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Track inventory

Materials on hand, what's used on jobs and what's running low.

Guide 3 of 3 in Products & services 3 min read 3 parts

What it is

Inventory is for materials your company keeps on hand. It shows the stock value at cost and every movement in Recent activity.

1 Add your stock

  1. Open Inventory and click Add item.
  2. Pick it from your item list (or type a new one), then enter the quantity on hand, cost per unit, minimum and location.
  3. Click Save.

At or below the minimum, the item shows as low stock. 0 turns it off.

2 Keep it right

  1. Receive: add a purchase with the quantity and where you bought it.
  2. Use: take stock out, optionally for a job.
  3. Count stock: type what you counted to fix the number.

When you use stock on a job, its average cost is added to that job as an expense.

3 Buy more

  1. Click Low stock to see what's running out.
  2. Use Find at The Home Depot, Lowe's or Ace Hardware to buy it.

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