Guide to Using the PaperDrop Stock Feature

Link to Video Guide

https://loom.com/share/173e95d3ee404729a21100b1fb4a9ef3

1. Introduction to Stock Feature

• Overview of the PaperDrop stock feature.
• Introduction of the new stock manager role.

2. Assigning Stock Manager Role

• Access user profile settings.
• Navigate to preferences and admin settings.
• Drag and drop the stock manager role to grant access.

3. Viewing Stock Items

• Access the stock button on the left-hand side.
• View details of stock items:
  • Item name
  • Part number
  • Supplier
  • Storage location
  • Quantity
  • Cost
  • Check total value of stock.

4. Managing Stock Locations

• Filter stock by locations.
• Set default customer sites as stock locations.
• Enable stock tracking for assets (e.g., vehicles, warehouses).

5. Stock Actions

• Export stock data at any time.
• Edit stock details (location, quantity).
• Move stock items to different locations.

6. Allocating Stock to Jobs

• Allocate stock items (e.g., solar panels) to jobs.
• Monitor stock value reduction and job value increase.

7. View Allocated Stock

• Access the allocated stock tab.
• View details of allocated stock:
  • Job allocation
  • Value of stock items
  • Allocation details (who, when, from where).

8. Add New Stock Items

• Click the plus button to add stock items.
• Filter materials from the materials list.

9. Stock in Jobs

• Access stock tab within job financials.
• View allocated stock details for the job.

10. Using Stock in Purchase Items

• Add items via purchases and choose to use stock items instead.
• Understand how stock items affect purchase orders.

11. Monitoring Live Stock Allocation

• Stock allocated to completed jobs is removed from the list.
• Ensure all stock is accounted for before job closure.

12. Conclusion & Support

• Reach out for help via the life ring at the bottom.
• Contact support via email or phone for assistance.