Setup task
Set up inventory and stock
Track the parts and consumables jobs use, and tie them to the services that need them.
Audience: Admin or operations manager
Product screenshot
Inventory setup screenshot
Place a screenshot showing a stock item with its unit, quantity on hand, and the services that consume it.
What to do
Follow these steps in order. Keep it simple — refine after the first real workflow works.
- 1Create the units of measure you buy and use stock in (each, box, litre).
- 2Add each stock item with its unit and current quantity on hand.
- 3Attach required stock and quantities to the services that consume them.
- 4Review low-stock thresholds so jobs can warn before you run out.
- 5Confirm stock movements are recorded as work is completed.
You're done when…
Use this quick check before moving to the next setup task.
- Every consumable a service uses exists as a stock item.
- Services list the stock and quantity they consume.
- On-hand quantities reflect reality at go-live.
- Low-stock warnings appear on jobs that would run you short.
Why this matters
How this task connects to the rest of the product.
- Feeds
- Job low-stock and missing-stock warnings, reservations on confirmation, and consumption on completion.
- Depends on
- Units and services being set up so stock can attach to the work that uses it.
- Breaks if skipped
- Jobs can't warn about shortages, and completed work doesn't draw down stock.
Expected outcome
Set up inventory and stock
Jobs surface stock shortages up front and draw down inventory automatically when work completes.