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To be able to use the functionality, make sure that select the Enable Asset Management option is selected Workwear and Tools Accounting option on the Administration > Settings > Asset Management form. Then, select the Enable Workwear and Tools Accounting option on the same form.
Adding Item Categories for Types of Workwear and Tools
After that, you need to create item categories for workwear and tools. An item category groups similar items of workwear or tools with the same set of characteristics.
For example, you can create a Headwear category for any items of headwear with the same list of sizes, then, when you will be creating a particular item of headwear within this category, you will not need to provide a list of the sizes.
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Create categories for different types of workwear and tools that are used in your company. For each category of workwear such as headwear, shoes, or jackets, create a set of appropriate sizes as category's characteristics. You will possibly need characteristics for some tools categories too. For details, refer to Item Categories.
Adding Items of Workwear and Tools
After that, you can create master records for particular items within each category. To create a new item of workwear, open the Asset Management > Master Data > Items form.
Make sure that the required category is selected in the Category field. This will provide a set of characteristics for the item. For more details, refer to Adding an Item.
Defining Workwear and Tools Usage Rates by Position
Different items of workwear and tools have different useful lives. Besides, employees in different positions use some items differently with different frequency.
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Your company need to provide the employees with the workwear and tools so that at any moment they have all the items required by their position. Generally, the items remain in service during their useful life, and on expiration date they will be written off. However, if some items become worn out or damaged before their useful life ends, they must be written off and replaced.
FirstBIT FirstBit facilitates creating requests for workwear and tools and tracking the expiration dates while they are in usage. The following documents are used to support this functionality.
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Alternatively, you can manually create a list of tools and workwear items to be issued to specific employees. For details, refer to Creating a Workwear and Tools Issue.
Note. On posting of the document, the system generates a batch number that is assigned to all the items listed in the document.
If you need to issue the items from the source warehouse for which the Separate Inventory and Financial Documents option is selected on the Administration > Settings > Purchasing and Warehouses form, you also need to create a Goods Dispatch Note. For more information, refer to Goods Dispatch NotesNotes.
Workwear and Tools Returns
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Information about the items of workwear and tools that are in use by employees or that are subject to writing off is available via reports in the Asset Management module.
You can use the Workwear and Tools in Use report to view how many and which items the employees have in their use on the specific date.
The Workwear and Tools in Use report
To facilitate planning of workwear and tools purchasing, you can use the Planned Issues of Workwear and Tools report that shows the quantities of items that should be issued to employees and the quantities of items whose useful life will expire in each month of the specified period of the nearest future.
The Planned Issues of Workwear and Tools report
For more information on reports, refer to Asset Management: Reports.