01What it is
Consumables are stock products used up during work: oils and fluids, grease, bolts and fasteners. In the workshop's default classification they have their own category with the groups Oils and fluids, and Bolts and fasteners.
The screen shows the Materials and parts catalogue. To see consumables only, pick their category in the classification filter.
Every product has a unit and can have a pack size, for example a litre in a five litre can. There are three prices: purchase cost (for people with access to finance), retail price and price in the job.
- LIKE PARTS
- Consumables in the same catalogue, with stock and minimum.
- PACKS
- Unit, pack size and pack unit.
- THREE PRICES
- Purchase cost, retail price and price in the job.
02What it is for
Material on the bill
Oil and fluids added to a job at the price in the job, not for free.
Never out of oil
The Below minimum only filter shows what to reorder.
Know what you use
The Parts and usage report shows consumption on jobs.
A tidy catalogue
Groups and subgroups keep consumables apart from parts.
03Main options
The screen opens the stock catalogue with tabs: Materials and parts, Services, Tools, Suppliers, and Groups and subgroups.
The stock product catalogue
A list of products with stock and prices.
- Columns: product, category, stock, purchase cost (with access to finance), retail, in the job
- Filters: classification, whole catalogue or below minimum only, search
- Below minimum on this list is counted from physical stock, without deducting reservations
Name, unit and prices
The same form as for parts.
- Name, group, subgroup, make, variant, SKU
- Unit, pack size and pack unit
- Purchase cost, retail price, price in the job
- Active: available in quotes, jobs and stock
Catalogue classification
A tab with product groups and subgroups.
- The consumables category with its groups
- The same classification in the list filters
04Tasks step by step
- STEP 1Open Modules › Inventory › Consumables and choose Add a product.
- STEP 2Enter the name, pick the Oils and fluids group, the unit (for example litre), pack size and pack unit.
- STEP 3Enter the purchase cost, retail price and price in the job, then save. Enter stock with a stock correction.
- STEP 1In the classification filter pick the consumables category or one of its groups.
- STEP 2Add the Below minimum only filter to see what to reorder.
- STEP 1Open the product for editing and untick Active.
- STEP 2The product disappears from selection in quotes and jobs. A product with history cannot be deleted.
05Actions
The most common tasks around consumables.
Add a product
A new material in the stock catalogue.
Correct stock
Stock and minimum in a location.
Below minimum
Consumables to reorder.
CSV export
The catalogue from the current filter in one file.
06What it connects to
Choose a module to see where consumables are used.
Stock levels
Consumable stock in every location and stock correction.
Go to the topicStock levelsPrice list import
A supplier price list import updates purchase costs or creates new products.
Go to the topicPrice list import