Manage inventory

Inventory tracks organization-level equipment and supplies that support field work.

Feature availability

Inventory and AI Import are separate features. Your workspace may have one without the other.

Add an item

1. Open Inventory.
2. Choose Add item.
3. Enter a clear item name and the available category, type, location, vendor, and status details.
4. Record quantity, unit cost, replacement cost, purchase information, or invoice reference when known.
5. Save the item.

Adjust stock

Use an inventory adjustment when stock is received, used, corrected, or removed. Add a useful reason so the quantity change can be understood later.

Review low-stock indicators before ordering or preparing a yard visit.

Import a receipt or document

When Inventory AI Import is available:

1. Open the import action.
2. Upload a supported receipt, invoice, packing slip, or product-label image.
3. Review each proposed item and value.
4. Correct names, quantities, costs, and categories.
5. Confirm the import only when the proposed records match the source.

caution

Imported values are proposals. Check them against the original document before changing inventory.

The Marketplace area currently reserves space for future product workflows. It does not provide a documented purchase or checkout process yet.