You can create and maintain a list of items, which are basically parts or materials of products and equipments in a dedicated space called as the Inventory Library. Any item listed in this library can be referred to the jobs that use them and automatically accounts for their costs as a part of your total charges, eventually including them in invoices.

NOTE: Currently, the main aim of the Inventory Library is to ensure you are able to specify the additional items used in a job to account for the expenses in your invoice. As of now, the Inventory Library does not reflect the increase or decrease of stock of the recorded items. 

In this article, we will see how to

  • Add a new item in the Inventory Library
  • Apply inventory to a job

{Link to the sections below}

Adding a new item to the Inventory Library

STEP 1 Go to the Settings tab and open the Inventory Library. This is where you will list your items in your inventory.

STEP 2 Add the items you want to keep a record of and refer to them in jobs.

STEP 3 Fill out the basics of the new item other specifics such as the Unit Cost and Unit Charge, where 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.  

Applying Inventory to Jobs

STEP 1 Go to the Jobs workspace, 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 from within the browser app.

Once you have added the item, you will see the total cost appear under the Charges section on the jobs inspector.

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