In this article, you will learn how to convert items into trackable inventory items in Workiz.
Items and services are reusable line items you create and store on your Workiz account to save yourself time when creating estimates or invoices. You can add useful information like the item's name, cost, and the price you want to charge.
On their own, items and services cannot be tracked to monitor stock levels. In order to monitor stock levels, you will need to enable the inventory add-on from the Workiz Marketplace. For more information on the inventory add-on, please see this article.
While you can create new inventory-managed items from the Inventory page, you can also convert your existing items into inventory items to save yourself some time.
Tip: To learn how to create inventory items from scratch, please see this article.
How to convert items into inventory items
From the navigation bar, select Settings > Settings
Under Job Settings, select Items & Products
Select the item or product you want to convert into an inventory item
Turn the toggle switch for Manage Inventory ON and select Save
Note: In order to see this toggle switch, you will first need to enable the inventory add-on from the Workiz Marketplace. For more information on enabling the add-on, please see this article.
Once you convert your item into a trackable inventory item, the item will now feature a box icon when selecting it for jobs, estimates, or invoices.
Updating your inventory item
Updating inventory item details
Now that you’ve added a new item to your inventory, you will need to update that item’s information from the Inventory page.
From the sidebar navigation, select Inventory
Select the inventory item you just added
Update the Edit Inventory item fields:
Category: Choose the category this item belongs to
Brand: Choose the brands this item belongs to
SKU: Enter a SKU for this item
Re-order at: Enter the stock number that should trigger a reminder to restock your inventory for the item you are creating
Select Save
Updating inventory item stock
From the Inventory page, next to the inventory item stock you want to update, select the stock icon
Decide which location inventory you want to add units to and select the add items icon
Enter the number of units you want to add to this location and select Save
Repeat Steps 2–3 until you have added stock to all your desired locations
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