Summary
Inventory refers to the items you have in stock and actively track the quantities of.
To bill a customer for inventory items, you will need to ensure that the inventory function is turned on in your Feature Settings.
To add the inventory items and their prices, click on the Inventory module found in the left hand side menu:
Accessing Inventory
The inventory module includes the following columns:
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Item Number – The identifier for the inventory item.
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Description – A description of the item.
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Avg Unit Cost – The average unit cost of the inventory item.
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Latest Cost – The most recent cost of the item.
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Sale Price – The price charged to the customer.
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Tax Level – The applicable tax for the item.
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Quantity On Hand – The number of units currently in stock.
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Reorder Point – A trigger number that prompts a reorder symbol when stock runs low.
Inventory in Work Orders
This is what the inventory section looks like inside a work order:
Inventory Locations
To set up inventory locations, go to:
Settings → Inventory
You can also transfer inventory items from one location to the other to better track where your stock is.
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.