This guide will introduce you to the key features of Allmoxy's inventory management system: helping you keep track of your supplies, automate resource allocation, and optimize your workflow.
What You'll Learn:
- Connect Supplies & Orders
- Stay Stocked
- Ordering & Receiving
- Reporting
- Useful Tools & Things to Consider
Click on any underlined words to access more information on that topic!
Connect Supplies and Orders:
Allmoxy links inventory directly to your products, seamlessly allocating items to orders based on customer-defined selections and product details. (For example, a customer chooses under-mount drilling for an 18" deep drawer and Allmoxy will automatically allocate the appropriate size under-mount glides from inventory.)These allocated supplies show on the Resource Allocation tab inside each order, with a list of all the supplies tied to the products in the order. You can edit the allocated or used numbers if you need to change the final amount. You can also add rows of supplies manually if needed.
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Stay Stocked:
You can set minimum quantities for your supply items. When supply levels dip below that minimum, Allmoxy will populate that item on a "Need to Purchase" list for your inventory manager to review and generate Purchase Orders from. -1.png?width=501&height=301&name=Untitled%20design%20(17)-1.png)
Ordering and Receiving:
Allmoxy helps you create purchase orders for your vendors, check supplies into your inventory, and allows you to track inventory movements through the facility that are not tied to orders directly.Reporting:
Allmoxy provides multiple inventory reports for visibility across all stages of the purchasing and utilization of supplies, including:- Allocated Supplies: See which orders have reserved items. Filter by Supply Tags.
- Supplies in Use: Track supplies assigned to current In Progress orders.
- Supply Movement: Monitor where your supplies are located throughout your facilities. Filter by movement date, supply name, order number, or supply location.
- Resource Allocation: View supplies needed for all orders or total counts of each supply. Filter by order status and by entered, ordered, or shipped date. Group the results by order number or by supply item.
Useful Tools & Things to Consider:
- Special Items: For specialty items you rarely purchase, but still want to offer your customers, you can set the on-hand quantity to zero. This acts as a reminder to order them when an order requires them, without having to keep stock of rare/unusual items.
- Order Management: If an order requires a wait for a specific item, Allmoxy allows you (or your purchasing manager) to easily extend an order's expected ship date.
- Supply Updater: This tool helps with quick inventory adjustments, whether due to new vendor pricing or during physical inventory counts.
- Financial Integration (Optional): Allmoxy offers features like Purchase Order Batches and the Purchase Order Queue, allowing you to export purchase orders for a smoother integration into your accounting software.
- Company Size: Inventory management needs can vary. Smaller companies might buy supplies on demand or rely on customer-provided materials, while larger companies often have stricter controls due to cost and investor expectations.
- Start Small:
Implementing inventory tracking is a large project that requires much attention. If you're new to Allmoxy, our team recommends getting comfortable with the order processing and catalog before building out any inventory tracking. This will reduce the amount of inventory discrepancies and mistakes that result from transitioning to a new internal system.
Overall:
Allmoxy's inventory management system offers a powerful suite of tools to help you optimize your stock levels, manage resources effectively, and gain valuable insights into your operations. Remember, you can always explore Allmoxy's features at your own pace and customize them to fit your specific needs. Connect with your Customer Success Manager to learn more