Stock control

The stock control function offers you comprehensive options for the efficient management of your stock. Below you will find a detailed list of the main functions:

1. Supplier list: You can create a list of your suppliers and keep it up to date. This function enables centralised management of all relevant information to ensure a smooth procurement process.
2. Product list: Add new products, update existing information and always keep track of your entire product portfolio.
3. Item information: Record detailed information about each item in your warehouse, including the quantity, exact storage location, risk category and order level.
4. Automatic stock deduction: Used items are automatically deducted from stock. This can be done both via the mobile app and the office software, saving time and minimising human error.
5. Display of products to be ordered (warehouse management evaluation): Order planning is made easier and optimises the entire procurement process.

In the office software, you will find the stock control function on the home page or under Equip company.

1. Supplier list

Suppliers are companies from which you order new items, e.g. bait stations, fly lamps, glue traps, office paper or waste bins.

Before you create items, you should first create a supplier list.

Click on Suppliers under Equip company.

There will be one or two suppliers that PestScan created for you when you used PestScan for the first time. You can delete or edit the suppliers if you wish.

Here you will see a list of your previously added suppliers. You can edit or delete these at any time.

To create a new supplier, click on the New button and enter the details of a supplier.

Figure 1 Create supplier

Click on Save to create the supplier.

Note: Only the first field Supplier (name of the supplier) is required.

2. Product list

To create a list of products, click on Articles under Setup system.

Here you can create a list/table of articles that you use in your company. You can edit or delete the individual items at any time.

Figure 2 Create product/article

3. Add article

To add a new item, click on New at the top and enter the general information about the item under General.

Under Supplier, you have the option of entering the supplier from whom you purchase the item. 

In order to add the item correctly to your stock and store it in the stock control, you must fill in all the required information under Stock.

Order level

 If the number of items falls below this value, new stock should be ordered.

Preferred stock

 The optimum number you would like to have in stock.

Number to order

 Number of a new order when you order from your supplier

Click on Save to add the item.

To store a suitable document for an item, you can click on Edit on the right after creating the item and upload a new document under Documents or link an already uploaded document.

Figure 6 Upload/link document

If you want to link a document, you must first upload it in the document list under your items.

4. Automatic stock deduction

During a visit to a customer, the technician can document which item was used and what quantity. The items created are displayed in a work order under material usage. It is also possible to document the material used under Control points.

Figure 7 PestScan app material consumption

If you have added the item correctly and filled in all the required information, the item or quantity is automatically deducted from your stock once the work order has been sent.

In the office software under stock control, you can check which items you still have in stock. The item, category, unit, quantity and storage location are displayed in the table.

Figure 8 Article stock control

Click on the screenshot to enlarge it.

On the right-hand side of the table, you can see which employee has used which item or which quantity of it.

Click on Mutate stock to edit your stock. You can select an item that you have purchased, for example. Then document the source, the supplier and the quantity.

You can also move items from one stock to another, if you have given an item to an employee or if they have taken it from the warehouse. 

If you click on Edit all, you can edit the displayed table completely.

5. Display of products to be ordered

Analyses stock control

Click on Report in the left-hand menu and then on the Report stocks button.

Figure 9 Analyses - Stock management

Here you can see an overview of your items and the current status of your stock.

You can use various filters to look for specific categories or you can select a specific employee and see whether they still have enough items.

Figure 10 Stock management diagram

The blue bar shows the number of items in your stock.

The red marker shows the optimum stock level. If the blue bar is shorter, you should order new goods from your supplier. 

To view stock transactions, select Stock transactions in the Report type drop-down list. It is possible to display the transactions by customer, technician, item or category.

Figure 11 Analyses - Warehouse management - Warehouse transactions

Customer service

If you have any questions, our dedicated customer service team is at your disposal. Our support team is ready to help you with any concerns and offer solutions to ensure that you can work without any problems. 

Email us at: support@pestscan.freshdesk.com

Call us at: +31 182 796 080 

Your feedback is very important to us as it helps us to continuously improve our software. Please do not hesitate to send us your suggestions or feedback. 

Thank you for choosing our software. We wish you every success in using PestScan and hope that it fulfils your expectations.