items fall below the minimum threshold. This helps to avoid running out of essential materials.
Question 11:
Who in my organization benefits from Inventory Management?
Inventory Management is designed to support business owners, project managers, service managers, field technicians, procurement teams, and accounting staff by streamlining workflows and improving visibility into inventory.
Question 12:
Can I customize inventory settings for my business needs?
Yes, D-Tools Cloud Inventory Management allows you to customize settings such as item locations, stock thresholds, and allocation rules to fit your business processes.
Question 13:
Can I integrate Inventory Management with my existing tools or systems?
D-Tools Cloud Inventory Management is designed to work seamlessly within the D-Tools Cloud environment. For questions about integrations with QuickBooks, Xero, and other 3rd party solutions, please visit the D-Tools Cloud Help Center.
Check out the D-Tools Cloud Help CenterQuestion 14:
How do I start using Inventory Management?
Getting started with Inventory in D-Tools Cloud is easy! Check out our Quick Start Guide for step-by-step instructions on setting up and using Inventory Management in D-Tools Cloud.
Access the Inventory Quick Start Guide