How to track inventory in your warehouse and trucks

Know what's in stock, move parts to trucks, and get a warning when something runs low.

Turn on Inventory in Settings → Features first.

Set it up

1. Go to Inventory and press Warehouse & trucks. Add your warehouse and each truck.
2. Press Choose items to track and pick the Price Book items you stock.
3. Set a Reorder at number for each item to get a warning when it runs low.

Day to day

• Receive stock when parts arrive from your supplier.
• Move stock to load a truck from the warehouse, or between trucks.
• Count / adjust fixes the numbers after a stock count.
• Parts on invoices come out of stock automatically. In Settings on the Inventory page, choose when that happens.

See what you have

• The Stock tab shows each item by location, the total and its status (OK, Low or out).
• Check Low / out only to see what to reorder.
• Use the location picker to see one truck.
• The History tab shows every change.
• The cards at the top show items tracked, low or out, stock value at your cost, and locations.