Inventory

The Inventory page tracks the parts your shop keeps on the shelf: oil, filters, pads, wipers, whatever you stock.

What it tracks

Each part carries a name, part number, brand, category, unit, your cost, on-hand count, and a low-stock threshold. Counts take decimals, so 2.5 quarts of bulk oil is 2.5, not a rounding compromise. The page rolls that up into three states, in stock, low, and out, with counts across the top and search by name, part number, or brand.

Using stock on estimates

Inventory parts drop straight onto any estimate as line items with cost and retail already set — on repair orders and in Quick Estimate. On-hand counts keep the floor honest about what is actually on the shelf.

Typing a part description on a job also searches your stock as you type: pick the match and the line fills in with the part number, cost, retail, and condition, linked to the shelf. Each linked line shows its coverage right on the job — from stock when the shelf covers it, or 2 of 3 from stock · order 1 when it doesn't. Stock goes to the oldest claim first, so if another job releases a part (line removed, job cancelled, or the part ordered from a supplier instead), the next job in line picks it up automatically.

Adding a part to a job reserves it: the shelf count stays put, but the units show as claimed until the job completes (when stock actually deducts) or the line is removed (the claim releases). Unpaid counter sales reserve their parts the same way — held from the moment the sale is created until it's paid (stock deducts) or voided (the hold releases). Jobs and sales draw from one pool, so a part can't be promised twice.

Stock status runs on what is free to promise (on hand minus everything reserved), so a part that is physically present but fully spoken for reads as out. Adding more than what's free never blocks you — the row shows how many are reserved and, when you're short, how many to order.

Selling over the counter

Sales on the Inventory page rings up a part or quick charge with no vehicle attached — search your stock onto the sale (it deducts on payment), attach a customer or not, take cash, or text/email the invoice. Pending and past sales stay on that page. See counter sales.

History

Every quantity change is logged: used on a job (and which one), counted, received, added, removed — with who and when. Open any part to see its recent history.

Restocking

Open PartsTech from the Inventory page to place a stock order, by keyword or for a specific vehicle. The order flows back into inventory the same way job parts flow onto estimates. The cart keeps itself between visits — close the tab mid-order and your lines are still there next time, with prices and shelf counts rechecked when you reopen.