Inventory Management - Revision history

Guido.gastaldi: /* Master Warehouse Inventory */

2025-09-09T15:17:55Z

Master Warehouse Inventory

Guido.gastaldi: /* Master Warehouse Inventory */

2025-09-09T13:14:58Z

Master Warehouse Inventory

Guido.gastaldi: /* Master Warehouse Inventory */

2025-09-09T13:14:14Z

Master Warehouse Inventory

Mmoura: /* Inventory Overview and Scheduling */

2024-06-04T17:07:40Z

Inventory Overview and Scheduling

Sam: /* Ordering Responsibilities */

2024-02-02T17:44:50Z

Ordering Responsibilities

Sam: /* Purchase Order Policies */

2024-02-02T17:38:27Z

Purchase Order Policies

Sam: /* Updating Records */

2024-02-02T17:27:52Z

Updating Records

Sam: /* Updating Records */

2024-02-02T17:27:16Z

Updating Records

Sam: /* Inventory Overview and Scheduling */

2024-02-02T17:25:27Z

Inventory Overview and Scheduling

Sam: /* Inventory Overview and Scheduling */

2024-02-02T17:14:13Z

Inventory Overview and Scheduling

← Older revision		Revision as of 15:17, 9 September 2025
Line 49:		Line 49:

	'''Monthly Checks:''' HQ designates monthly inventory checks for the master warehouse and submits the information to Operations via email.		'''Monthly Checks:''' HQ designates monthly inventory checks for the master warehouse and submits the information to Operations via email.
−
−	~~'''Asphalt Delivery:''' By managing the calendar, Operations can coordinate asphalt deliveries, equipment rentals, and manpower, ensuring projects remain on schedule. For this, we use to main vendors:~~
−
−	~~'''Laurel Sand & Gravel: '''~~
−	~~Phone: 301-776-3919~~
−	~~Address: 5401 Van Dusen Road, Laurel, MD 20707.~~
−	~~Call to schedule 50-60 tons one or two days before needed. The charge is to Barry’s card ending 7719~~
−
−	~~'''Sunbelt Rentals:'''~~
−	~~Phone: 240-492-1540~~
−	~~Address: 8400 Pennsylvania Avenue, Upper Marlboro, MD 20772.~~
−	~~Website: [https://www.sunbeltrentals.com/login/ Sunbelt Rentals]~~
−	~~User: crystal@potholerepair.com~~
−	~~PW: MiL0t8220~~
−	~~Call or place the equipment order directly through the website using the provided link~~

	== Updating Records ==		== Updating Records ==

@@ Line 50: / Line 50: @@
 '''Monthly Checks:''' HQ designates monthly inventory checks for the master warehouse and submits the information to Operations via email.
-'''Asphalt Delivery:'''By managing the calendar, Operations can coordinate asphalt deliveries, equipment rentals, and manpower, ensuring projects remain on schedule. For this, we use to main vendors:
+'''Asphalt Delivery:''' By managing the calendar, Operations can coordinate asphalt deliveries, equipment rentals, and manpower, ensuring projects remain on schedule. For this, we use to main vendors:
-'''Laurel Sand & Gravel: '''
+  '''Laurel Sand & Gravel: '''
-Phone: 301-776-3919
+     Phone: 301-776-3919
-Address: 5401 Van Dusen Road, Laurel, MD 20707.
+     Address: 5401 Van Dusen Road, Laurel, MD 20707.
-Call to schedule 50-60 tons one or two days before needed.  The charge is to Barry’s card ending 7719
+     Call to schedule 50-60 tons one or two days before needed.  The charge is to Barry’s card ending 7719
-'''Sunbelt Rentals:'''
+  '''Sunbelt Rentals:'''
-Phone: 240-492-1540
+     Phone: 240-492-1540
-Address: 8400 Pennsylvania Avenue, Upper Marlboro, MD 20772.
+     Address: 8400 Pennsylvania Avenue, Upper Marlboro, MD 20772.
-Website: [https://www.sunbeltrentals.com/login/ Sunbelt Rentals]
+     Website: [https://www.sunbeltrentals.com/login/ Sunbelt Rentals]
-User: crystal@potholerepair.com
+     User: crystal@potholerepair.com
-PW: MiL0t8220
+     PW: MiL0t8220
-Call or place the equipment order directly through the website using the provided link
+     Call or place the equipment order directly through the website using the provided link
 == Updating Records ==

← Older revision		Revision as of 13:14, 9 September 2025
Line 49:		Line 49:

	'''Monthly Checks:''' HQ designates monthly inventory checks for the master warehouse and submits the information to Operations via email.		'''Monthly Checks:''' HQ designates monthly inventory checks for the master warehouse and submits the information to Operations via email.
		+
		+	'''Asphalt Delivery:'''By managing the calendar, Operations can coordinate asphalt deliveries, equipment rentals, and manpower, ensuring projects remain on schedule. For this, we use to main vendors:
		+
		+	'''Laurel Sand & Gravel: '''
		+	Phone: 301-776-3919
		+	Address: 5401 Van Dusen Road, Laurel, MD 20707.
		+	Call to schedule 50-60 tons one or two days before needed. The charge is to Barry’s card ending 7719
		+
		+	'''Sunbelt Rentals:'''
		+	Phone: 240-492-1540
		+	Address: 8400 Pennsylvania Avenue, Upper Marlboro, MD 20772.
		+	Website: [https://www.sunbeltrentals.com/login/ Sunbelt Rentals]
		+	User: crystal@potholerepair.com
		+	PW: MiL0t8220
		+	Call or place the equipment order directly through the website using the provided link

	== Updating Records ==		== Updating Records ==

@@ Line 9: / Line 9: @@
 '''Scheduling''': The Operations Team will schedule
-* '''For each yard: two regular monthly inventory checks- yard and truck on the same day'''. If the monthly inventory check date is in conflict with an emergency job, then the monthly inventory check will be rescheduled to another convenient date within the week. The Branch Manager and the Technician will conduct these inventory checks together, so both must be scheduled via the CRM task system.
+* '''For each yard: a regular monthly inventory checks- yard and truck on the same day'''. If the monthly inventory check date is in conflict with an emergency job, then the monthly inventory check will be rescheduled to another convenient date within the week. The Branch Manager and the Technician will conduct these inventory checks together, so both must be scheduled via the CRM task system.
 * '''A monthly task for the surveyor''' to call the branch manager about their current inventory status and needs in their car.

