In this article, you will learn how to assign user 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.

You can also assign your team members to specific containers to simplify their workflow while out on the field. Assigning user containers will also provide you with an accurate picture of the stock levels for the containers that your team members are actually using.

Assigning a user to a container

  1. From the sidebar navigation, select Inventory

  2. Select User containers

  3. Next to the user you want to assign a container to, complete the following:

    1. Select All and choose a container


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


    2. Decide if you want to restrict this user to their assigned container and turn the toggle switch to YES or NO as desired


      Note: Adding a restriction will ensure that this user will only see their assigned container when adding inventory items to a job or invoice.

      Without adding a restriction, this user's assigned container will only serve as a default suggestion when adding inventory items to a job or invoice. This user will still be able to choose a different container as desired.

      To learn more about how restrictions work, please see the following section.


What users will see when adding inventory items to a job or invoice

When a user adds an inventory item to a job or invoice, the item page will now feature a dropdown menu listing all of their available containers.

When they DO NOT have an assigned container or restrictions, this user will be prompted to Select a Container and choose any of the containers on your Workiz account.

When they have an assigned container WITHOUT restrictions, this user will automatically be prompted to take the inventory item from their assigned container, but they will also have the option to choose a different container.

When they have an assigned container WITH restrictions, this user will automatically be prompted to take the inventory from their assigned container. They will NOT have the option to choose a different container.

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