Articles tagged inventory

Marinas book a specific slip. Hotels and campgrounds book a *type* of room or site and assign the exact unit later. This is how to set the system up to work the way a front desk actually works.

Categories can now nest — Auto Glass › NAGS Glass, HVAC › Filters › Pleated — and be reordered, renamed, merged and retired without breaking anything already sold. How to design a category tree your team will actually us...

How a piece of equipment moves through its life in your system: received into inventory, assigned to a job or installed at a customer site, serviced over time, billed for, and eventually retired — with full history retai...

Stock levels tell you what's on the shelf now. The stock movement report tells you why: every part received, used on a job, returned or adjusted, with a link to the job, invoice or purchase order behind it.

Your sellable price list is what customers see. Vendor price books are what you pay. Keeping them separate but linked is what makes margin tracking work — and it's what gives you a real answer when a vendor raises their...

Warehouses and stock tracking are powerful but optional. Here's the decision framework, how the Inventory screens fit together, and the habits (adjustments with reasons, transfers, counts) that keep the numbers true.