How to use the Asset Inventory system

Asset Inventory is an Advanced Module

The focus of the Asset Inventory module is to ensure that your Reservations and Sales teams don't run the risk of over allocating stock.

Odyssey's Asset Inventory system allows you to manage and allocate your bike stock. It is available from multiple locations within Odyssey, via the pop-up, quick access menu.

To learn how to set up Inventory Management, click Here

To access Asset Inventory

Odyssey's Asset Inventory system can be accessed in three ways:

From anywhere the Quick Access Menu | Asset Inventory button is available

or from the Main Menu | Departure Dashboard | Options panel,

The Inventory system can be accessed via the Main Menu | Departure Dashboard | Options panel

or from the Bookings, Assign menu

Key:

Red = Booked, Blue = allocated for servicing, Yellow/orange = allocated days for relocation (These colours can be changed via the Asset Status settings)

Features:

A month's worth of stock bookings is presented, with arrows to move backwards and forwards by day (inside arrows) or by month (outside arrows).
This view will be able to be filtered by Trail / Category, as your asset inventory is recorded at this level
Show managed only: Turning this tick on allows you to shorten the list of stock in this view, to only those items marked "managed". This means only the items which are important for you to manage show in this list, and other less important items, such as child carriers, or tandems, are not. This can be unticked again to view all stock items.
Calendar - arrows go forward and back single days or whole months
Hover - will show you the departure code, and the name of the Departure
Clicking on a coloured box will open a mini window with full details.

Pre & Post days can be allocated

Pre and Post days can be allocated at a Departure/Trip | Master level.

This allows for each Bike type to have a different number of Pre / Post days, eg:

There maybe a difference between the amount of servicing each different Bike model requires
Or based on the duration of each Master, there maybe different amounts of POST servicing required... ie: less days for a small number of hire days, or more days if it was in use for longer.

Users will be alerted if they accidentally try to allocate a bike which has already been allocated.

Inventory status legend

Available from pop up menu when the Asset Inventory window is open

To put a bike on hold

If a customer or prospective customer calls, making an enquiry about the availability of bikes, you can view the Asset Inventory system, find a suitable space, and put that space on hold for your client.

From the asset Inventory screen

select the location from the drop down list
select the Bike Model, and size required
if necessary, navigate using the orange arrows to the correct part of the calendar
find a space in the calendar which you think is suitable to fit this bike allocation and click on the start date of the appropriate/free bike identifier

A popup window will appear, select On Hold from the drop down list

The Asset Inventory calendar will now show your "on hold" booking in the calendar. The colour of the on hold records is determined from your Company's admin settings. Learn about those settings Here.

Changes can be made to this on hold booking, simply by clicking on it. You are able to change the dates, assign this bike booking to a Departure's Booking, or delete it.

To allocate a bike while on a booking

From the Client's Booking | Resources | Bike tab, ensure the client's height and bike model have been correctly entered, and days created
click the Allocate button (Previously View Inventory)

the inventory calendar appears, with details from your client's booking across the top of the screen
ensure the correct trail has been selected, and the correct bike model and size
find a gap in the calendar to fit the bike allocation, and click on the first day of the client's departure in the calendar, e.g. 25 Jan in the example below