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Frequently Asked Questions
Welcome to our Frequently Asked Questions (FAQ) section, where we aim to address some of the most common inquiries regarding tracking inventory and fixed assets with barcodes. We understand that this topic can be a bit complex, involving various technical aspects and best practices. Our goal is to provide clear and concise answers to help you navigate the essentials.
We hope the following FAQs will clarify some of your initial questions and provide you with a solid foundation. Should you have any further queries or need additional assistance, please don’t hesitate to reach out to us. We’re here to help.
Looking for answers to GP questions? Head on over to our PanatrackerGP page for answers!
FAQ for Panatrack Asset & Inventory Solutions
Panatrack solutions are offered as an annual subscription. License is by system user. You have unlimited number of assets and inventory that can be tracked. Your license includes view only user options.
Our solutions offer flexibility to capture most transactions from the browser desktop interface as well as using the mobile app. The mobile app supports barcode scanning using the devices barcode scanner or camera. From the desktop, a tethered or bluetooth scanner can also be used. Otherwise, both platforms offer key entry and look up list selection options.
Panatrack solutions offer support to track items by unique ID (asset tag, serial number, etc.) or can be tracked by a quantity. Even items tracked by a quantity can be set up as returnable and treated like an asset.
Yes. The Panatrack solution also supports inventory tracking for parts, supplies, etc.uses Item Templates to define different types or categories of items and how they should be tracked in the system. You can track assets, tools, and equipment along with consumables and supplies all within the same system.
Panatrack supports both system users (those that will complete transactions and access the details about items in the system) and Assignees (set up of entities that can be assigned as a custodian). There is also a ‘view only’ user which has access to view information such as location and status. This includes a customer portal for customers to have access to their items.
Financial fixed asset tracking solutions are designed to manage depreciation, retirement and disposal affecting specifically your financial reporting. PanatrackerST is designed to track the physical details about your assets: Primarily owner, custodian, location, and status. For your capital assets, we have built in infrastructure to associate your financial record to your physcial item records. Integration isn’t always required, but is available using our API if needed.
The Panatrack solution has a project infrastructure. This supports multiple use cases including the ability to track jobs, service activities, and contract work. Set up options include the ability to define a project plan, track project details, and access allocated, consumed, deployed, and check out items specific for the project.
PanatrackerGP is ideal when your tracking needs fit into Dynamics GP’s limitations. If you are looking to expand to a more flexible solution option, consider changing to the Panatrack Asset Tracking Platform. Advantages include:
- Remove all need to access your financial ERP to view asset details.
- Add the ability to track many more details on your assets in a much more flexible way using item templates (categories).
- Track statuses. Record check outs, deployment, place-in-service, Unit builds (parent-child relationships).
- Manage maintenance activities for your assets.
- Track parts, supplies, and consumables.
The Panatrack Asset and Inventory platform was designed to offer an ideal solution for tracking items. For those looking for synchronization of data stored and managed in other systems such as employees, projects or jobs, purchasing information and item masters, Panatrack offers a REST API to support setting and defining integrations when needed.
Every customer and implementation is different. Some customers have data in spreadsheets that can be imported. Others may need to start from the ground up.
Our steps for implementation are basically the same. We provide a sandbox environment that is used for initial setup. This allows the ability to test different setup and tracking options without polluting your production environment.
We will review any data you have for imports and provide guidance on the best way to setup those items in the system, removing risk of simply carrying over bad data.
We will assist you with defining your workflows and processes. Ideally, we like to use the train-the-trainer method; however, we can provide training to any of your team members. We also have an extensive training knowledgebase accessible.
We offer ongoing support through our support infrastructure and make sure your questions are addressed.
This platform is designed to meet the needs of tracking assets. Everything from tools, equipment, instruments, devices, furniture, fixtures, technology assets, and more. If you have items owned by the organization that you currently track in spreadsheets or have identified that you should really know how to find them, who has custody, and the status; this solution can meet those needs. Asset management includes check out, deployment, check in, unit maintenance, and item builds (parent-child) assignments.
Standard inventory tracking is available in this solution. This meets the needs for managing parts, supplies, and consumables. The solution supports min/max levels, a robust transfer infrastructure, and the ability to record usage and issue of inventory for projects, jobs, internal use, or maintenance actions.
Both asset and inventory management can live together nicely within this solution.
Because we track ownership in addition to custody, location, and status; the system can address many unique tracking requirements. Examples include management of items owned by someone else and consignment inventory.
PanatrackerGP only works with Dynamics GP since it uses the GP database as the single data source.
The Panatrack Asset and Inventory tracking platform may be an option to evaluate for those using Stockroom, Inventory for Jobs and Projects, Central Warehouse Management, or Fixed Assets.
It is important to note the Panatrack Platform has its own database and would become the primary reporting database for your inventory items. Ideal scenarios to consider the Panatrack solution includes:
- Touchpoints to keep inventory synchronized with your ERP includes adjustments or G/L entries.
- Mangement of inventory is internal. Panatrack supports Transfer orders, but currently does not support sales orders.
- You have unique inventory tracking needs that don’t fit in the traditional ERP inventory tracking offerings. Examples include managing customer-owned inventory or consignment inventory.
- Inventory received is expensed and not tracked in your ERP beyond receiving.