Overview
Add controls and standardization to ensure consistent inventory data and improve efficiency for teams managing large volumes of parts.
Current Limitations
• Free-text notes create inconsistent data
• No approval thresholds for purchases
• No default workflows to guide users
• Bulk actions are not supported
General Example
During a large job, multiple parts are used or removed individually with inconsistent notes, making reporting unreliable and time-consuming.
Requested Enhancements
- Add standardized reason codes (dropdown):
- Used, Damaged, Lost, Sold, Discarded
- Add Quick PO approval thresholds:
- Configurable approval above set amounts
- Allow default inventory actions:
- Preselect common actions (e.g., “Used”)
- Enable bulk actions:
- Apply actions to multiple parts simultaneously
- Ensure all actions log user, timestamp, and reason
Business Value
• Improves data consistency and reporting quality
• Reduces user input errors
• Increases efficiency for large-scale operations
• Adds financial governance controls
