Parts & Inventory Management

  1. Features
  2. Parts & Inventory

Manage parts inventory from warehouse to field with real-time tracking, AI auto-PR generation when stock unavailable, barcode scanning, and automated reordering.

Round Infinity's Parts & Inventory Management ensures technicians have the right parts at the right time. Track parts from warehouse to van to job with two fulfillment scenarios: pre-stocked van inventory for immediate use, or on-demand requests from work orders with AI auto-generating purchase requisitions when parts are unavailable.

Manage warehouse stock, technician van inventory, and serialized equipment with barcode scanning, automated reordering based on min/max levels, stock transfers between locations, returns processing, and complete audit trails with consumption analytics across all jobs and technicians.

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🏭 Warehouse Stock Filter #2841 Qty: 248 Compressor Qty: 42 Thermostat Qty: 8 ⚠ Low Actions Transfer to Van Auto-Reorder Metrics 1,248 parts | $28k value ⚠ 3 items low stock Transfer 🚐 Technician Van Van Stock ✓ Filter #2841: 12 ✓ Compressor: 3 ✓ Thermostat: 4 Tech: Sarah K. Today's Jobs: 4 Two Scenarios → A: Use Van Stock Part available in van → Direct usage B: Request from WO Part NOT in van/warehouse → Auto-generate PR Scenario A: Van Stock Available ✓ Job Completed WO-2841 Filter used from van Inventory updated Scenario B: Part NOT Available Work Order WO-2842 Part requested ⚠ Not in van/warehouse Stock Check Check inventory ⚠ Not Available Trigger auto-PR 🤖 Auto-Gen PR PR auto-created PR-2025-0482 Compressor needed Approval → PO → GRN ✓ Approved PO-2025-1842 ✓ Received & stocked Parts Inventory Dashboard Inventory Metrics 1,248 Total Parts $28k inventory value 12 warehouse locations 94% Stock Availability First-time fix rate Parts in van when needed 3 Low Stock Items Auto-reorder triggered Below minimum levels 18 Auto-Generated PRs Parts requested from WOs Not in van/warehouse stock Usage & Consumption Scenario A: Van Stock 68 parts Used from van today Across 12 completed jobs Pre-stocked inventory Scenario B: WO Requests 18 PRs Auto-generated today Parts not available Procurement initiated Combined Metrics 86 total Parts requested/used today 68 from van + 18 via PR 79% fulfilled from stock
Warehouse & Van Stock Management
Track inventory across warehouse locations and technician vehicles. Transfer parts to vans, manage stock levels, and maintain real-time visibility of all inventory locations.
Dual Fulfillment Scenarios
Scenario A: Technicians use pre-stocked van inventory for immediate job completion. Scenario B: When parts unavailable, AI auto-generates PRs from work orders for procurement.
AI Auto-PR from Work Orders
When technicians request parts from work orders that are not in van or warehouse stock, AI automatically generates purchase requisitions without manual intervention for seamless procurement.
Barcode & Serial Tracking
Use barcode/QR scanning via mobile app for quick parts identification, receiving, transfers, consumption, and inventory counts with complete serial number lifecycle tracking.
Parts Consumption Tracking
Track parts used in service jobs automatically from van stock or via procurement, update inventory in real-time, add costs to invoices, and maintain usage history per customer/equipment.
Automated Reordering
Set min/max inventory levels and automatically generate purchase requisitions when stock falls below threshold with vendor integration and PO tracking.
Stock Transfers & Adjustments
Manage transfers between warehouses and technician vans with approval workflows, transfer tracking, and automatic inventory updates at both locations.
Return Management
Handle returns of defective or unused parts to suppliers with RMA tracking, credit processing, and automatic inventory and cost adjustments.
Inventory Analytics
Track stock levels, consumption patterns, van usage vs. WO requests, auto-PR metrics, first-time fix rates, and carrying costs with detailed dashboards.