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.
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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.
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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!
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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.
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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.
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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.
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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
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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 Go! |
Autotask Pro |
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| Unlimited Product Categories and Inventory Items | X | |
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| Configurable Inventory Security Settings | X | |
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| Complete Inventory Item Histories | X | |
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| Robust Inventory Search Functions | X | |
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| Supports Multiple Inventory Locations and Transfers | X | |
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| Integrated Purchase Order Management | X | |
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| Swap Configuration Item Wizard | X | X |
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| LiveReport Designer | X | |
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Best of all, it’s seamlessly integrated with related modules in your Autotask System to streamline your workflow, eliminate duplicate entry and reduce errors.
Yes, you can afford it!
It's hard to believe that a service that is as comprehensive and mission critical as Autotask can be so affordable. The fact is, you can get going with our industrial strength platform for as little as $29 per month, with no upfront fees for a single user with Autotask Go!. And even our most powerful product, Autotask Pro, can be had for less than what you charge for a single hour PER month of billable time per user. Ask one of our reps for your personalized ROI calculator.
You'll be amazed at how such a small investment can generate such a huge impact to your bottom line. Better yet, don't take our word for it...check out what our customers have to say about the positive impact Autotask has had on their businesses.
Personalized ROI calculator Buy Autotask Go! Request a Demo of Autotask Pro
