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In this article, you will learn how to create and manage items in 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.

In order to track changes made to your inventory, you’ll first need to create an inventory item.

Creating an inventory item

  1. From the sidebar navigation, select Inventory

  2. From the Inventory tab, select Add New

  3. Complete the Create New Item fields:

    1. Product name: Enter a name for the inventory item you are creating

    2. Price: Enter the price you will charge customers for the inventory item you are creating

    3. Cost: Enter the price you pay for the inventory item you are creating

    4. Select category: Choose the category for the inventory item you are creating

    5. Select brand: Choose the brand for the inventory item you are creating

    6. SKU: Enter a stock-keeping unit (SKU) for the inventory item you are creating

    7. Reorder at: Enter the stock number that should trigger a reminder to restock your inventory for the item you are creating


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

      You can also filter by Low Stock levels on the Inventory page.


    8. Taxable: Decide whether this inventory item is taxable and turn the toggle switch ON or OFF as desired

    9. Description: Enter a brief description to help identify this inventory item

    10. Select Save

Removing an inventory item

  1. From the navigation bar, select Settings > Settings

  2. Under Job Settings, select Items & Products

  3. Select the item you want to remove

  4. Turn the toggle switch for Enable item OFF (gray) and select Save

The item will now appear in the Disabled section of your Items & Products page, and will not be visible when adding inventory items to estimates, invoices, and jobs.

Managing inventory stock

Adding inventory stock to a container

From the Inventory page, whenever your stock goes below the restocking number you entered when creating the item, items listed in your inventory will feature a LOW STOCK tag as a reminder to restock this item.

You can also filter by Low Stock levels on the Inventory page to only display items that need to be restocked.

Once you have identified which items have low stock levels, you can restock and update your Workiz inventory accordingly.

  1. From the Inventory page, next to the inventory item stock you want to update, select Stock

  2. Decide which container inventory you want to add units to and select Actions > Add Items


    Tip: To learn more about inventory containers, please see this article.


  3. Enter the number of units you want to add to your inventory and select Save

  4. Repeat Steps 2-3 for all the remaining container inventories you want to add units to

Moving inventory stock to a different container

  1. Next to the inventory item stock you want to update, select Stock

  2. Decide which container inventory you want to edit and select Actions > Move Items

  3. Complete the Move item 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

Returning inventory stock from a container

  1. Next to the inventory item stock you want to update, select Stock

  2. Decide which container inventory you want to edit and select Actions > Create return

  3. Complete the Item return fields:

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

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

    3. Select Save

Reviewing inventory stock changes

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

  1. From the Inventory page, select Usage

  2. Select Action log to view a list detailing inventory items that were created, edited, or moved to a different container

Need more help? See related articles below:

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