- Overview
- Viewing an Inventory Model Schedule
- Viewing an Inventory Model Utilization Schedule
- Viewing an Inventory Group Schedule
Overview
You can quickly view the schedule of an inventory model or entire inventory groups without having to build a quote. This is helpful when a customer calls asking if you have something available during a certain time.
Viewing an Inventory Model Schedule
- Find the inventory model in the inventory tree.
- Right-click the inventory model name and click Schedule.... (Alternatively, you can click the Schedule option in the Workbench Menu when you have an inventory model page open.)
This will load a calendar with the availability details for the inventory model. The calendar will default to “Month” view, but you can choose “Day” or “Week” view as well. Click the green arrows to move forward or backward on the calendar.
Double-click on any day to open the Conflicts and Availability window for the item. This window contains several different tabs:
- Conflicts tab: Shows any job containing the item and is in a status that creates conflicts.
- Pending Returns tab: Shows any job containing the item that is returning soon or is past due.
- By Component tab: Shows the utilization and availability of each piece of a package.
- Availability Details tab: Shows additional details about the jobs the item is being used on.
Viewing an Inventory Model Utilization Schedule
- Find the inventory model in the inventory tree.
- Right-click the inventory model name and click Schedule...
- Click the Utilization tab along the top of the schedule page.
The Utilization tab shows a calendar listing the specific jobs that the item is being used on. Just like the on the Availability tab, you can choose “Day”, “Week”, or “Month” view.
Double-click on any job name to open the element.
Viewing an Inventory Group Schedule
How to view the availability schedule of an inventory group:
- Find the inventory group in the inventory tree.
- Right-click on the inventory group and click Inventory Group Availability.
This will load a screen that shows each model in the inventory group. You can choose search dates along the top of this screen.
