With Loc8's Inventory Library, you can set up a record of items, which are basically parts or materials of products and equipments you would use in jobs.
Keeping a record of items in the Inventory Library lets you refer to them whenever they are used in jobs and also helps to include their costs as part of your total charges and include them in your invoices against the GL Codes in your financial account like Xero or Quickbooks Online.
In this article, we will see how to
Adding a new item to the Inventory Library
STEP 1 Go to the Libraries tab. This is where you can add and manage items in your inventory.
STEP 2 Add the items you want to keep a record of in the Inventory Library.
The GL Code are the General Ledger account codes used to categorise different expenses and incomes in your organisation, the Unit Cost is the amount you had to pay to procure the item and the Unit Charge is considered as an expense to complete the job.
Once an item is added to your Inventory, you can look them up and reference them in jobs using those items from either the browser or the mobile app.
Applying Inventory to Jobs
STEP 1 Go to the Jobs area, and expand the job that uses items from your inventory.
STEP 2 Choose the required materials from the Inventory Library, and enter the quantity and charge. This can be done in field via Loc8 Mobile, or directly from the Inventory tab under Work logs on the job inspector.
Once you have added the item, you will see the total cost appear under the Charges section on the jobs inspector.