Using the Inventory Management Feature

The Inventory Management feature allows you to track serial numbers and locations for your products and reserve specific products for tickets. Standard costing is the only option available at this time, but Average and Specific costing are still in development and will be available in future releases.

Below is the general process flow for enabling and using Inventory Management.

Enabling Inventory Management

1. Click Admin in the sidebar menu.
2. Click the System Settings option.
3. Click the Inventory category.
4. Click to Enable Inventory Management. 

ℹ️ See the System Settings: Inventory article for more information on these steps.

Configuring Location Types & Locations

1. Click Admin in the sidebar menu.
2. Click the System Settings option.
3. Click the System Tables category.
4. Click the Inventory Management tab.
5. Add Location Types as needed to categorize where you stock inventory.
6. Add Locations as needed to track where you stock inventory.

ℹ️ See the System Settings: System Tables - Inventory Management article for more information on these steps.

Setting Products to Require Inventory Management

1. Click Inventory in the sidebar menu.
2. Click the Product Catalog option.
3. We recommend configuring products in two stages. First, click the checkbox at the start of each row for the products you want to enable inventory management for that are NOT serialized.
4. Click the Bulk Action button above the grid and select the Inventory Management option.
5. Click to enable the Requires Inventory Management option.
6. Click the Save button.
7. Now, click the checkbox at the start of each row for the products you want to enable inventory management for that are serialized.
8. Click the Bulk Action button above the grid and select the Inventory Management option.
9. Click to enable the Requires Inventory Management option.
10. Click the Serial Tracking Required option.
11. Click the Save button.

ℹ️ See the Product Catalog List View article for more information on these steps.

ℹ️ If you want to modify inventory settings for individual products, you can do so from the product's Admin tab. See the Product Details: Admin Tab article for more information.

ℹ️ When creating products in the future, you can set the inventory options on the New Product screen. See the Add/Edit Products article for more information.

Viewing & Adjusting Your Inventory 

You can view and adjust your inventory both on the individual product and from the matrix view.

Individual Product

1. Click Inventory in the sidebar menu.
2. Click the Product Catalog option.
3. Select the product that you want to adjust inventory for.
4. Click the +/- icon in the Inventory Quantities section.
5. Adjust your product's location, quantity, and cost as needed.

ℹ️ See the Product Details: Adjust Inventory Modal article for more information.

Inventory Matrix

1. Click Inventory in the sidebar menu.
2. Click the Inventory Management option.
3. Locate the product that you want to adjust inventory for.
4. Click any cell in that product's row.
5. Adjust your quantities, transfer products to different locations, or change the cost as needed.

ℹ️ See the Inventory Views: Matrix article for more information.

Reserving Products for Tickets

1. Open the ticket you want to reserve products for.
2. Click the Parts & Labor tab.
3. Click the Add to Ticket button.
4. Select the product you want to add to the ticket and click the Add to Ticket button.
5. Click the Close button to collapse the section for adding items.
6. Locate your product in the list view on the Parts & Labor tab.
7. If you need to order additional quantity for the product, click the checkbox at the start of the row and click the Add PO button.
8. You would then need to create the PO, have it approved, email it to your vendor, and enter receipts for the products. See the Create/Edit Purchase Orders article for more information.
9. When you have the appropriate quantity of the product in stock, click the Reserve link at the start of the item's row on the Parts & Labor tab.
10. Choose the reservation quantity or specific serial number(s), and a destination location if you need to move the product(s).
11. Click the Reserve Selected Serials button for serialized items or the Confirm Reservation button for non-serialized items.
12. Locate the Reserved column on the Parts & Labor tab and hover over the number reserved for your specific product to review details about the product's reservation.

ℹ️ See the View Parts & Labor Item Details article for more information.

Viewing All Reserved Products for Tickets

1. Click Inventory in the sidebar menu.
2. Click the Inventory Management option.
3. Click the Reservations option in the top right corner of the screen.
4. Review the list of inventory products across tickets and locations.
5. To access the ticket the product is reserved for, click the link in the Ticket ID column.
6. To review the serial number(s) reserved for the ticket, click the arrow in the Serials column.

ℹ️ See the Inventory Views: Reservations article for more information.

Converting Products to Assets on the Customer Account

1. When you are finished working a ticket for the customer with reserved products, click the Send to Billing button in the Transaction Details widget on the ticket stage side panel. NOTE: The Send to Billing button will be disabled until all products are reserved on the ticket.
2. If the product has the Convert to Asset option set on the product's Admin tab, the product will automatically be transferred to the customer's assets, including any serial numbers for serialized products.
3. Once the product exists as an asset for the customer, your inventory quantities will adjust to reflect the reduction in your stock.

ℹ️ See the Product Details: Admin Tab article for more information.