Create a new site
Crew a new site using '+ New Site' button in your Accounts and Sites menu. β
Create tags
π‘ Faul Weather Gear
π‘ Winter Gear
π‘ Crew
π‘ Guests
π‘ Giveaway
π‘ Boss-On
π‘ Boss-Off
π‘ Shipyard Uniform
Create Custom Fields
π‘ Uniform Item - Create a list with Subitems
π‘ Uniform Size - Split your list among the uniform size and shoe size π
π‘ Supplier - Create a list of your uniform suppliers so you can always refer back to it and make your ordering easier.
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π‘ Brand - Text field
π‘ Quantity Onboard - Number with Subfields
Run a total number of all type of uniform onboard:
Record new deliveries
2. Record distribution among the crew members
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Add Users
You can now manage users from your Site Settings. Add as many or as little users as you need.
Your list is ready to be populated
Start populating your list now to get the most of your inventory stock.
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Location of the uniform
Where is the wet weather gear - Under the crew cabins or down in the forepeak bilges? By pinning the exact location of each uniform type to a site plan, you will be able to locate it instantly.
How to separate between the Guest-On and Guests-Off uniform?
You can either 'Filter' by custom field, tags or do a quick word search. Both will filter out the results for you to view.
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How to create a list of uniform items I need to order?
If you use your existing custom field [Quantity Onboard] and create a new custom field called [Minimum Quantity], you can use these two to create a formula that will automatically update your 'Order list' whenever you update a total number onboard.
How to add a supplier?
You could even add a supplier directly to your site and have them see only the information you'd want them to see - The description, sizes, sample photo and a total number to order. They could then quote you directly via Pinpoint Works. Easy, right? Have a look at the video below to see how.
How to allocate uniform to a crew member?
By clicking '+Add Numbers' you can note down the uniform that has been given to a crew member like shown below.
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All of the activity will be recorded in the activity history for you to refer back to.
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βMore questions or would like help setting this up for you?
Send us a message through the chat icon in the web app or email us.
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