Sites, Multisite Inventory and Transfers

Sites, Multisite Inventory and Transfers


Overview

Gearbox enables the management of multiple sites for stock control, which can also be referred to as Stores or Warehouses. It facilitates the tracking and adjustment of stock levels across different sites, including transfers between them. This article outlines the following steps: 
  1. Adding Sites
  2. Adding a new Part
  3. Adding parts to stock via a Purchase Order
  4. Transferring stock between Sites
This Feature is only enabled on request – please contact Support@gearbox.com.au to enable.

1. Add Sites (Warehouses):

This example uses 3 sites: Sydney, Melbourne and Brisbane. Click Add New to add a new site

 

2. Add a part

A new Part is added with Stocktake Item checked:


 

3. Purchase Order

Next a Purchase Order is created to order and receipt the parts for the site Sydney:
 

 

4. “On Order” status

The part now shows a count of 100 “On Order” (awaiting delivery) for the Sydney site.


 

5. Parts Received on Purchase Order

The Purchase Order is updated to acknolwedge that the parts have been received:


 

6. Parts in Stock

There is now a count of 100 parts in stock at the Sydney site:


 

7. Site (Warehouse) Transfer

A stock adjustment transfer is created to move some parts from Sydney to Melbourne:


 

 Multiple items can be transferred (Just one in this example)



The process creates 2 records: -40 for Sydney, + 40 for Melbourne


 

8. Parts Stock Updated at both sites (warehouses)

The Part now shows 40 items in Melbourne and 60 Items in Sydney

 

 

9. Parts Register View

When no site is selected, there is still a total of 100 items in stock:

 

 

If the filter is set to Sydney, the stock count of 60 for Sydney is displayed

 

 

The same if the Melbourne filter is applied:



 

 

 

 


    • Related Articles

    • Stock Adjustments

      Overview Gearbox allows for stock adjustments, which is the process of updating inventory levels to reflect accurate information. This adjustment can involve changing the quantity, value, or status of items in stock, serving to reconcile any ...
    • Two Factor Authentication (2FA)

      Overview Gearbox allows you to enable Two Factor Authentication (2FA) on your Gearbox account using the Microsoft, Google or other Authenticator apps for additional security of your account. If you have a preferred Authenticator application or do not ...
    • Parts Register

      Overview The Gearbox Parts module efficiently manages parts lists, ordering, stock control, and usage. Additionally, if enabled, it offers the capability to manage stock control across multiple sites. Please contact support@gearbox.com.au if you ...
    • Parts Usage on Service, Repairs and Tyres

      Overview Gearbox allows Parts to be recorded against Services, Repair and Tyre Work Orders. Adding Parts to a Workorder 1. Parts may be added to a Workorder by clicking the add button under Parts (1) Adding Parts to a Workorder - Service Work Order ...
    • Stocktake

      Overview Gearbox offers users versatile options for effective inventory management, whether conducting a thorough stocktake or making immediate adjustments. Users can choose to print comprehensive reports for stock assessments or input adjustments ...