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In this article, you will learn how to create and manage locations 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 locations so that you know exactly how much stock (as well as the cost and sale value of that stock) exists in a particular place. You can create specific locations unique to your business. For example, a location could be a warehouse, office, vehicle, or any other place you may store inventory items.

Creating a location

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

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

  1. From the sidebar navigation, select Inventory

  2. Select Locations

  3. From the Locations tab, select Add new

  4. Complete the Create new location fields:

    1. Location name: Enter a name for the location you are creating

    2. Reorder point: Enter the stock number that should trigger a reminder restock all of the inventory items in this location


      Note: Whenever your stock goes below the number you enter here, this location will feature a LOW STOCK tag as a reminder to restock the items in this location.


    3. Description: Enter a brief description to help you identify the location you are creating

    4. Select Save

Deleting a location

  1. Next to the location you want to delete, select the delete icon


    Note: All Workiz accounts using the Inventory add-on come equipped with a main location. It will be listed first on the Locations tab. This location cannot be deleted.


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

Managing location stock

Adding inventory stock to a location

  1. Next to the location you want to update the stock for, select the stock icon

  2. Next to the inventory item you want to update, select the add items icon

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

Moving inventory stock to a different location

  1. Next to the location you want to update the stock for, select the stock icon

  2. Next to the inventory item you want to update, select the move items icon

  3. Complete the Move items to location fields:

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

    2. Location: Choose the location you want to move these units to

    3. Select Save

Removing inventory stock from a location

  1. Next to the location you want to update the stock for, select the stock icon

  2. Next to the inventory item you want to update, select the return items icon

  3. Complete the Item return fields:

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

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

    3. Select Save

Reviewing inventory stock changes

All changes you make to your inventory will be visible from the Inventory Usage Report.

To view these changes, open the report and select the Action log tab.

Need more help? See related articles below:

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