Managing your stock with Workiz's Inventory add-on

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In this article, you will learn how to seamlessly use Workiz’s Inventory add-on to keep track of all 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.

Enabling the Inventory add-on

  1. From the navigation bar, select Marketplace
  2. Under Add-ons, select Inventory
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  3. Turn the toggle switch on to enable the add-on
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  4. From the sidebar navigation, select Inventory
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Inventory management basics

Locations

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After enabling the Inventory add-on, you will need to begin creating locations. In Workiz, a location is a specific place where your inventory may exist. You can create locations unique to your business. For example, a location could be a warehouse, office, vehicle, or any other place you may store inventory items.

You can have stock levels organized by location so that you know exactly how much stock (as well as the cost and sale value of that stock) exists in a particular place.

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To learn more about creating and managing inventory locations, please see this article.

Inventory items
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After creating locations, you can begin creating inventory items and define the level of stock you have for each item. Items can be placed into separate locations to help you further understand exactly where your inventory is.

To learn more about creating and managing inventory items, please see this article.

User locations

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You can also create user locations, which help streamline your team’s workflow while out on the field. Assigning user locations enables your techs to easily see which locations they’re allowed to take inventory items from when adding items to jobs and invoices.

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To learn more about assigning user locations, please see this article.

Adding inventory items to jobs and invoices

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Once you have created inventory items and locations, and assigned user locations, you can begin adding inventory items to jobs and invoices. Workiz makes it easy to identify which items are synced to your inventory so that everything is updated automatically.

When adding items to jobs and invoices, inventory items will feature a box icon before the item name. You will also see your stock level in parentheses at the end of the item name.

When adding inventory items to a job or invoice, the listed item will feature a gray box icon before the item name. This indicates that the unit is synced with your inventory (i.e., the item is being taken from your inventory and added to a job).

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If you decide to cancel a job by updating the job status, the box icon will change from gray to red. This indicates that the unit is NOT synced with your inventory (i.e., the item is no longer being taken from your inventory).

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To learn more about adding inventory itemas to jobs and invoices, please see this article.

Reviewing inventory stock changes

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

  1. From the sidebar navigation, select Reports
  2. Select Inventory usage
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  3. Select one of the following tabs to review changes made to your inventory:
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    1. Inventory usage: A list detailing inventory items that were used in jobs and invoices
    2. Returns: A list detailing inventory items that were manually removed from your inventory without being used in Workiz jobs or invoices
    3. Action log: A list detailing inventory items that were used, returned, created, or moved to a different location

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