Automation: Return an item back to stock
- Kresimir Nikolic (Unlicensed)
- Marin Varvodic
Incorporating effective inventory management practices, including the proper handling and return of items to stock, can lead to more efficient operations, cost savings, and ultimately, increased customer satisfaction.
Before we start make sure the stock attribute is set up correctly.
The automation rule needs to be global for AQL branching. We will then use a filter to specify the rule to run only for a certain project and issuetype
Depending on how you plan to use Shoppie the automation rule may be different. In this example automation rule is set to run when an issue is set to done, meaning a vehicle is no longer in use or a worker is no longer using an item(offboarding).
The first step is to set a trigger for the rule to run, in this case it’s the following:
Second step is defining for which project and issuetype or any other criteria the rule will run for:
Next up we will use AQL branching to define for which Assets custom field should the stock attribute update, make sure to select the correct Schema:
As the Stock attribute needs to be INT type the final step is to update the attribute:
That’s it! In this example when an issue is set to done and an Assets custom field is present on the issue the stock attribute will update for that asset effectively returning an item back to stock.