How to create and manage inventory items

  • Updated

 

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

In order to create and manage inventory items, you will first need to enable the Inventory add-on from the Marketplace.

To learn more about how to enable the add-on, please see this article.

  1. From the sidebar navigation, select Inventory
  2. From the Inventory tab, select Add new
  3. Complete the Create New Item fields:
    image 531.png
    1. Product name
    2. Price
    3. Cost
    4. Category
    5. Select brand
    6. SKU
    7. Reorder at: Enter the stock number that should trigger a reminder to restock your inventory for the item you are creating
    8. Minimum at location: Enter the stock number that should be required at each location
    9. Taxable
    10. Description
    11. Select Save

Removing an inventory item

  1. From the navigation bar, select the gear icon ( ) > Settings
  2. Under Job Settings, select Items & products
    image 32.png
  3. Check all of the items you want to disable
  4. Select Update item status > Disable

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

Workiz makes it simple to add stock to a location, move stock from one location to another, and removing stock from a location.

  1. Next to the item you want to update, select the box icon ( )
    Group 4542.png
  2. Under Actions, choose one of the following options:
    Group 4547.png
    1. Add items
    2. Move items
    3. Return items

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.

Group 4547 1.png

Was this article helpful?