Overview
Inventory tracks materials on hand, orders to vendors, reservations for jobs, and warehouse operations — all tied to your component catalog.
Where in the app: Sidebar → Inventory
Open: Inventory Dashboard
Requires Growth plan or higher. Enable under Inventory Integration.
Inventory tabs
| Tab | Route | Purpose |
|---|---|---|
| Dashboard | /inventory | KPIs and quick actions |
| Purchase Orders | /inventory/purchase-orders | Order from vendors; receive stock |
| Sales Orders | /inventory/sales-orders | Reserve and fulfill job materials |
| Stock | /inventory/stock-levels | On-hand, reorder points, availability |
| Operations | /inventory/operations | Transfers, assemblies, adjustments, counts |
| Reports | /inventory/reports | Valuation, transactions, low stock, forecast |
| Settings | /inventory/settings | Barcodes, warehouses, carriers, approval |
Typical path from a job
Job materials → Sales order → Reserve stock → (PO if shortage) → Receive PO → Fulfill SO → Job field work
See Job materials and inventory.
Reference guides
- Inventory dashboard
- Purchase orders
- Receiving purchase orders
- Sales orders
- Stock levels
- Operations
- Reports
- Inventory settings