Product Allocation & Management

Created by Harriet Medlicott, Modified on Tue, 10 Jan, 2023 at 1:24 PM by Harriet Medlicott

Pitstop

Stock Management

Products available for stock counting will be visible to your site(s), along with the last invoiced date a site purchased that product (if applicable). Products will show as stock managed and unallocated. Stock managed products need to be allocated to the created store room(s) they are physically stored in. In doing this, they will be available to count when completing a stock check. We recommend allocating no more than 100 products to a store, but of course you can manage this to suit your organisation best. Sometimes smaller stock lists seem a little less daunting!

Products marked as not stock managed will be archived and no longer show as unallocated. This can be reverted should the site start stocking that particular product. Ensuring there are no unallocated products for a site will help reduce any gaps in a stock check, making managing stores much easier.

Click on images within this article for easier viewing.

TABLE OF CONTENTS

Getting Started
Finding Products
Allocating & Unallocating Products
Stock Managed & Not Stock Managed
Advanced Tools
Manage Stores
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Getting Started

Select the Pitstop module from the left-hand navigation bar
Click Select on the site you would like to manage
Select Unallocated product(s)...alternatively, click Products & stores

Products & stores. This will take you to the Product Allocation page. Products shown will be those that are stock managed only and are either allocated or unallocated products.

Unallocated product(s). This will take you to the Product Allocation page. Products shown will be those that are stock managed only and are unallocated. If you have no unallocated products, this alert will not show.

Finding Products

Within the Product Allocation page use the available search functions to help find your products. Select More options to expand these:

Allocating & Unallocating Products

Allocate stock managed products to stores they physically sit in, ready for counting. Unallocate products if they are no longer being stocked.

There are two ways to manage this...

Option 1

Click the drop-down (as shown below)
Select/deselect the store(s) to allocate/unallocate the product

Option 2

Select a store
Use the toggle to allocate/unallocate products to that store
Use the search functions to view products in a particular store

Stock Managed & Not Stock Managed

Products shown are based on site purchases within the organisational group. A last invoiced date will show against products to advise when a site last purchased that item. Marking products as stock managed or not stock managed helps keep stores organised. Products that have not been invoiced for some time and are no longer physically stocked can be marked as not stock managed.

To manage this...

Select/deselect the checkbox (as shown below)
Use the Stock managed drop-down to help search for stock managed and not stock managed products

Advanced Tools

This feature will need to be enabled on your Pi profile - contact the Pi Helpdesk and request for Powertools to be added. Using Advanced tools will help manage any bulk changes.

To do this...

Click the Advanced tools drop-down
From the provided options, select the required bulk change

Bulk changes will be made to products based on the search criteria.
If allocating products, we recommend allocating no more than 100 per store (bulk allocating will allow 200 max).