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Parlevel - Stock App
Updated

Purpose

The Stock app by Parlevel Systems is available on iOS and Android mobile devices for vending and micro market operators, drivers, and technicians to use while servicing machine and market routes, viewing and completing technician tickets and invoices, as well as performing audits. This article details the processes for navigating the Stock app and using it to service online and offline machines.

There is an update to the Stock app detailing additional features to shrinkage reporting, which can be found here.

 

Navigating the App

  1. When you log in to the Stock App, all assigned routes that have been started or are ready to start are displayed

  2. To view the locations on the route, press the route you want to begin servicing. The address is displayed for each location, as well as the number of machines per location

  3. The next stop on your route is listed at the top of the list. Tap the location name to see what machines to service

  4. Not Serviced is displayed to the right of the machines that have not been serviced

  5. The next machine to service is listed at the top of the list. To service the machine, tap the machine name.

 

Servicing Machines

Online Machines

  1. Open the machine door

  2. Press the Fill/DEX button on the telemeter

  3. Take out the money

  4. Scan or manually enter the Money Bag number

  5. To enter the change that was deducted from the petty cash bag and used to restock the coin mech, tap Add Change

  6. To enter the total amount of refunds issued directly to the account during service, tap Add Refund

  7. To add any notes applicable to the machine, tap Add Note

  8. To view the amount of items to stock per slot, press Prekitting

  9. When you are finished servicing the machine, the Manual Parlevel button becomes the Inventory button

  10. To adjust the inventory, tap Add or Subtract buttons.

  11. To adjust the parlevel, tap Parlevel, and enter the adjusted parlevel.
  12. To make adjustments to inventory shrinkage that display on the Machine Waste Report, tap the [] downward caret and enter values for quantity additions (the Add field) and subtractions (the Expired, Damaged, Lost or Refunded fields).

  13.  Tap Save.

  14. Tap Save All.

 

Offline Machines

  1. Open the machine door

  2. Take out the money

  3. Scan or manually add the Money Bag number

  4. To enter the change that was deducted from the petty cash bag and used to restock the coin mech, tap Add Change

  5. To enter the total amount of refunds issued directly to the account during service, tap Add Refund

  6. To add any notes applicable to the machine, tap Add Note

  7. Tap Offline Service

  8. Enter the Cash Meter amount

  9. To adjust the number of items actually stocked per slot, tap Add or Subtract buttons

  10. To record any items pulled from the machine, tap Pulled

  11. Enter the quantity pulled

  12. Tap Save

  13. To finish servicing the machine, tap Save.

 

Additions

The Add Field

Each asset's inventory in Stock will now display the field Add when entering shrinkage for any product using the downward caret. Enter the quantity of items added back to the machine inventory after recording shrinkage. 

In addition, a new column Add is also available in the Machine Waste Report found in VMS Warehouse Analytics, which reflects the changes made in Stock. 

Link Waste Fields to Inventory Quantity

Each asset's inventory will display a toggle switch enabling the linking of shrinkage input to the inventory quantity. When toggled OFF, the items inputted as waste are not automatically calculated into the quantity displayed. We recommend this toggle remain ON for most Stock users. 

 

Please note that if the waste fields are linked to the inventory quantity, when the [+] button is pressed and the waste fields have non-zero values in them, units will be subtracted starting from the Expired field and continue moving right until the units subtracted equal the number added to the total. Similarly, using the [-] button will subtract units from the Add field until it reaches zero. 

Disable Direct Inventory Adjustment for Stock Users

Found in the VMS Company Settings under the Driver tab, there is now a toggle switch which disables direct inventory adjustment in Stock when the toggle is set to ON. In this case, drivers must use the Waste fields to make post-service inventory adjustments since the product quantity [+] and [-] buttons will not be present. We recommend this toggle remain OFF for most Stock users.