Setting target quantity levels for your assets ensures that you always have the right amount of equipment on-site, preventing shortages or overstock. Align's Job Stock feature allows you to set Low, Target, and High Quantity levels for each asset, helping you maintain optimal asset availability on your projects.
Please Note:
User roles must be configured to allow a user to access/view, add/edit, or delete Job Stock. This can be done clicking on Configuring User Roles under the Administration section in the main left-hand menu.
Select the role you want to configure and and click Edit, or click on Create New to start a new user role.
Click on the toggle switch under the Inventory heading. This will grant viewing access to all permissions listed under Inventory.
Enable the additional desired access to the Job Stock by checking the appropriate boxes.
Click Save on the user role
Steps to Set Job Stock Target Levels
Navigate to Job Stock
First, open the Align Asset Management platform and select Job Stock under the Inventory section in the left-hand menu.Select a Project
Choose the project for which you want to set quantity levels by using the dropdown menu. Any assets already assigned, requested, or purchased for this project will appear here.View Assets & Quantity Columns
If no target levels have been set, the Low Qty, Target Qty, and High Qty columns will appear blank for each asset.Access Job Level Manager
To set quantity levels, click on Job Level Manager in the upper right corner of the screen. This will allow you to assign Low, Target, and High quantity levels.Set Quantity Levels
Low Qty: The minimum quantity you want available before reordering.
Target Qty: The ideal number of this asset to have on-site (must be higher than the Low Qty).
High Qty: The maximum amount of this asset before you need to stop ordering (must be higher than the Target Qty).
Save Target Levels
After setting the desired levels, click Save to save the updated target levels.Return to Main Job Stock Page
Click Back to return to the main Job Stock page. The new quantity levels will now appear in the relevant columns for each asset.Visual Indicators for Quantities
If an asset’s quantity falls below the set Low Qty level, the quantity will be highlighted in red.
If the quantity exceeds the set High Qty level, the quantity will be shown in light blue.