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The Inventory module in Inventory HQ is the master list of materials across every warehouse and service truck in your account. Each row shows the material name, categories, unit type, total stock on hand, minimum stock alert, and status. This page explains what you see on the list and how to manage items using row actions, search, and filters.

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What each row shows

Every material in Inventory appears as a row with these columns:

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Row actions

Click the action menu on any inventory row to perform these tasks:
  • Edit: Change item details, including price per unit and minimum stock alert.
  • View: See current stock broken down by location, plus the full batch history for the item. Batches are consumed FIFO, so the oldest stock is used first.
  • Restock: Add quantity to a specific location. Each restock creates a new batch at the price you enter.
  • Assign to Categories: Tag the item to one or more categories for cleaner filtering and reporting.

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Searching and filtering

Use the search bar at the top of the Inventory page to find materials by name. Open the Filters panel to narrow the list by unit type, category, status, or a specific warehouse or service truck.
The location filter is how you check what is sitting at one location only. Select a warehouse or service truck to see only the stock at that location.

Adding Items

Add materials one at a time or in bulk across your account.

Bulk Import

Load many materials at once using a company-specific template.

Reorder Alerts

Set minimum stock thresholds and act on low stock alerts.

Partial Materials

Handle leftover and partial quantities returning from jobs.