There are three ways you can add items to your inventory.
- From The Inventory Page
- From The Job page, while adding parts to it
- From Mobile App while editing job.
Before you can add items, there are a few setups necessary. Let’s go over those first.
Inventory Settings
Location Type
To reach the location type, click the cogwheel in the right hand corner of the toolbar to open the configuration tab. Once opened, navigate to Inventory Settings -> Location Type
Here, you can setup your inventory location category or types. This includes service vehicles as well.
You can click on the New Location Type button to add a new record. Once clicked, you’ll be able to add a location code, location type and the bin format. You’ll also have the option to add a warehouse code. When finished, click Save to continue
The bin format is as follows: “#” represents a number, and “A” represents a character. If you type ##AAA#, then 45BGU8 will be the valid bin. More on location types| Location Type
Location
Back in the Inventory Settings, click on Location
This is the actual location of your inventory, including the physical address of the location. To create a new location, click the New Location button
Once clicked, you’ll be able to add details about your new location, including name, address, and contact phone numbers. Bins can also be created within this section. More details on this section here | Location
Manufacturer
Within Inventory Settings, click on the Manufacturer section
You can list out all the manufacturers and brands you use for your parts, materials, or supplies. Click the New Manufacturer button to add a new manufacturer. Then click the View button in the manufacturer row to add multiple brands for that manufacturer.
More on Manufacturers |Manufacturer
Distributor
List out all the Distributors from whom you buy parts, materials or supplies.
Note: You at least need one Distributor to be able to create Purchase Order
Edit Distributor
Click on the edit button in the distributor listing, and you can edit the information there. You can add a name, website, phone number, email, address, zip code, state, and city of the distributor.
We also integrate with many distributors to automatically pull part information. In that case, you need to enter the user account number of the distributor and the login username and password to integrate with their API.
You can set status to active or inactive
You can choose if the parts covered by the warranty need to be replaced based on the cost or price of the parts.
You can make multiple contacts for the distributor. You can map the manufacturer and distributor to say that you get certain branded products from this distributor. More on Distributors | Distributors
Product Family
This is the place where you can define the product, equipment, or asset you perform any operations on. This could be used if you are in the business of renting out equipment or fixing equipment. This list could also be used to define the capabilities required to perform a job. This is a 5-level nested hierarchy. So think more like what type of skill set your team members need to have and design your product hierarchy based on that.
Some examples
More on Product Family setup | Product Family
Adding New Inventory Items
Go to the Inventory Item page. Click the New button from the top right.
This will open the inventory item edit page.
Fill in all the needed information, and Save it.
Show Distributor Price on Invoice: This setting, if checked, always pulls the distributor item price( if ServiceWorks is connected to the distributor, means pulls the pricing )
There is a global setting for Show Distributor price on Config page. If you check/uncheck on the global setting it will ask if you want to update all your inventory items to reflect this change.
Add Inventory From Job Page
You can start with 0 inventory and still be able to add parts to a job, and in the inventory when you add the parts to your job. The video below will show you how to do it.
Add Parts from Mobile App
You can add parts to your inventory from mobile app as well. The following video shows you how a new part is getting added from the Job/Estimation from mobile app.
