Summary
This article summarizes the features of the Inventory Tab in your ServiceBox settings.
What is a ServiceBox Inventory?
Inventory in ServiceBox refers to physical items stored across various locations in your organization—whether that’s a head office, warehouse, or vehicle. The inventory module helps you:
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Track items stored in different locations
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Transfer items between locations
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Set reorder points to restock efficiently
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Update quantities when new items are received
Inventory Tab: Locations
This section allows you to create and manage inventory storage locations. These could include office storage rooms, warehouses, or even individual vehicles. Example shown below:
Updating Inventory
Once you’ve added one or more locations, click “Inventory” on the left-hand side of your screen to access your inventory list.
Here, you can:
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View and update quantities for specific items by location
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Edit values like average cost, latest cost, sale price, and tax level
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Set a reorder point to automatically flag when stock is low
Action Buttons
On the right-hand side of each inventory line, you’ll see buttons that allow you to:
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Edit the item
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Adjust quantities
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Delete the item
Transferring Inventory
To transfer inventory between locations, click the Transfer button, then:
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Select the source and destination locations
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Search for the item
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Enter the quantity to move
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Confirm the transfer
🔍 Tip: Technicians can also transfer items directly within a Work Order.
For more detailed information about updating your inventory, check out this article.
Need Help?
Contact support by clicking the Help button in the bottom-right corner of your screen when logged in or email us at support@jobboxsoft.com.