Inventory Management

Keep track of parts and materials across warehouses and technician vans.

Stock Locations

Organize inventory by location type:

• Warehouses - Main storage facilities
• Vans - Mobile inventory for technicians
• Customer sites - Consignment stock

Each location tracks:

• Current stock levels
• Minimum quantities (reorder alerts)
• Reserved stock for planned work orders

Products

Define the parts and materials you use:

• Name and description
• SKU for identification
• Category for organization
• Unit price for billing
• Reorder level for alerts

Stock Moves

Transfer stock between locations:

1. Click Transfer Stock
2. Select source location (From)
3. Select destination:
   • Another location (warehouse, van)
   • Used/Consumed - for parts used on jobs
4. Add products and quantities
5. Choose status:
   • Draft - planned transfer, stock not yet moved
   • Confirmed - stock moved immediately
6. Confirm transfer

Move Statuses

Stock Adjustments

To correct stock counts without a transfer:

1. Go to Inventory > Stock Levels
2. Find the product and location
3. Click to adjust quantity
4. Enter adjustment amount (+/-)

Work Order Parts

When completing a work order:

1. Technician selects parts used
2. Stock is deducted from their van
3. Parts appear on service report
4. Inventory is updated automatically

Van Replenishment

Keep vans stocked with needed parts:

1. Review van inventory levels
2. Create transfer from warehouse
3. Technician picks up stock
4. Confirm transfer completion