Inventory

Inventory lets you view the stock of items (parts, supplies, consumables), spot items that are low in stock, and request a replenishment before a part runs out in the field.

When to use it: whenever you prepare upcoming jobs, check the van stock loaded in your vehicles, or when a low-stock alert flags an item that needs to be reordered.

View stock

Open Inventory to see all items: reference, quantity on hand, and storage location.

List of items in stock with quantities on hand and locations.

Understanding low stock

An item becomes low in stock as soon as its quantity on hand drops below the minimum you have set for it. This is the signal that you should reorder it to avoid a shortage during upcoming jobs.

Understanding van stock

Van stock groups the parts loaded by each technician in their vehicle. These parts are deducted automatically when the technician uses them in the field via the Technician App.

Van stock: parts loaded per technician, with quantities and thresholds.

Request a replenishment

Purpose: flag that an item must be reordered or transferred to replenish stock.

When to use it: as soon as an item appears low in stock, or when you anticipate a need for scheduled jobs.

1. Open Replenishment from the Inventory menu.
2. Select the relevant stock line (the item and its location).
3. Enter the requested quantity.
4. Click Save, then Submit the request.

Creating a replenishment request for an item that is low in stock.

Result: the request is created with the Pending status and appears in the list of replenishments to process.

Track a request’s statuses

Each replenishment request moves through three statuses:

Status	Meaning
Pending	The request is submitted and awaiting validation.
Approved	The request is validated; replenishment is underway.
Fulfilled	The parts are received and stock is updated.

Tip

Keep stock up to date: the parts entered by technicians in the Technician App decrement van stock. A reliable inventory ensures replenishments happen at the right time and accurate invoicing.