Stock & vehicles

Inventory & Purchasing

Two parallel catalogs, suppliers, purchase orders, and low-stock visibility.

Products vs. materials

Products and Materials are two separate, near-identical catalogs. Products are priced with a unit price (what you charge a customer); Materials are priced with a unit cost plus a unit of measure (each, box, ft, etc. — what you pay). Both track a SKU, an optional supplier link, quantity on hand, a reorder point, and can be deactivated instead of deleted.

Using materials on a job

Logging a material as used on a job decrements that material's quantity on hand and snapshots its cost at the moment of use — so a job's recorded cost won't change later if your catalog price changes. Deleting a logged usage restores the stock.

Suppliers

Simple contact records — name, contact person, email, phone — that you can link from products, materials, and purchase orders.

Purchase orders

Create a purchase order against one supplier with a list of materials, quantities, and unit costs. A purchase order moves through Draft → Ordered → Received (or can be cancelled from Draft or Ordered).

Worth knowing

Stock is only added back to your materials catalog when a purchase order is marked Received — creating or ordering a purchase order doesn't touch stock levels on its own.

Low stock

An item is flagged low stock once its quantity on hand drops to or below its reorder point (only checked for active items that have a reorder point set). The Materials list shows a "Low stock" badge, a low-stock-only filter, and a count of how many items are low.

Worth knowing

Low stock is shown on the Materials list — a badge, a filter and a count — rather than pushed to you as an alert, so it is something to glance at before a supplier run rather than a notification arriving mid-job.