Inventory & Supplies
Note: Currently only Supplies is implemented and documented in Arrivy. Inventory will be available in a future release.
The Supplies & Inventory feature is oriented towards Arrivy’s moving customers. It includes:
- Supplies, consisting of boxes and other packing materials. Movers want to be able to track packing materials used on customer jobs.
- (Moving) Inventory, consisting of the list of items picked up and moved to a different location. Movers need to be able to estimate, finalize and check-off moving inventory items as they go from the customer location to/from storage and to the final destination.
Turning On Inventory & Supplies
Inventory & Supplies Settings must be turned–on using the Inventory & Supplies switch in Basic Settings. Turning on this switch will make the Inventory & Supplies tab available when you navigate to Settings.
Additionally, to make Inventory & Supplies accessible to Tasks, they must be enabled in a Template and that Template assigned to the relevant Tasks. Once that happens, you’ll see an Inventory section on the main Task nav, next to Status (the Inventory section contains both Inventory and Supplies data).
Inventory & Supplies Settings
The Settings interface for Inventory & Supplies lets movers create/delete items that will appear in Supplies and Inventory lists within Tasks. In effect, the Settings let you create default lists for Tasks. In the case of Supplies, the items are things like boxes and packing tape. For Supplies items, users can also enter the item volume and a $ cost/rate.
To add a new item, click the New Supply Item button. To edit an item, click the pencil icon and to delete an item, click the red circle “x”.
Inventory & Supplies in Tasks
As noted, to use Inventory & Supplies in Tasks you need to turn on the appropriate Template switch and then apply that Template to your Task. Once done, you’ll see an Inventory tab within the Task pane (which provides access to both Supplies and Inventory).
The Supplies feature helps movers keep track of the packing materials that are used on a job. According to movers it’s often difficult to accurately account for packing supplies. Frequently the amount they charge the customer doesn’t reconcile with the Supplies returned. For this reason, the Supplies interface has entries for materials Provided and materials Returned. Materials Provided are those that are recorded going out in the truck. Materials Returned are those remaining in the truck when the job is complete. Used materials are automatically calculated as the difference between the two.
To use the Supplies feature, simply enter the number of each supply item loaded in a truck before proceeding to a packing job. Then, when the Task is complete, enter the number of supplies remaining in the truck. Used supplies are automatically calculated.
The lock icons at the top of the Provided and Returned columns allow the Scheduler/Admin to permit editing of Provided and Returned supplies, or to lock those items against editing. This is useful for establishing and locking the Provided supplies at the beginning of the day, so the accounting at the end of the day is accurate.
Supplies are accessed by clicking on the (new) Inventory tab in the mobile app and then on the Supplies title or chevron to open the Supplies table. The mobile Supplies interface is similar to the browser interface with sections for Provided and Returned items as well as a Summary section.
Click the Save Changes button at the bottom of the screen to commit input changes. Click the Complete button to indicate the accounting of Supplies is done. When Complete, the Supplies columns will be locked and a summary of all the non-zero items will be recorded in the Journal.