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Inventory Management

Track parts, materials, and equipment across multiple locations with real-time inventory management.

By Jeff McKinley•Last updated: January 2025

Inventory Tracking

Know what you have, where it is, and when to reorder:

  • Real-time stock levels across all locations
  • Built-in deductions when parts are used on jobs
  • Low stock alerts and reorder notifications
  • Serial number and lot tracking
  • Cost tracking (FIFO, LIFO, weighted average)
  • Barcode scanning for quick lookup

Purchase Orders

Streamline your procurement process:

  • Create purchase orders from low stock alerts
  • Send POs to vendors electronically
  • Track order status and expected delivery
  • Receive inventory and update stock levels
  • Match invoices to purchase orders
  • Vendor performance tracking

Multi-Location

Manage inventory across trucks, warehouses, and job sites:

  • Track stock at each location separately
  • Transfer items between locations
  • Assign inventory to technician trucks
  • Job site stock tracking
  • Consolidated or location-specific views

Inventory Reports

Make data-driven purchasing decisions:

  • Stock valuation reports
  • Usage trends and forecasting
  • Slow-moving and obsolete inventory
  • Cost of goods sold (COGS)
  • Inventory turnover ratio
  • Vendor spend analysis

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