---
title: "Using the Inventory Management Feature"
url: "https://help.psarev.io/en/article/using-the-inventory-management-feature"
language: "en"
last_updated: "2026-10-19T18:51:54.193Z"
---

# 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. It also supports multiple costing methods to control how inventory value and cost are calculated. Specific costing assigns the exact purchase cost of each individual inventory item, average costing calculates a moving average cost across all units, and standard costing uses a predefined expected cost that is applied consistently regardless of the actual purchase price.

| **NOTE:** Inventory Management is unlike other modules in Rev.io and must be enabled manually. |
| --- |

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**](https://help.psarev.io/en/article/system-settings-inventory) article for more information on these steps.

ℹ️ See the [Changing Valuation Methods](https://help.psarev.io/en/article/changing-valuation-methods) article for more information on the different valuation options available.

## 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**](https://help.psarev.io/en/article/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](https://help.psarev.io/en/article/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](https://help.psarev.io/en/article/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](https://help.psarev.io/en/article/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](https://help.psarev.io/en/article/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](https://help.psarev.io/en/article/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](https://help.psarev.io/en/article/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](https://help.psarev.io/en/article/view-parts-labor-item-details) article for more information.

## Reviewing Stock Levels & Ordering Products

1.  Click **Inventory** in the sidebar menu.
2.  Click the **Inventory Management** option.
3.  Click the **Stock Levels** tab.
4.  Review the **Needed to Order** column to see how many of each product the system recommends ordering.
5.  Click the checkbox at the start of each row for the products you want to order.
6.  Click the **Create PO(s)** button.
7.  Review the providers and quantities in the **Create purchase orders** window.
8.  Click the button at the bottom of the window, such as **Create 9 purchase orders**, to create the purchase orders.

ℹ️ See the [Inventory Views: Stock Levels](https://help.psarev.io/en/article/inventory-views-stock-levels) article and the [Creating Purchase Orders from Stock Levels](https://help.psarev.io/en/article/creating-purchase-orders-from-stock-levels) 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** tab at the top 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](https://help.psarev.io/en/article/inventory-views-reservations) article for more information.

## Deploying Inventory to Customers

1.  Click **Inventory** in the sidebar menu.
2.  Click the **Inventory Management** option.
3.  Click the **Serial Numbers** tab.
4.  Click the checkbox at the start of the row for a serial number with an **Available** status.
5.  Click the **Deploy Inventory** button.
6.  Complete the **Select Customer**, **Create or Link Asset**, and **Confirm** steps, then click the **Deploy** button.

ℹ️ See the [Deploying Inventory to a Customer](https://help.psarev.io/en/article/deploying-inventory-to-a-customer) 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](https://help.psarev.io/en/article/product-details-admin-tab) article for more information.