Driver Inventory: Library and Project Type Settings

Overview

Introducing Supermove's latest offering: Driver Inventory. It helps movers easily capture customer inventory at the start of their journey. The first step? Setting up driver inventory libraries. Just like our survey libraries, this feature allows movers to select items from a predefined list, making the process quicker and more efficient.

Create Driver Inventory Libraries 

Steps to Follow

1. Navigate to Settings, Inventory, Libraries, Driver Inventory

2. Click on the Create Driver Inventory Library button. Next, enter the name of the inventory and click Create

3. Once the library has been created, you will want to add Categories, Rooms, Cartons, and Items. Inventory added here will be available for the Crew Members to select from while reviewing inventory onsite

Importing Inventory

To save time, we have created pre-made files for all Inventory sections, which can me modified or imported to your account settings

To import, click on the CSV Dropdown under each section and pick Import via CSV to upload the matching files:

• Categories: driver-inventory-categories.csv

• Rooms: driver-inventory-rooms.csv

• Cartons: driver-inventory-cartons.csv

• Items: driver-inventory-items.csv

• Item Tags: driver-inventory-item-tags.csv

• Exception Locations: driver-inventory-exception-location.csv

• Exception Types: driver-inventory-exception-types

If you like, you can also export a template or your existing item list as a CSV, update it, and then upload it again. It's all about making inventory management simple and flexible for you.

Assigning Inventory Libraries to Project Types

By default, all projects will be set to the Default Inventory Library but you can choose to select different Libraries to use depending on the Project Type.

To assign inventory libraries:

1. Go to Settings, Project Types, Driver Inventory
2. Under the Inventory section, click Edit
3. Select the correct driver inventory library you want to use for jobs created using that project type
4. Click Save
5. Repeat this process for all jobs that require a different driver inventory library to be used