@@ Line 58: / Line 58: @@
 ====Ordering Responsibilities====
-'''Operations Team:''' Places orders for yard, truck, and surveyor supplies, makes payment, and has the items directly shipped to the respective yard. Uses the [https://docs.google.com/spreadsheets/d/1iRFjQ6SS0F6oaMlthn7AuDprVw3NVr2N/edit#gid=919409030 Operations: PHR Inventory Mastersheet 2023] to find the right items.
+'''Operations Team:''' Places orders for yard, truck, and surveyor supplies, makes payment, and has the items directly shipped to the respective yard. Uses the [[Operations: PHR Inventory Mastersheet 2023]] to find the right items.
 '''Admin Team:''' Places orders and processes payments for capital equipment.

@@ Line 68: / Line 68: @@
 '''Adherence:''' Items exceeding $800 in cost require a PO. The [[purchase order policy]] emphasizes the importance of selecting vendors based on the optimal combination of: price, delivery capabilities, quality, past performance, service capabilities, ease of ordering, and payment.
-'''Vendor Relationships:''' Operations Team ensures that the [https://docs.google.com/spreadsheets/d/1My0rRHUK1MacQNmwR2e2Qxjonjpq815-0wrOpsGp2Io/edit#gid=1866346512 Vendor Mastersheet] is updated regularly and uses it to build strong vendor relationships.
+'''Vendor Relationships:''' Operations Team ensures that the [http://18.207.158.143:8080/index.php/Vendor_Mastersheet Vendor Mastersheet] is updated regularly and uses it to build strong vendor relationships.
 == Receiving ==

@@ Line 51: / Line 51: @@
 == Updating Records ==
-Using the printouts sent to them by the Branch Managers, Operations Team will update and validate the Monthly inventory checks, using the[[PHR Inventory Calculation Sheets]].
+Using the printouts sent to them by the Branch Managers, Operations Team will update and validate the Monthly inventory checks, using the [[PHR Inventory Calculation Sheets]].
 Operations will then order items to replenish stock and have the orders directly shipped to the respective yards.

@@ Line 18: / Line 18: @@
 Operations team schedules the monthly inventory checks for the truck, surveyor vehicles, yard and warehouse. Branch Managers conduct truck, surveyor vehicle and yard stock checks at their respective locations and fill in the printed out sheets [[Employees PHR Inventory Mastersheet 2023]]. Branch managers then email the completed and final inventory sheets to the Operations Team. Operations team will then update inventory records, place orders to replenish yard inventories and follow up with branch managers to ensure they receive the orders in time. Operations team will follow up with branch managers to ensure that the inventory process is completed in time and to satisfaction.
-HQ Personnel: Conduct the master warehouse inventory using a printout of the [https://docs.google.com/spreadsheets/d/1RHT1dA530W2QOeoy01HkJDsVUGS2ZHSq/edit#gid=919409030 Employees PHR Inventory Mastersheet 2023] and email the final completed sheet to Operations.
+HQ Personnel: Conduct the master warehouse inventory using a printout of the [http://18.207.158.143:8080/index.php/Employees_PHR_Inventory_Mastersheet_2023 Employees PHR Inventory Mastersheet 2023] and email the final completed sheet to Operations.
 ====Truck Inventory====

@@ Line 16: / Line 16: @@
 '''Process:'''
-Operations team schedules the monthly inventory checks for the truck, surveyor vehicles, yard and warehouse. Branch Managers conduct truck, surveyor vehicle and yard stock checks at their respective locations and fill in the printed out sheets [https://docs.google.com/spreadsheets/d/1RHT1dA530W2QOeoy01HkJDsVUGS2ZHSq/edit#gid=919409030 Employees PHR Inventory Mastersheet 2023]. Branch managers then email the completed and final inventory sheets to the Operations Team. Operations team will then update inventory records, place orders to replenish yard inventories and follow up with branch managers to ensure they receive the orders in time. Operations team will follow up with branch managers to ensure that the inventory process is completed in time and to satisfaction.
+Operations team schedules the monthly inventory checks for the truck, surveyor vehicles, yard and warehouse. Branch Managers conduct truck, surveyor vehicle and yard stock checks at their respective locations and fill in the printed out sheets [[Employees PHR Inventory Mastersheet 2023]]. Branch managers then email the completed and final inventory sheets to the Operations Team. Operations team will then update inventory records, place orders to replenish yard inventories and follow up with branch managers to ensure they receive the orders in time. Operations team will follow up with branch managers to ensure that the inventory process is completed in time and to satisfaction.
 HQ Personnel: Conduct the master warehouse inventory using a printout of the [https://docs.google.com/spreadsheets/d/1RHT1dA530W2QOeoy01HkJDsVUGS2ZHSq/edit#gid=919409030 Employees PHR Inventory Mastersheet 2023] and email the final completed sheet to Operations.