Supplies and job recipes

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Every route burns through toilet paper, soap and deodorizer. Run out halfway through the day, and the driver either skips a unit or drives back to the yard. The Consumables section keeps count of those supplies so that doesn't happen. This is your supply catalog. Each line is something you buy and use up, tracked by count, separately from the restrooms and equipment you rent. Across the top: how many items you stock, what that stock is worth at your cost, and how many are low or out. On hand is the total across every yard and facility. You never type it directly. It adds up the counts you keep at each location. A number turns red when it drops to the item's reorder point. Here the urinal screens and the winter brine both need ordering. Open the average daily use column for use per day over seven, thirty and ninety days, and roughly how many more services the shelf will cover. These come only from supplies that were actually used, never from guesses. Customers can ask for supplies from their portal too, for any item you've made available there. Those requests land here, and delivering one takes it off your stock. The usage tab lists every supply recorded on a job: which job, how many, and when. Here's the part people miss. Putting supplies on a job doesn't touch your count. Stock comes off once, when the job is completed. If the truck was loaded with that item, it comes off the truck first, and the rest comes off your main yard. Now job recipes, under Settings. A recipe answers one question: what does a typical job of this type use? This company says every delivery needs two cases of toilet paper, two cases of deodorizer packets and a case of hand sanitizer, so a new unit goes out fully stocked. Service jobs carry their own list, with notes for the driver, like two packets per pump-out. Adding one takes a job type, a supply, and how much one job uses. That's the whole setup, and you do it once. To be clear about what recipes do: they don't add anything to a job or to an invoice. They're a planning number, used for loading trucks. Under Fleet Management, Truck Stock tracks what each truck carries. Loading a truck moves supplies off the yard's count and onto the truck. Pick a truck, and Check Route Stock multiplies its jobs for the day by your recipes, then tells you whether it's carrying enough. Drivers see the same list as their load out in the driver app. Without recipes, neither one can tell you anything. Last, reordering. Under Settings, Purchasing, one switch lets PortaPro draft purchase orders for you. Each morning it finds items at or below their reorder point, skips anything already on an open order, and drafts one purchase order per vendor. The quantity is the reorder amount you set, or one worked out from recent use. Drafts wait under Financials, Purchase Orders. They never send themselves. When the order arrives, receiving it puts the stock back on the shelf. Set a reorder point on the things you can't run out of, add a recipe for your busiest job types, and the supplies take care of themselves.

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