How to manage PPE stock

The PPE stock is managed by PPE and size. Each time a PPE item is issued to an employee, the application automatically deducts one unit from the corresponding stock. Therefore, it is essential to register the initial stock before starting to create PPE requirements.

Steps to register the stock

1. Go to PPE > Configuration > PPE Types and enter the PPE type.
2. In the PPE Stocks tab, enter one of the sizes of the corresponding PPE.
3. In the Movements tab, click New.
4. Select PPE Reception in the Action field.
5. Fill in the Units field and click Accept.
6. Click Accept again and then Save.

Tip

You can perform this action either from the PPE type or from the PPE Stock list screen, interchangeably.

If needed, you can use another type of Action other than “PPE Reception”, such as Initial stock.

Caution

Register the stocks BEFORE the PPE requirements. The application automatically calculates the stock by size at each issue: if requirements exist without stock behind them, the first issues will cause inconsistencies.

Configure the minimum stock

The Minimum stock field defines the threshold below which the program generates a SmartStatus alert to the purchasing manager to replenish units.

Configure it on the detail screen of the PPE Stock corresponding to each size.

Note

• If the PPE type or the PPE is in Inactive status, the minimum stock controls are deactivated and purchase SmartStatus alerts are not generated. When reactivated, they are generated again as appropriate.
• The Size stock field in the Delivery detail tab of each requirement is automatically filled in when PPE-Size is informed and is recalculated when the requirement changes to “Delivered” status.

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Source: M-SO-20-19-01 “PPE User Manual”, version 1, 21/12/2020.