Inventory Management in CoreBridge allows you to manually track and maintain accurate records of your materials and supplies. It helps you monitor the quantity on hand based on your most recent cycle count, set re-order points to prevent shortages, and ensure that purchasing decisions are made efficiently and proactively.

Note:  The Purchasing Module is an optional feature that may not be included in your CoreBridge package. To learn more about adding this module to your system, contact support@corebridge.net.

Updating Inventory

To use the Inventory Management tool, navigate to Purchasing Module / Inventory.

a. Parts can be filtered by Inventory Status, Part Category, or Part Type.

b. Search for the Part by name.

c. Check this to hide those items not kept in your stock.

d. The Status will automatically update based on your quantities entered.

• In Stock - The Qty on Hand is above the Re-Order Point.
• Re-Order Required - The Qty on Hand equals the Re-Order Point or less.
• Not Kept in Stock - No inventory information has been entered for this part.

e. Quantity on Hand - The most recent inventory count.

Note: This is entered manually.

f. Re-Order Point Quantity - The preset quantity at which you want to reorder an item to ensure adequate stock levels.

g. View Vendors -  View Vendor information including Vendor Name(s), Manufacturing Part Number, and Vendor Price. This information is set on the Part level in the Management Module. For more information on how to add vendor information to a part, please review the Associating Parts to Vendors article.

Note: See example below.

h. Click the Update button to record any changes you have made.

Note:  Inventory is not automated. Inventory counts are updated manually based on your most recent cycle count.

Example: