Part collection workflow

Previously called: Set up part collection workflow.

This is where you can choose how your engineers will go about collecting their parts. This setting will affect your users' mobile app interaction.

Profile icon > Settings > Parts and Stock > Part collection workflow

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  • Setting your picking list to OFF means that your engineers will be able to access stock from the Store/Warehouse and take what they need without liaising with a stockroom manager. This can be useful as a low-maintenance way of having engineers take what they need, although it can be more difficult to manage the stockroom.
  • Putting your picking list ON means that your engineers will have a pre-defined list of stock to collect from the Store/Warehouse with their name associated, they can then use their app to scan and collect from the stockroom manager.

This setting can be changed after saving, but we advise you to consider your workflow to ensure your stock remains accurate.