Technical & stock
Maintain inventory, issue material for productions, check availability and read your own craft in the duty roster
You are responsible for technical equipment, stock or a workshop. artwork helps you know what is where and when, and reserve material bindingly for productions and external parties. On top of that, you often look at the duty roster of your craft.
Your most important pages
| Page | What for |
|---|---|
| Inventory system → Inventory | The article catalog with search, filters and individual items – Inventory catalog & articles |
| Inventory system → Article planning | Availability of every article over time, overbookings – Article planning |
| Inventory system → Material issues | Internal issues for productions and loan slips for external parties – Material issues |
| Project → Material issue | A production's material directly in the project |
| Duty roster → Duty rosters | Events and shifts of your craft – The duty roster view |
| Calendar with Show shifts | Where your staff are scheduled – Display settings |
The first tasks
Get to know the catalog: categories in the sidebar, grid or table view, saved filters as the default per category. Searching and filtering articles
Create articles – as a total quantity or individually tracked with inventory numbers; many individual items with Bulk create. Creating an article
Create an internal material issue for a production, check availability in the period, resolve conflicts. Creating an internal issue
Create a loan slip for external parties, print it as a PDF and record the return. Creating an external material issue
Create material sets for packages that always go out together. Material sets
Before the production week, check article planning for overbookings. Before a production week
Settings that help you
- Hide article images in overview if you prefer to see many rows; Show inventory number as name for individually tracked articles.
- Only planned articles in article planning to see only material that is in use.
- Only overdue returns in the external issue log.
- In the duty roster, the setup Staff only if the event tiles get in your way – Recommended settings.
- In the calendar, Show shifts plus the filter Only show shifts that are not fully staffed.
Permissions you need
Role preset Warehouse / inventory: create and edit inventory, inventory disposition, material issues; for settings (categories, properties) the Inventory settings permission. For the duty roster, View duty rosters or, as head of a craft, Plan shifts. Details under Inventory & material issues.
Typical pitfalls
- Availability is 0 although there is stock: only the status Ready for use counts as available.
- An article does not ask for the right property: the property is not assigned to the category – Inventory settings.
- A manufacturer is missing from the selection: manufacturers are CRM contacts of the contact type Manufacturer.
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