Parts & Stocks
How do I add items and inventory?
Yuman's CMMS software allows you to improve inventory management of the items, products and spare parts required for your maintenance actions. To benefit from this functionality, you must first import your database into the CMMS.
Go to the "Purchases / Stocks > Stocks" tab of the software, and click on "Actions > Import". From this window, you can download a frame in Excel format. You just have to integrate the data concerning the articles, spare parts and products of your inventory into it.
Once the file is completed, you can drop it in CSV format directly into the CMMS by a simple 'drag & drop'. In this way, you retrieve all the information concerning your stocks: name of the article, reference, brand, supplier, cost, selling price, applicable VAT, quantity available in the warehouse, minimum stock threshold, etc.
For optimal management of your data, you can consult the history of the imports made: date, name of the import and status of the operation - in progress, cancelled, completed.
Note that the procedure is the same for importing your customer data, sites and buildings, equipment and contacts. Software administrators can access it through Settings > Import data. For more information, see the question "Importing new data" .