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Warehouse Inventory

Download Warehouse Inventory PDF

Manage what’s in each of your warehouses by going to:
Settings > Inventory > Warehouses

Office users with permission can update warehouse inventory from the backend. This includes:

  • Assigning items to a warehouse
  • Increasing or decreasing quantities

Add Inventory Items to a Warehouse

  1. Go to the Warehouses List
    Find the warehouse you want to update and click to open it.
  2. Check if the item is already assigned
    • Click the Assigned Inventory tab.
    • If the item is already listed, just update the quantity.
    • If it’s not listed, continue to the next step.
  3. Go to the Inventory List tab
    Find the item you want to add.
  4. Tick the checkbox beside the item name.
    ⚠️ If this is not checked, the item won’t be assigned even if you set a quantity.
  5. Set the quantity or select serial numbers
    • Under the Assign Qty/SN column, enter the quantity. Default quantity is 1.
    • You can’t assign more than what’s available in stock.
    For items with serial numbers:
    • Click Select Serial Numbers
    • Use the filter to find the right serials
    • Tick to select (or untick to deselect)
    • The item checkbox will be ticked automatically once a serial number is selected
  6. Click Save and Assign
    The item will be added to the warehouse. The system will deduct it from the main storage.

Increase Item Quantity in a Warehouse

When inventory is used for a job, the quantity in the warehouse is automatically updated. To restock:

  1. Open the Warehouse
  2. Go to the Inventory List tab
  3. Find the item and tick the checkbox
  4. Enter the quantity to add. If it uses serial numbers:
    • Click Select Serial Numbers
    • Tick the serial numbers to add
  5. Click Save and Assign

The item count will update in the Assigned Inventory tab.

Decrease the Quantity of an Item Manually

Normally, inventory reduces automatically when items are used. But you can also update it manually.

  1. Open the Warehouse
  2. Go to the Assigned Inventory tab
  3. Find the item and Unassign it
  4. Go to the Inventory List tab
  5. Reassign the item with the new (lower) quantity
  6. Click Save and Assign

This updates the inventory count in the warehouse.

Remove (Unassign) Items from a Warehouse

  1. Open the Warehouse
  2. Go to the Assigned Inventory tab
  3. Tick the item(s) you want to remove
    • To remove all items, tick the box in the Name column header
  4. Click Save and Unassign

The item will be removed from the warehouse and returned to the main inventory.