Stock

The Stock module in Turfpal is your central hub for inventory management across all warehouses. This comprehensive guide will help you master stock control, optimize inventory levels, and streamline your turf management operations.

Accessing Stock Information

1. Navigate to Resources > Stock in the sidebar menu.
2. You'll see a list of warehouses on the left and stock details on the right.

Viewing Stock Levels

1. Select a warehouse from the list on the left.
2. The right panel will display all products stocked in that warehouse.

For each product, you can see:

• Units in stock
• Demand
• Available units
• Backorder amount
• Added in stock date
• Expiration date
• Current market price

tip

Use the "Free text" search at the top to quickly find specific products or warehouses. You can also use advanced filters to sort by category, expiration date, or stock level.

Managing Stock

Adding Products to Stock

1. Click the "Add product" button in the warehouse view.

2. Fill out the "Add product in stock" form:

   • Active: Toggle on to make the product active in this warehouse.
   • Allow to order more than in stock: Enable if backorders are allowed.
   • Warehouse: Confirm the correct warehouse is selected.
   • Product: Choose the product from the dropdown.
   • Unit of measure: Select the appropriate unit.
   • Unit size: Enter the size of each unit.
   • Units purchased: Input the number of units bought.
   • Units in stock, Demand, Available: Enter current stock information.
   • Current market price: Update the current price.
   • Expiration date: Set if applicable.
   • Added in stock: Date is auto-filled but can be adjusted.
   • Comment: Add any relevant notes.

3. Click "Save" to add the product to the stock.

Updating Stock Levels

1. Click on the "Actions" dropdown next to a product.
2. Select "View stock" to see detailed stock information.
3. Update quantities as needed.
4. Save your changes.

caution

Accurate stock management is crucial for effective turf management. Regularly update stock levels to reflect actual inventory.

Advanced Stock Features

Batch Tracking

For products like fertilizers or pesticides, Turfpal allows you to track individual batches:

1. When adding stock, click "Add Batch Information."
2. Enter the batch number, manufacturing date, and any specific notes.
3. You can then track the usage and expiration of each batch separately.

Automatic Reordering

Set up automatic reorder points for critical products:

1. Go to the product details in the Stock module.
2. Set a "Reorder Point" and "Reorder Quantity."
3. Turfpal will alert you or automatically generate a purchase order when stock reaches the reorder point.

Multi-Location Transfers

Easily move stock between warehouses:

1. Select the product you want to transfer.
2. Click "Transfer Stock" from the Actions menu.
3. Choose the destination warehouse and quantity to transfer.
4. Turfpal will update stock levels in both locations automatically.

Stock Alerts and Notifications

Turfpal offers a robust alert system to keep you informed:

• Low Stock Alerts: Set custom thresholds for each product.
• Expiration Warnings: Get notified before products expire.
• Overstock Notifications: Avoid tying up capital in excess inventory.
• Usage Anomalies: Be alerted to unusual spikes or drops in product usage.

Configure these alerts in the Stock module settings to suit your specific needs.

Reporting and Analytics

Generate comprehensive reports to gain insights into your inventory:

• Stock Valuation Report: Track the total value of your inventory over time.
• Product Usage Trends: Identify seasonal patterns in product consumption.
• Stockout Frequency Report: Pinpoint products that frequently run out of stock.
• Slow-Moving Inventory Report: Identify products with low turnover rates.

Use these reports to make data-driven decisions about purchasing, storage, and product mix.

Use Case: Seasonal Transition Management

Let's walk through a practical example of using the Stock module during a seasonal transition:

Scenario: Transitioning from Summer to Fall

1. Inventory Assessment:

   • Run a "Current Stock Levels" report for all warehouses.
   • Identify summer-specific products (e.g., certain herbicides or summer grass seeds).

2. Usage Projection:

   • Use the "Product Usage Trends" report to estimate how much of the summer products you'll use before the season ends.

3. Stock Adjustment:

   • For products with excess stock, initiate transfers to centralize storage.
   • Update "Reorder Points" to prevent unnecessary purchases of summer products.

4. Fall Preparation:

   • Run a "Low Stock Alert" report focusing on fall-specific products (e.g., winterizers, fall fertilizers).
   • Use the "Add product" function to input any new fall products.

5. Supplier Coordination:

   • Generate a "Reorder Report" for fall products.
   • Use this to create purchase orders or communicate with suppliers.

6. Team Communication:

   • Use the "Stock Status Summary" report to brief your team on the transition plan.
   • Highlight products being phased out and new products being introduced.

7. Continuous Monitoring:

   • Set up custom alerts for key fall products to ensure adequate stock throughout the season.
   • Regularly review the "Stock Valuation Report" to ensure your inventory value aligns with seasonal expectations.

By leveraging these Stock module features, you ensure a smooth transition between seasons, minimize waste, and maintain optimal inventory levels for efficient turf management.

Best Practices

1. Regular Audits: Conduct physical inventory counts monthly, reconciling with Turfpal records.
2. FIFO Management: Use the batch tracking feature to ensure First-In-First-Out usage, especially for perishable items.
3. Safety Stock: Maintain safety stock levels for critical products, calculable through Turfpal's inventory optimization tools.
4. Cross-Training: Ensure multiple team members are proficient in using the Stock module to maintain continuity.
5. Integration Utilization: Leverage integrations with the Planner and Reporting modules for comprehensive operational oversight.
6. Seasonal Reviews: Conduct thorough stock reviews at the start and end of each major turf management season.
7. Supplier Alignment: Share relevant stock reports with key suppliers to improve order accuracy and timing.

success

By mastering the Stock module, you're not just managing inventory – you're optimizing your entire turf management operation, ensuring you have the right products in the right quantities at the right time.