Yes, staff can record materials against the job where they were used. Decide whether the aim is stock control, costing, customer charging or a combination. Each purpose affects the level of detail and the checks required.
How could this work in practice?
A technician could select a material, enter the quantity used and identify the job. Returned or unused materials need a separate movement so they are not treated as consumed. Where appropriate, scanning can help identify the correct item.
What needs to be agreed before development?
Define units, part quantities and cost rules. A box, a single item and a length of material should not be treated as interchangeable. Decide how price changes affect historic job costs and who may correct an incorrect entry.
What should we check before using it?
Test materials moved between jobs, wastage and entries submitted after a visit. Reconcile stock movements with purchasing and physical counts. The record should make differences visible rather than implying every entered quantity has been independently verified.
How can Digital Solutions help?
Digital Solutions can review your current process and scope the development needed for your business. Book a free 15-minute software review or visit https://www.digitalsolutions.help/.
