Inventory

Inventory lets you track physical stock — parts, materials, and consumables — including quantities on hand and cost per unit.

Adding an Inventory Item

1. Go to Inventory in the sidebar
2. Click + New Item
3. Fill in the details:
   • Name and SKU — unique identifier for the item
   • Description — optional notes
   • Category — group items together (e.g. Filters, Lubricants)
   • Unit of Measure — e.g. pcs, m, L
   • Quantity in Stock — opening stock count
   • Cost — cost price per unit
   • Status — Active or Inactive
4. Click Save

Inventory Categories

Organise your stock into categories for easier searching and reporting.

1. Go to Inventory → Categories (or Settings → Inventory Categories)
2. Click + New Category, enter a name, and save

Adjusting Stock

To record a stock movement (receive stock, adjust for usage, or write-off):

1. Open an inventory item
2. Click Add Transaction
3. Select the transaction type:
   • In — receiving stock
   • Out — consuming or issuing stock
   • Adjustment — manual correction
4. Enter the quantity and an optional note
5. Save — the quantity in stock updates automatically

Stock Levels

The Quantity in Stock field on each item reflects all recorded transactions. Review the transaction history on any item to see a full audit trail of movements.

:::tip
Use SKUs consistently so field technicians can quickly identify the right item on their mobile app.
:::