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In this article, you will learn how to seamlessly use Workiz’s Inventory add-on to keep track of all your inventory.
Workiz’s inventory management lets you see your stock levels and inventory usage from anywhere using any device. Every usage, stock change, or return is logged and easily tracked.
Enabling the Inventory add-on
From the navigation bar, select Marketplace
Under Add-Ons, select Inventory
Turn the toggle switch above Feature not active ON (green)
From the sidebar navigation, select Inventory
Inventory management basics
After enabling the Inventory add-on, you will need to begin creating containers. In Workiz, a container is a specific location where your inventory may exist. You can create containers unique to your business. For example, a container could be a warehouse, office, vehicle, or any other place you may store inventory items.
Containers allow you to have stock levels organized by location so that you know exactly how much stock (as well as the cost and sale value of that stock) exists in a particular location.
To learn more about creating and managing inventory containers, please see this article.
After creating containers, you can begin creating inventory items and define the level of stock you have for each item. Items can be placed into separate containers to help you further understand exactly where your inventory is.
To learn more about creating and managing inventory items, please see this article.
You can also create user containers, which help streamline your team’s workflow while out on the field. Assigning user containers enables your techs to easily see which containers they’re allowed to take inventory items from when adding items to jobs and invoices.
To learn more about assigning user containers, please see this article.
Adding inventory items to jobs and invoices
Once you have created inventory items, containers, and assigned user containers, you can begin adding inventory items to jobs and invoices. Workiz makes it easy to identify which items are synced to your inventory so that everything is updated automatically.
Tip: When adding items to jobs and invoices, inventory items will feature a box icon before the item name. You will also see your stock level in parentheses at the end of the item name.
When adding inventory items to a job, the listed item will feature a gray box icon before the item name. This indicates that the unit is synced with your inventory (i.e., the item is being taken from your inventory and added to a job).
If you decide to cancel a job by updating the job status, the box icon will change from gray to red. This indicates that the unit is NOT synced with your inventory (i.e., the item is no longer being taken from your inventory).
To learn more about adding inventory itemas to jobs and invoices, please see this article.
Reviewing inventory stock changes
All changes you make to your inventory will be visible from the Inventory page.
From the Inventory page, select Usage
Select one of the following tabs to review changes made to your inventory:
Inventory usage: A list detailing inventory items that were used in jobs and invoices
Returns: A list detailing inventory items that were manually removed from your inventory without being used in Workiz jobs or invoices
Action log: A list detailing inventory items that were used, returned, created, or moved to a different container
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