Compare the operating models
In this fictional example, motor M17 is taken from spare stock and installed in customer asset AC9. A later replacement uses M18. Staff need to know available spare quantity and what is fitted to AC9 now; one stock balance cannot answer both.
| Business requirement | Spare stock record | Installation record |
|---|---|---|
| M17 on shelf | Available spare unit | Not installed yet |
| M17 fitted to AC9 | No longer free spare stock | Asset, slot, unit and installation date |
| Replace with M18 | Issue replacement material | End M17 link; start M18 link |
Work through the chosen model
Product motor type, individual motor, customer asset and installation are separate records. The installation stores the asset slot and start/end references. Issuing a spare removes its free-stock availability but retains unit identity for later service or return decisions.
- Select spare for the job
- Issue and link to the asset slot
- Record later removal or replacement
Installation history supports service enquiries but needs asset and unit capture on site. Do not create assets for every retail item without a continuing maintenance purpose.
M17 leaves the spare shelf and becomes AC9’s installed motor. After replacement, AC9 points to M18 and keeps M17’s ended installation history. M17 does not automatically return to usable spare stock.
When the other model fits
Staff only sell sealed interchangeable motors and never service installed equipment. Is an installation entity needed?
Show the worked answer
No. Use the stock/sale model at the grain the business needs.