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    Set Up Floating Inventory
    • 21 May 2023
    • 4 Minutes to read
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    Contents

    Set Up Floating Inventory

    • Updated on 21 May 2023
    • 4 Minutes to read
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    Article summary

    You can manage your stock of spare parts or upsell items using floating inventory.  Determine which team or driver is responsible for an item to keep track of its whereabouts easily.

    Floating inventory are items that are not connected with a specific order in Bringg. These items are always in the "ownership" of either the team or a driver, meaning the item is assigned as their responsibility. However, "custody" refers to whether a user acknowledged the item, usually while physically taking into their possession. For example, an item is assigned to driver A to take with them on their shift, when driver A scans the item before placing it on their vehicle the item is marked as in their custody.

    For example, a driver may collect extra inventory at the beginning of their shift. They may sell some of it to customers, transfer some to another driver who is in the middle of their shift and running low, and return the remainder to the team at the end of their shift.

    Drivers take and transfer custody of floating inventory using the Driver App (learn more), while dispatchers track the items in the Bringg Platform (learn more).

    Before You Begin

    • Contact your Bringg customer service representative to activate this feature.
    • Confirm you are using the Bringg Driver App.
    • Confirm you have a user of type admin (or dispatcher).

    Procedure

    Step 1: Add your inventory items to Bringg with a sku value. Learn more.

    Step 2: Designate an item as floating inventory and assign it to its first owner (either a team or driver) using the Create or Update Floating Inventory (upsert) API call. Learn more.

    Tip!
    You can also change the owner using this call. For example, assign the floating inventory item to a different driver each shift.

    Step 3: (Optional) Create an on-demand order by sending a Create Order API call that includes the item's sku under the inventory object. Learn more. 

    For example, your driver may travel with the necessary items, once an order arrives from the customer find the driver located closest to the customer and send the order to them.

    Step 4: Allow drivers to take custody of items by providing permissions through privileges.

    Grant driver permissions

     

    FieldDescription
    Take custody of floating inventory from driver
    		Allows a driver to take custody of items that are currently in the custody of another driver by selecting a button or scanning a code with the Driver App. This transfers ownership as well.
    For example, to transfer items to another driver who is running low on inventory.
    Transfer custody of floating inventory to team
    		Allows a driver to transfer custody of items back to the team by selecting a button or scanning a code with the Driver App. This transfers the ownership as well.
    For example, to return the floating inventory items to the fulfillment center at the end of the drivers shift.

    Step 5: View floating inventory items in Bringg. Learn more. 

    Step 6: Remove items from the floating inventory designation using the Soft Delete Floating Inventory API call. Learn more.

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