Regular Monitoring

• Daily stock checks
• Weekly low-stock review
• Monthly usage analysis
• Quarterly optimization

Proactive Ordering

• Request before stockout
• Consider lead times
• Plan for busy seasons
• Monitor trends

Request Best Practices

Complete Information

• Accurate quantities
• Clear urgency level
• Specific part numbers
• Delivery requirements

Communication

• Note special handling
• Explain urgency
• Provide context
• Follow up if needed

Transfer Best Practices

Efficient Processing

• Process requests promptly
• Group shipments when possible
• Use appropriate shipping
• Provide tracking always

Accurate Documentation

• Complete shipping details
• Include packing lists
• Document any issues
• Track costs

Receiving Best Practices

Timely Processing

• Receive immediately
• Verify thoroughly
• Update systems promptly
• Resolve discrepancies

Quality Control

• Check quantities
• Inspect condition
• Match to request
• Document everything

Common Scenarios

Emergency Part Request

Situation: Critical part needed immediately

• Request marked urgent
• Expedited transfer
• Direct delivery possible
• Track closely

Bulk Transfer

Situation: Seasonal stock movement

• Multiple items
• Large quantities
• Planned transfer
• Cost optimization

Inter-Technician Transfer

Situation: Tech needs part from another

• Mobile-to-mobile request
• Direct transfer
• Simple documentation
• Quick resolution

Return Transfer

Situation: Excess parts return

• Reverse process
• From truck to warehouse
• Credit truck stock
• Update records