In order to do a stock disbursement or a stock take, you need to ensure all stock items have been added to your stock room with the correct stock category classification.
Step 1: Adding Stock Items
Navigate to the Stock Menu, Select the Stock Items Option.
On the right hand side select the + button to add a Stock Item.
A pop up window will open.
Select the Stock Category that the stock item belongs to.
Give the Stock item a name.
Enter a Stock Serial number and a Stock Tag number – the serial number and tag number can be the same.
Click Save when you are done.
Step 2: Adding Purchase Information
Click on the Purchase Tab to include the details of the vendor who supplies you with these stock items.
Input the Re order and Max Level fields if you want to ensure you never run out of stock or don’t overstock.
Click Save when you are done with step 1 and step 2 (optional).
Step 3: Setting up Email Alerts
In CASM you can set email alerts to notify you when re order levels of stock are needed.
Navigate to the settings icon to access the configuration section of CASM.
Select Notifications.
On the right hand side select the + icon which opens up a pop up.
Select the Stock & Re order level reached dropdown options.
Add the email address where these alerts will be sent.
