---
title: Using Inventory Items Within a Quote - User Guide
description: Using Inventory Items Within a Quote - User Guide
---

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# Using Inventory Items Within a Quote - User Guide

## This article explains how to use inventory items within quotes in ServiceBox, including how to search, edit, and price them. Inventory is only reduced once items are added to a work order.

### **Summary**

This article explains how to use inventory items inside of a quote in ServiceBox. Inventory must be enabled and inventory items already created in your account in order to use this functionality.

### Using Inventory in a Quote

When inventory is enabled in your site, you’ll see an **Inventory** section within the pricing area of any quote. This section allows you to:

- Check the availability of inventory across all locations
- Add inventory items directly to the quote

You’ll see a screen similar to this:

[![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-May-04-2026-08-57-15-4605-PM.png?width=1302&height=543&name=image-png-May-04-2026-08-57-15-4605-PM.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19096337089/original/yvHdNB-Ph-dYvGxrW03s29MwWEsaEmi3bg.png?1657819311)

### Inventory Table Columns

The Inventory table contains the following fields:

| Column | Description |
| --- | --- |
| **Item Number** | Searchable by both item number and description |
| **Description** | The item’s description (not searchable separately) |
| **Unit Cost** | The inventory unit cost (not editable) |
| **Latest Cost** | The most recent recorded cost (not editable) |
| **Sale Price** | The price you plan to charge the customer (editable) |
| **Quantity** | The quantity you are quoting (editable) |
| **Tax Level** | Defaults from inventory settings, but can be adjusted manually |

### How to Add Inventory Items to a Quote

1. In the Inventory section of the quote, search for the item number or description.
2. Adjust **Sale Price**, **Quantity**, or **Tax Level** if needed.
3. Enter the quantity and click **Add Row**.

Each line total is calculated as: **Sale Price × Quantity**

These lines will contribute to the **Inventory subtotal** and will appear in the overall quote totals, including any applicable taxes.

### Can I Still Use Other Pricing Categories?

Yes , quotes can still include other pricing categories such as:

- Labour
- Non-inventory items
- Flat rate services

All categories will be included in the quote subtotal and tax calculations.

### When Are Inventory Items Deducted?

### Inventory **is not deducted** from your actual inventory levels when added to a quote.

Inventory is only reduced **after** the quote is approved and those items are added to a **work order**. This ensures that quoting does not impact your stock levels until the work is confirmed

### **Need Help?**

If you have any questions or need support, please click the Help button in your ServiceBox account or email us at **support@getservicebox.com**.

 

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