How to Add Inventory Items

No need to use guesswork or do physical stock checks when using the Inventory feature in Jobman. Track your stock levels, & have full overview of all of your warehouse stock and it's value at all times.

Tip: your stock on hand will automatically reduce once these are assigned as material items in a job, if you don't have enough stock to fulfill the job requirement, a purchase order will be raised for you to review and send.

Adding Inventory Items

Add inventory items at any time by accessing the Inventory tab from your user menu panel and follow the below steps:

Click 'Create'.
Choose your item from the catalogue or start typing it in under 'Name' which will pre fill your data.
Enter the amount of units.
Choose the item location.
Enter your bay location if applicable.
Update pricing if required, see recommendations below.
Finalise by clicking 'Create'.

You will now be taken to the summary of the item you've just added. Easily update this if required by using the 'Update' button or delete by using the 3-dot menu.

Recommendations:

Items should be set up in your catalogue as materials before adding these to your inventory.
If the price has changed, it is recommended to update this in your catalogue first.
Alternatively, if the price has changed only for this delivery, update when you add to inventory.

Add Inventory Items to a Job

Easily add your inventory items to a job by following the below steps:

Access your job from the Jobs tab.
Click into the 'Resources' tab in the Job.
Click into 'Materials'.
Click 'Create'. This will look very similar to when you create an inventory item.
Choose your material from under the Inventory tab as shown below, this will pre fill most of the data.
Enter the amount of units.
Choose the Job Item from the dropdown.
Finalise by clicking 'Create'.

You will now be taken to the summary page showing your inventory item under your materials.

Understanding your Inventory

Easily see where your stock is allocated by accessing your inventory and searching for the item.

If the item is allocated to a job this will show in the 'Job' column.

If the item is in stock and not allocated, the 'Job' column will be clear.

Generating a Picklist

To remove inventory items used in jobs, via the materials tab (keeping your inventory up to date).

Access job raw materials under jobs>resources>materials.
Choose quantities to remove (via inventory or ordered in from purchase order) on the picklist.
Click Remove from Inventory.
These items will now deduct from your inventory automatically.

Please Note: if you can't see Picking Lists by following the above steps you need to go to Settings > Staff, ensure the staff roles you require to access this have "Pick job materials" ticked.

Need more assistance? Check out our help video below, please note we are constantly updating and improving some things may have changed!