Managing and Tracking Phased Processes

Benefits

Ventipix Asset & Inventory Manager platform enables a business to be efficient in its entire production or service processes.

The platform makes it easy to discover bottlenecks in a production or service process as each phase can be tracked.

It also improves inventory planning as it makes it possible to determine which components need to be ordered for upcoming processes.

You can also track the costs involved with each production or service phase.

Getting Started

What you will need

Barcodes or NFC tags

If your inventories have existing barcodes, as long as they are unique for each inventory, you can use them to identify the inventory.

If you don’t have any barcodes or NFC tags, you can generate and print barcodes, or program the NFC tags.

Note:

• if you plan to scan barcodes with our iOS or Android app, be sure that they are in a supported format.
• with NFC tags, you can either use its serial ID or program it with your own unique values.

The Smartphone App

Download the iOS or Android app that will help you to scan barcodes, QR Codes, or NFC tags and update the status of the WIP.

You will need to create user accounts for those who should use the smartphone app, and also grant permissions to relevant sections or features of the app.

Note – although the smartphone app is recommended, you can use a webcam or Bluetooth/USB scanners to scan barcodes.

Using the work-in-progress (WIP) management features

WIP Records

The first step is to add records about the work in progress. Details can include attributes such as the product’s name, process name, project manager, order date, etc. These attributes are customizable, so you can capture any attribute that you want.

There are several ways to add WIP records to your account. They include filling in a form, CSV import, or via automation using Zapier or Microsoft Power Automate.

The quickest way to get started is by importing the WIP records from a CSV spreadsheet.

WIP Status

As the process moves from one phase to another, use the WIP Status feature to update the progress made. Customizable data can be captured during the update.

Inventory Adjustments

If you have inventory records that also get involved with the work in progress, you can indicate if adjustments should be made when updating a WIP record.

Asset Maintenance Jobs

If you have asset maintenance records, you can use the WIP features to track the maintenance job progress.

What next?

As you update the WIP statuses, the WIP section of the platform will show a current up-to-date overview of all the WIP records and their statuses.

You can change how the data gets formatted and presented on the table or what gets displayed on it, search for records, export them, format them, sync with other platforms e.g. Google Sheets or Microsoft Excel, and generate custom reports.

If you’re part of a team, you can add other team members as sub-users and assign them permission to access certain features.