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In this article, you will learn how to create and manage containers in your Workiz 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.

Workiz allows you to have stock levels organized by containers so that you know exactly how much stock (as well as the cost and sale value of that stock) exists in a particular container. You can create specific containers unique to your business. For example, a container could be a warehouse, office, vehicle, or any other place you may store inventory items.

Creating a container

When activating the Inventory add-on with Workiz, you will automatically be provided with a primary container called Main Container. This container cannot be deleted, but it can be edited so that it reflects the actual primary inventory container for your service business (e.g., warehouse, office, etc.).

You can also create additional containers to keep better track of where your inventory units are.

  1. From the sidebar navigation, select Inventory

  2. Select Containers

  3. From the Containers tab, select Add New

  4. Complete the Create New Container fields:

    1. Container Name: Enter a name for the container you are creating

    2. Description: Enter a brief description to help you identify the container you are creating

    3. Select Save

Deleting a container

  1. Next to the container you want to delete, select Delete


    Note: All Workiz accounts using the Inventory add-on come equipped with a main container. It will be listed first on your containers page. This container cannot be deleted.


  2. Select Yes to acknowledge that all of the inventory units will be moved to your main container

Managing container stock

Adding inventory stock to a container

  1. Next to the container you want to update the stock for, select Stock

  2. Next to the inventory item you want to update, select Actions > Add Items

  3. Enter the number of item inventory units you want to add to this container and select Save

Moving inventory stock to a different container

  1. Next to the container you want to update the stock for, select Stock

  2. Next to the inventory item you want to update, select Actions > Move Items

  3. Complete the Move items to container fields:

    1. Quantity: Enter the number of units you want to move from this container

    2. Container: Choose the container you want to move these units to

    3. Select Save

Removing inventory stock from a container

  1. Next to the container you want to update the stock for, select Stock

  2. Next to the inventory item you want to update, select Actions > Create Return

  3. Complete the Item return fields:

    1. Quantity: Enter the number of units you want to remove to this container

    2. Return: Enter a brief description explaining why you are remove these units

    3. Select Save

Reviewing inventory stock changes

All changes made to your inventory will be visible from the Inventory page. To view these changes, select Usage > Action log.

Need more help? See related articles below:

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