ServiceFlow Pro Docs
Inventory & Manufacturing

Inventory & Locations

Track stock levels, transfers, and reservations.
6 min read

Inventory & Locations

Overview

Inventory tracks parts and materials your team stocks, reserves for jobs, and moves between locations (shop, warehouse, truck, etc.). Accurate inventory supports job costing, price book component roll-ups, and purchase ordering.

How to access

  • Inventory list — Inventory (/inventory)
  • Locations — Inventory → Locations tab (same page)
  • Transfers — Inventory → Transfers tab
  • Purchase orders — Inventory → Purchase Orders (/inventory/purchase-orders)

What you can do today

  • Create and edit inventory items (SKU, cost, supplier, category, attributes, images).
  • Track on-hand quantity by location.
  • Define locations (shop, warehouse, vehicle bins where configured).
  • Transfer stock between locations.
  • View stats and low-stock signals on the inventory dashboard.
  • Link items to price book components and purchase orders.
  • Use attributes and category defaults (see Using Attributes on Items).
  • Manufacturing businesses see additional manufacturing-related inventory links (see Manufacturing Module).

Prerequisites

  • Inventory view/create/update permissions.
  • Locations set up before transfers or location-specific counts.
  • Supplier and cost data for items you buy regularly.

Step-by-step

Add an inventory item

  1. Inventory → Add.
  2. Enter name, SKU, category, cost, supplier, and unit of measure.
  3. Add attributes if needed.
  4. Assign default or initial location quantities.
  5. Save.

Manage locations

  1. Inventory → Locations tab.
  2. Add or Edit a location (name, active flag, optional vehicle link).
  3. Save.

Transfer stock

  1. Inventory → Transfers tab.
  2. Choose from and to locations.
  3. Add lines and quantities.
  4. Submit the transfer.

Reserve or consume on jobs

Job line items and component usage follow your estimate/job workflow—confirm quantities on completed work so on-hand stays accurate. Use Count Sheets when physical counts disagree with the system.

Current limitations

  • Serialized/lot tracking is limited compared to full WMS products.
  • Automatic deduction from every job completion depends on how your team posts materials—some updates are manual.
  • No built-in barcode scanner app in the main web UI (mobile field apps may differ).
  • Multi-currency supplier catalogs are not supported.

Roadmap

  • Stronger job-to-inventory auto-consumption from price book components.
  • Barcode scan workflows on mobile.
  • Reorder point alerts tied directly to PO drafts.

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