You can access your Tooling by clicking on Inventory > Tooling.
Tooling is inventory tracked as an equipment used to produce a finished good or to complete a job. Generally ordered from vendors and can be reused for multiple jobs.
Click on "New Tooling" to begin creating a new Tooling. Below is a description of the fields on the form.
Tooling Name - This is a specific name of the Tooling.
Vendor(s) - Add any vendor(s) to a Tooling as applicable. This field is used to reference where the tooling is purchased from.
UPC - Existing Tooling UPC codes can be entered here.
Customer Part # - This field is generally not needed when creating a tooling.
Category - If you have different types of Tooling that are categorized, then create a new category for the Tooling or select an existing Tooling category from the dropdown.
Description - Add a general tooling description here for operators and employees to reference on the job ticket.
Stock Unit of Measurement - This is the unit that you'd like to use to track the Tooling. Units are categorized into three distinct types (weight, length, and quantity).
Initial Stock on Hand - This is the amount of Tooling that is currently available and in stock.
Cost Per Unit - This is the cost per unit. This is used to generate an average job cost in the system.
Unit Dimension - Add a dimension to the Tooling if applicable. This only displays when a weight or quantity unit is selected as a Stock Unit of Measurement.
Unit Weight - Add a weight to the Tooling if applicable. This only displays when a length or quantity unit is selected as a Stock Unit of Measurement.
Stock Inventory - Enable Stock Inventory if you'd like always have a certain amount of the Tooling on-hand. WorkClout will notify you when the inventory reaches the a % margin near the Safety Inventory.
Safety Amount - Enter in the amount of the inventory that you'd always like to have in stock.
Safety Margin - Enter in the percentage in which you'd like to be notified when to restock. (e.g. when Tooling amount is 10% near 100, then let me know to restock)
You're able to edit Tooling at any time. This includes the quantity and safety quantity.
You can edit by first locating the Tooling and then clicking on (•••) > Edit.
Note: If you're editing the quantity on the Tooling, our system will ask if you'd like apply the change to the sub-components as well before making the update.
Need to remove a Tooling? You can archive a Tooling by first locating it and then clicking on (•••) > Archive.
Archiving a Tooling will hide it from view and disable it from being produced in future jobs. You can unarchive a Tooling at any time.