Protected before the appointment
Available stock is allocated to a customer ticket before the service appointment, so tomorrow’s part is not used on another job today.
Reserve for a specific visit, then record what was fitted.
Stock follows the job: protected before the visit, held by a named technician during it, reconciled after it.
Illustrative workflow · sample records
Part of Catalogue, Availability & Allocation in Inventory Management. A stock balance only helps when it is the right part, for the right model, in a usable location.
Available stock is allocated to a customer ticket before the service appointment, so tomorrow’s part is not used on another job today.
Parts are transferred or issued to the assigned technician with an acknowledgement, so it is always clear who holds what.
What was fitted is recorded from the mobile job sheet. Unused items are returned and reservations are released when appointments are cancelled, through a recorded action.
Interactive, with fictional records. Select records and try the actions; the panel this module is about is highlighted.
Central stores → service centre → technician
Select a part to inspect compatibility and job allocation.
| Part / location | On hand | Reserved | Available |
|---|---|---|---|
| 30 | 6 | 24 | |
| 12 | 4 | 6 | |
| 22 | 3 | 18 | |
| 8 | 6 | 1 |
Duct kit · 150 mm
Aster 90 installation · Anita Rao
1 duct kit needed for the visit.
Reservation protects the part; issue records custody.
Job Reservations & Technician Kits is 3 of 3 modules in this area. Each one works on the same record.
Follow a spare from the warehouse to the customer’s appliance, with the service ticket connecting every reservation, issue, return and cost.
Link the SKU to appliance models, approved substitutes and stocking locations.
Check usable availability and allocate parts against the customer ticket.
Transfer from stores to the technician kit with a recorded acknowledgement.
Log fitted parts. Return unused stock and quarantine defective replacements.
Review job costs, count variances and open demand before the next purchase.
Reserves job stock, issues technician kits and reconciles returns.
Records fitted parts, requests additional spares and hands back unused or defective material.
Illustrative workflow · sample records
Separate what is on the shelf from what you can promise.
Illustrative workflow · sample records
Find the spare that actually fits the appliance.
We’ll map its models, locations and a live reservation on the call, from central stores to the technician’s kit.