Inventory
Inventory includes the materials, products, and equipment your business uses or sells. You can store inventory in one main location or across several places, like your vehicles. In IndusTrack, vehicles are treated as sub-locations for inventory.
Tracking inventory between storage, vehicles, and job sites can be tricky—but IndusTrack makes it simple. You can:
- Sync items from QuickBooks
- Import items from another program
- Or enter them manually
Why Set Up Inventory?
Setting up inventory helps you use other parts of IndusTrack, like Estimates and Invoices, while keeping better control of your materials and equipment.
In the Inventory Settings, you can manage several types of items:
- Inventory Items – Products you track and sell
- Non-Inventory Items – Materials you don’t need to track closely
- Services – Labor or service-related entries
- Assembly – A mix of inventory, non-inventory items, and services
- Equipment – Machines or tools used on the job
How to Access Inventory Settings
Go to the Settings (Gear icon) > Inventory. You’ll see these sections:
Who Can Manage Inventory?
Office users can create and update inventory items based on their permissions. Permissions can be:
- No Access
- View Only
- Edit Access