In this article, you will learn how to create and manage inventory locations.
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
Note: In order to create inventory locations, you will first need to enable the Inventory add-on from the Marketplace.
To learn more about enabling the add-on, please see this article.
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.
From the sidebar navigation, select Inventory
Select Locations
From the Locations tab, select Add new
Complete the Create new location fields:
Location name: Enter a name for the location you are creating
Reorder point: Enter the stock number that should trigger a reminder restock all of the inventory items in this location
Description: Enter a brief description to help you identify the location you are creating
Select Save
Deleting a location
Next to the location you want to delete, select the delete icon
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
Next to the location you want to update the stock for, select the stock icon
Next to the inventory item you want to update, select the add items icon
Enter the number of item inventory units you want to add to this location and select Save
Moving inventory stock to a different location
Next to the location you want to update the stock for, select the stock icon
Next to the inventory item you want to update, select the move items icon
Complete the Move items to location fields:
Quantity: Enter the number of units you want to move from this location
Location: Choose the location you want to move these units to
Select Save
Removing inventory stock from a location
Next to the location you want to update the stock for, select the stock icon
Next to the inventory item you want to update, select the return items icon
Complete the Item return fields:
Quantity: Enter the number of units you want to remove to this location
Return: Enter a brief description explaining why you are remove these units
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.
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