Inventory & equipment

Receive and count stock, track equipment and use materials on a Work Order.

22 articles

• Adjust Stock to a Counted Quantity →ServiceVisit lets you correct the on-hand quantity of an item at a location to match what you counted. You would use it when the shelf or the truck holds a different amount than the system shows.
• Check Out and Return My Tools →ServiceVisit lets a technician take custody of a tool and hand it back without being able to manage the whole tools list. You would use it when a technician picks up a piece of equipment from the shop…
• Consume Stock on a Work Order →ServiceVisit lets you record parts used on a Work Order. You would use it when a technician has installed or used stock on the job, so your on-hand quantities go down by what was actually used.
• Count Inventory →ServiceVisit lets you run a count of the stock at a location and compare it with what the system shows. You would use it to check a shelf, a vehicle or a warehouse against the records.
• Counting and Reconciling Inventory →A count compares what is on the shelf with what ServiceVisit shows for one location. You record the quantity you counted for each item, review the differences, and then reconcile. Reconciling posts an…
• Dispose of Stock →ServiceVisit lets you write off stock that you can no longer use. You would use it for parts that are damaged or expired, so they stop counting as stock you can send out.
• Export Inventory →ServiceVisit lets you take your inventory data out as a file. You would use it to review it in a spreadsheet, share it with a supplier, or keep your own copy.
• Import Inventory →ServiceVisit lets you load your inventory from a spreadsheet instead of typing it in. You would use it when you first set up inventory, or when you have many items or quantities to change at once.
• Importing and Exporting Inventory →The Import / Export page loads many catalog items or opening stock balances at once from comma-separated text, and exports your catalog, stock and tools. Imports always offer a preview first, and the…
• Inventory Management Overview →Inventory Management tracks the parts, materials and tools your business keeps, where each one is, and how much of it is available. Every change to a quantity is recorded as a movement, so you can…
• Manage Inventory Locations →ServiceVisit lets you create and edit the locations where your stock is kept. You would set up a location for each place you hold inventory, such as a warehouse, a shop or a vehicle, so that every…
• Manage the Inventory Catalog →ServiceVisit lets you build and maintain the catalog of items you track in inventory. You would use it when you start stocking a new part, tool or piece of equipment, or when the details of an…
• Manage Tools and Equipment →ServiceVisit lets you track individual tools and equipment by serial number. You would use it to know which unit you own, where it is, who has it, and when it is due for maintenance.
• Receive Stock →ServiceVisit lets you record stock arriving at one of your locations. You would use it when a delivery comes in or when you add parts to a shelf or a vehicle, so that the quantity on hand matches what…
• Receiving, Transferring, Adjusting and Disposing Stock →Four actions on the Stock page change how much you have: receiving new stock, transferring it between locations, adjusting it to a counted quantity, and disposing of stock that is damaged or expired…
• Reconcile an Inventory Count →ServiceVisit lets you approve a count and apply its results to your stock. You would use it after a count has been captured and you are satisfied that the counted quantities are right.
• Reserve Stock for a Work Order →ServiceVisit lets you set stock aside for a Work Order before the visit happens. You would use it when you already know which parts a technician will need, so nobody else uses them in the meantime.
• Reserving and Using Stock on a Work Order →You can set stock aside for a work order before the visit, record the parts that were used on the job, and release anything that went unused. This is the operational record of parts and stock used. It…
• Return Unused Reserved Stock →ServiceVisit lets you release stock that was reserved for a Work Order but not used. You would use it when a job needed fewer parts than expected, or the visit was changed, so the unused quantity…
• Transfer Stock Between Locations →ServiceVisit lets you move stock from one of your locations to another. You would use it when you restock a vehicle from the warehouse, or move parts between your shop and a technician's truck, so…
• View Inventory →ServiceVisit lets you look at your inventory without changing it. Under Inventory in the menu you can see the catalog of items you track, your locations, the stock held at each location, the ledger of…
• View Inventory Reports →ServiceVisit gives you an inventory dashboard that sums up your stock at a glance. You would use it to see where you stand and what needs attention without opening each location.