A truck that arrives without the fitting is a second trip. Inventory tracks stock by store, where a store is a warehouse, an office, or a truck, so the question "do we have one, and where" has an answer before the technician leaves. Every receipt, issue and transfer is a transaction, so the count on the shelf and the count on screen agree, and when they do not, the ledger says why.
Dashboard
Open Inventory DashboardWho it is for
Whoever keeps the trucks stocked, and the manager who signs the purchase orders.
Without it
Stock is discovered to be low when a technician opens the bin. Reordering is reactive, and the item that ran out is the one somebody needed this morning.
What it shows
Four cards: Total Items, Active Stores, Low Stock Alerts and Out of Stock, each drilling into the items, stores or stock-alert grid. A Quick Actions row opens Log Transaction and New Transfer in place. Two charts: Stock Health by Store, and Recent Activity over the last seven days. A Low Stock Items table lists item, store, on hand, minimum and status.
What it is worth
- The reorder list writes itself. Low Stock Items is every item at or below the minimum you set for that store, before it hits zero.
- Out of Stock is its own number. Empty is a different problem from low, and the card keeps them apart.
- Which store is the problem. Stock Health by Store shows whether it is one truck that is always short or the whole operation.
- Log it where you see it. A receipt or issue is a modal on this page, not a trip to another grid.
Pays for itself the first reorder placed from the Low Stock list instead of from a technician's phone call.
Inventory Items
Open Inventory ItemsWho it is for
Whoever decides what the company stocks.
Without it
The same sprinkler head is called three different things on three trucks, and nobody can add up how many the company owns.
What it shows
The catalog of stocked items, searchable by name or SKU. Add Inventory Item captures name, an optional SKU and description, and the unit it is counted in, such as each, box, roll or foot.
What it is worth
- One name per thing. Every store counts the same item under the same name and unit, so totals across stores mean something.
- The unit travels with the item. A roll is a roll on every truck and in every transaction.
Pays for itself the first time a company-wide count of one part is a single number rather than a phone survey.
Stores
Open StoresWho it is for
The operations manager setting up where stock lives.
Without it
"We have twelve" is true and useless when eight are in the warehouse and the four on the truck are the ones that matter.
What it shows
Every place stock lives, filtered by store type (warehouse, truck, office), searchable by name or description, with an Add Store modal.
What it is worth
- A truck is a store. Stock on a vehicle is tracked like stock on a shelf, so what left the warehouse is still counted.
- Minimums are per store. A warehouse can hold a hundred while a truck only needs to carry six.
Pays for itself the first time "where is it" is answered by the store column rather than by calling each technician.
Stock Levels
Open Stock LevelsWho it is for
The technician stocking their truck, and the person who sets what "enough" means.
Without it
Nobody has written down how many of each item a truck should carry, so every restock is a guess and every shortage is a surprise.
What it shows
Pick a store and see every item's on-hand quantity, unit and status, searchable by name or SKU. Set Minimum Quantity opens a modal per item. The page asks for a store before it shows anything.
What it is worth
- "Enough" is written down. The minimum per item per store is the rule the Low Stock alerts run on.
- A truck's packing list. One store's page is exactly what that vehicle should be carrying and what it actually is.
Pays for itself the first minimum that fires an alert a week before the bin would have been empty.
Snapshot
Open SnapshotWho it is for
Anyone asking "do we have one anywhere".
Without it
Stock Levels is one store at a time. Finding a part means opening each store in turn.
What it shows
The same stock across every store at once, searchable by item name or SKU.
What it is worth
- One search, every store. Type the part and see which truck or warehouse has it.
- The transfer decision in one view. Where it is short and where it is plentiful sit on the same screen.
Pays for itself the first time a part is found on a truck across town instead of being bought again.
Transfers
Open TransfersWho it is for
Whoever loads the trucks from the warehouse.
Without it
Stock leaves the warehouse and simply vanishes from the count. The truck's stock is never credited, so both stores are wrong in opposite directions.
What it shows
A grid of every move: date, item, from and to store, quantity, note and user, searchable by item, SKU or note. New Transfer picks the item, the source and destination stores, the quantity and an optional reference note.
What it is worth
- Both sides move together. A transfer writes a Transfer Out on the source and a Transfer In on the destination, so neither store's count drifts.
- Who moved what, when. The user and date on every row settle the "I never took that" conversation.
Pays for itself the first warehouse count that matches the system because the truck loads were recorded as transfers.
Transactions
Open TransactionsWho it is for
The person reconciling a count, and anyone asking why a number changed.
Without it
A stock number is a bare total with no history. When it is wrong there is nothing to trace, so the fix is another guess.
What it shows
The ledger of every movement: date, store, item, type, quantity, note and user, filtered by store and transaction type and searchable by item, SKU or note. Log Transaction records a Receive or an Issue against a store with a quantity and an optional note.
What it is worth
- Every count has a history. On hand is the sum of the ledger, so any number can be explained line by line.
- Receipts and issues in one place. What came in from the supplier and what went out to jobs share one list, by store.
- Transfers appear here too. Each transfer's out and in rows are visible in the ledger of their stores.
Pays for itself the first count discrepancy traced to a specific issue on a specific day rather than written off.
Where to go next
- The Low Stock and Out of Stock cards drill into Stock Alerts, the working list of everything at or below its minimum.
- Inventory is the company's stock on hand. The priced catalogs that quotes and service items draw from live under Admin, in Parts & Materials and Service Catalogs.
- The Operations dashboard carries a three-line inventory summary alongside fleet and time.
Good to know
- Low stock means on hand is at or below the store's minimum for that item and not yet zero. Out of stock is zero. The two cards never overlap.
- Minimums belong to the store, not the item. Set them from Stock Levels with a store selected.
- Four transaction types. Receive, Issue, Transfer Out and Transfer In. Transfers need the two Transfer types to exist in Inventory Settings, and the page says so if they do not.
- Stock Levels needs a store first. The page is deliberately blank until one is chosen, so a number is never read against the wrong store.
- Recent Activity on the dashboard is the last seven days of transactions.