It’s good practice to review and cleanse your data periodically to be sure that your data is working for you. Not sure where to begin? Follow our steps below.
Products
When you were first setting up the system, your Resources section was probably perfectly tidy and up-to-date. As you start to book out jobs, buy new gear, and move things in and out of the quarantine, it’s easy for things to become a little messy.
Keep your products and stock levels up to date to be sure you’ve got an accurate representation of your inventory.
If you’ve bought new products or stock levels, add them to your system.
Update existing product images or upload new ones.
No longer rent or sell something? Make it inactive.
Check and update product weights.
Inventory Check
Taking regular inventory checks can help you be sure that your availability is reliable and highlights any discrepancies in your stock levels.
With the Inventory Check, you can audit your whole product catalogue or check by product, product groups, stock type, or tags - it’s flexible depending on your workflow (or time).
People and Organisations
If you’ve found yourself putting together a job quickly for a new client and added the organisation against the opportunity, you may have missed out a few contact details. Edit the company in People and Organisations to add additional contact info - give yourself plenty of ways to reach them!
Check that addresses and contact details are updated and correct.
If duplicate organisations appear in your system, merge them.
Keep your list clutter-free by making organisations you no longer work with inactive.
Activities
Activities are a great way to remind yourself to do things, as well as recording what’s been done so that all of your team are in the loop. Tame those overdue activities.
Where you’ve done an activity but not completed it, and record the outcome.
Plan to do something later? Use the handy Reschedule action against an activity and enter a new date.
Opportunities
When gear’s going out as fast as it’s coming back, it’s easy to neglect your Opportunities section. Good housekeeping means that you’ll have a focused view of what needs your attention.
Finished a job, but have not updated the system? Check in the gear and finalise your products and services to mark as completed.
Review your inquiries and quotations. Mark as lost or dead if they’re no longer going ahead.
Started a Global Check-in and didn't finish it? See your previous sessions and mark them as completed.
Make it work for you and set up your system so that it automatically returns checked-in gear.