Inventory

What it's for

Inventory is what you have, where it is, and what needs ordering. It covers warehouse shelves and van stock alike, because a part on a truck is stock too — it is just stock that moves.

Reach it from Materials & Purchasing → Inventory in the sidebar, at /inventory. Cylinders have their own view at Cylinders.

Tabs

Parts — the catalogue of stocked items.
Cylinders — refrigerant cylinders, tracked individually by serial.

Panels and controls

The list

Search covers the list — "Search inventory…".
Filters, each with a count: All, Low, Out, Trucks, and On order. Low and Out are the working views; Trucks answers "who has it" when the warehouse shelf is empty.
Columns: Part · Code, Category, Stock level, Avail, On hand, Reorder pt, Avg cost, and Actions. Avail is what you can promise; On hand is what is physically there — the gap is what is already committed to jobs.

Bulk actions

Adjust stock, Transfer, Set reorder pt, and Create PO for the ticked items. Creating purchase orders straight from the low list is the loop this screen is built around.

Create location adds a warehouse or a van. A van location can be assigned to a technician; a warehouse cannot — "Only van locations can be assigned to a technician." One location is the default warehouse, and it cannot be archived while it holds that role.

Restock requests

Technicians can ask for stock; requests show Item, Destination, Requested, Fulfilled, Remaining, Warehouse, and Status. Fulfill ships it, Queue request raises one. No pending restock requests is the empty state.

Archiving

Nothing with stock in it can be archived — "This item still has stock on hand — transfer or zero it out before archiving." and "This location still has stock — transfer it out before archiving." That is deliberate: archiving stock you still physically own would make the ledger lie.

What it accepts

Field	Format	Required	Rule
Name	Free text — "e.g. 24V Transformer"	Yes	"Name is required."; "Name is too long."
Category	Free text — "e.g. Refrigerant"	No	"Category is too long (100 characters max)."
Reorder point / threshold	A whole number, 0 or more	No	"Reorder point must be a whole number ≥ 0."
Unit cost	Cents, 0 or more	No	"Unit cost must be 0 or greater."
Track individual units	On or off	No	Turns on serial-level tracking
Preferred vendor	Pick a vendor	No	"Vendor not found."
Vendor part #	Free text	No
Lead time	Days, 0 or more	No	"Lead time must be 0 or greater."
Pricebook item	Pick an item	No	One inventory item per catalogue entry — "Another inventory item is already linked to that pricebook entry."
Location name	Free text — "e.g. Main Warehouse"	Yes	"Location is required."
Location type	Warehouse or van	Yes
Assigned technician	Pick a technician	Vans only	"Only van locations can be assigned to a technician."
Adjustment	A nonzero whole number	Yes, to adjust	"Enter a nonzero whole-number adjustment."
From / To location	Pick locations	Yes, to transfer	Must both be set and must differ; "Not enough stock at the source location."
Quantity	A whole number greater than 0	Yes, to transfer
Target quantity	A whole number	No	"Target quantity must be greater than or equal to minimum quantity."

How to configure it

Inventory settings decide how stock is valued and whether reorder alerts are raised automatically.
Price book settings supply the catalogue items an inventory item links to.
Purchasing settings decide what happens when Create PO is used from a low-stock row.
Branches decide which locations belong where.

Who can see it

This screen sits behind the Inventory area.

Owners and office managers can open it. Dispatchers and technicians cannot — a technician sees their own van stock in the field app and raises restock requests from there. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.

The full role matrix is on Roles & permissions.