Course Code: INV-01
Goal: Understand CUBE’s inventory capabilities and ecosystem, and recognize how inventory management connects to the broader CUBE project, service, and financial workflows.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Introductory (Ideal for warehouse managers, project managers, service coordinators, and purchasing agents)

Resources Provided:

• Inventory Module Navigation Guide
  
• Inventory Lifecycle Diagram
  
• Mobile App Inventory Overview Sheet
  
• Vendor and Parts Management Quick Reference

Learning Objectives

By the end of this session, participants will be able to:

• Access and navigate the Inventory Module and its core submodules.
  
• Understand the purpose of each Inventory component: Vendors, Parts, Materials, Purchase Orders (PO), Inventory Levels, and Reports.
  
• Recognize the role of mobile scanning and field updates in real-time inventory control.
• Comprehend the strategic importance of inventory management within the full CUBE lifecycle, from estimating through execution and service.

Session Agenda

INV1.1 Accessing the Inventory Module

• Navigation from CUBE Home Screen.
  
• Overview of user roles and permissions for Inventory access.
  
• Introduction to desktop vs. mobile interfaces.

INV1.2 Overview of Core Submodules

• Vendors: Managing supplier profiles and default purchase settings.
  
• Parts: Creating and cataloging individual stockable items.
  
• Materials: Tracking material groups and assembly items.
  
• Purchase Orders (PO): Creating and managing procurement activities.
  
• Inventory: Real-time tracking of stock quantities and locations (main warehouse, trucks, field).
• Reports: Running standard and custom reports for inventory audits, stock analysis, and purchasing trends.

INV1.3 Mobile App Overview and Mobile Scanning Capabilities

• Overview of CUBE Mobile Inventory App:
  
• Scanning barcodes/QR codes.
  
• Checking stock availability from the field.
  
• Receiving parts and updating inventory locations.
  
• Benefits of real-time updates: Reducing stockouts, improving billing accuracy, and minimizing manual entry errors.

INV1.4 Mobile App Overview and Mobile Scanning Capabilities

• How Inventory ties into:
  
• Estimating: Accurate part/material costs feeding project quotes.
  
• Project Management: Ensuring job sites are stocked before tasks begin.
  
• Service Management: Technicians pulling parts for repairs and maintenance.
  
• Billing: Tracking material consumption for time and materials (T&M) invoices.
  
• Asset Management: Recording installed materials tied to service contracts.
  
• Financial impact: Reducing cost overruns, improving job profitability, supporting warranty management.
  

Hands-On Preview (Optional if time allows)

• Navigate to the Inventory Dashboard.
  
• Open a sample Vendor and Parts list.
  
• Scan a part using the mobile app or a QR code simulation.

Post-Session Action Items

• Review current user access to ensure the right roles have Inventory permissions.
  
• Audit existing Vendors and Parts lists for completeness.
  
• Test mobile app setup and scanning capabilities internally.

Note: When scheduling, make sure to include this session code: INV-01

Schedule Your One-to-One Session