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Inventory

Autotask’s Inventory Module streamlines and automates the chore of adding, editing, tracking and billing inventory items – no matter where they’re located. Quickly generate and process purchase orders, associate inventory items with Projects or Ticket costs, and the new Swap Configuration Item wizard makes managing inventory in the field a snap.

  • Add, Maintain And Report on Unlimited Inventory Items

    Autotask lets you add, edit, track, maintain and report on an unlimited number of Inventory items across a wide variety of product types, by location. Search and report on any combination of Vendor, Product Name or Description, Location, Condition, Units on Hand, on Order and on Back Order. Add or Edit Inventory Items from the Add/Edit Pop-Up or from the Swap Configuration Item Wizard.

  • Track Inventory Across Unlimited Locations

    Autotask lets you maintain, track and report on Inventory at an unlimited number of locations. No more wondering how many printer cartridges are in a tech’s car instead of on the shelf in the warehouse!

  • Transfer Inventory Items

    The Transfer Inventory Item screen lets you track items as they move – from warehouse to a service technician, to a group or to a customer – instantly. Especially useful for maintaining control of high-volume, serialized stock – and you can review a full transfer history at any time.

  • Seamless Purchase Order Integration

    To order new inventory, just right-click an item and choose Order Inventory Item. The New Purchase Order screen opens, pre-populated with all the relevant info. Want to order additional items from the same vendor? Just click the New button and choose your items from the product selector.

  • Assign Inventory Items To Accounts

    To associate an Inventory Item with an Account, just add the item as a Ticket or Project Cost. You can also associate an item with an Account when you use the Swap Configuration Item Wizard to replace an existing item.

  • Complete Purchase Order History

    The Receive Purchase Order pop-up allows you to record when items are received, how many were received and by whom and to record serialized products. The module automatically records the status and number of items received and retains that in the Purchase Order History

  • Swap Configuration Item Wizard

    The Swap Configuration Item Wizard automates the process of replacing an on-site customer configuration item with an item from inventory – and returns the outgoing item back to inventory. Just select the new item, choose how you want to handle the outgoing item and who to notify of the change.
 FEATURE COMPARISON Autotask
Pro
Unlimited Product Categories and Inventory Items X
Configurable Inventory Security Settings X
Complete Inventory Item Histories X
Robust Inventory Search Functions X
Supports Multiple Inventory Locations and Transfers X
Integrated Purchase Order Management X
Swap Configuration Item Wizard X
LiveReport Designer X
Swap Configuration Item Wizard. The new Swap Configuration Item Wizard automates the process of replacing on-site customer configuration items with items from your inventory. You just complete a few steps and your finished… Select the new item, decide how you want to handle the outgoing configuration item (and any associated tickets), and indicate who should receive the automatic notification of the change.
If your clients rely on you for hardware and IT product fulfillment, you already know how challenging inventory asset management can be. Autotask’s Inventory Module provides accurate, timely information on virtually even item in your hardware supply chain to improve your customer service, minimize fulfillment costs and better manage your inventory – even across multiple locations.

Best of all, it’s seamlessly integrated with related modules in your Autotask System to streamline your workflow, eliminate duplicate entry and reduce errors.

Case Study masterIT Good To Great: How one IT company is transitioning their IT services business with Autotask Download