How to Add and Manage Inventory Items (Stock)
Eliminate the guesswork and countless hours spent on stocktake with Jobman's inventory feature. Track your stock quantities and values in real time as materials come in and out of your warehouses every day!
Automation: Your stock levels in inventory will automatically reduce when items are assigned as job materials. If you don't have enough inventory items to complete a job, a purchase order will be generated for you to review and send.
In this article:
Adding Inventory Items to a Job
Adding Inventory Items
To add items to your inventory, follow these steps:
- From the User Menu Panel, navigate to Inventory.
- Click Create.
- Choose your item from the catalogue, or start typing in the Name field, which will pre-fill your data.
- Enter the number of units.
- Choose the item location.
- Enter your bay location if applicable.
- Update pricing if required (see recommendations below).
- Click Create again.
You will be redirected to a summary of the item you've just added. Enter further details if required by clicking Update, or delete by using the 3-dot menu.
Recommendations:
- Items should be set up in Catalogue > Materials before adding them to your inventory.
- If an item price has changed, it is recommended to update this in your catalogue first.
- Alternatively, if the price has changed for this delivery only, update when you add to inventory.
Adding Inventory Items to a Job
To add your inventory items to a job, follow these steps:
- From the User Menu Panel, navigate to Jobs.
- Click into the job you want.
- Click Resources > Materials > Create.
- Choose your material from the Inventory tab as shown below. This will pre-fill most of the data.
- Enter the number of units.
- Select a Job Item from the drop-down, if applicable.
- Click Create again.
You will be redirected to a summary of the item added under your materials.
Understanding Your Inventory
To see where your stock is allocated, navigate to Inventory and search for a specific item.
If the item is allocated to a job, you will see the job number in the Job column.
If the item is in stock and not allocated, the Job column will be clear.
Generating a Picklist
Generate a picklist to remove items from your inventory when they are used for jobs. To generate a picklist, follow these steps:
Click into your job and navigate to Resources > Materials > Picking List:
Select your items and/or quantities to remove:
- Click Remove from Inventory.
- These items will be automatically removed from your inventory.
Please Note: if you can't see Picking Lists by following the above steps, you may not have Pick job materials enabled for your staff role. Read more: Staff Roles and Permissions