Keep the shop organized
Know where the part is before the truck rolls.
Items, categories, units, vendors, RFQs, warehouses, stock levels, transfers, POs, bundles, serials, and batches.
Useful to the people doing the work
Where inventory fits
Office team
Keep shared work organized and easy for the next person to find.
Operations manager
Standardize handoffs and spot work that is waiting on someone.
Administrator
Maintain reliable structure without adding another side system.
See inventory in Service Opus
How the work moves
A practical way to run this workflow
Track stock, purchasing, movement, and job material readiness across warehouses and trucks.
Who uses it
- Warehouse and purchasing teams managing parts and supplies.
- Service managers planning job readiness.
- Technicians using truck stock and returning unused materials.
Set it up right
- Create items, units, categories, vendors, warehouses, truck locations, and reorder rules.
- Decide which items require serial, batch, warranty, or expiration tracking.
- Set standards for receiving, transfers, adjustments, cycle counts, and returns.
Run the workflow
- Review item and stock-level dashboards for shortages, reservations, and open orders.
- Reserve material for upcoming jobs when scope is known.
- Create RFQs or purchase orders for items that need sourcing.
- Receive inventory and update stock locations accurately.
- Transfer, issue, return, or adjust stock as it moves between shop, truck, and job.
- Review inventory analytics for value, movement, and replenishment decisions.
Do not let this slip
- Stock quantities match physical counts.
- Job-reserved material is not consumed by unrelated work.
- Serialized or batch-controlled items have traceability data.
- Open purchase orders and receipts are reviewed before reorder decisions.
What it hands off to
- Jobs for material reservations and consumption.
- Quotes and Estimating for priced line items.
- Accounting for cost and purchasing export readiness.
- Reporting and Analytics for stock value and movement trends.
See it with your process
Walk through inventory using the way your company works today.
No generic slide deck. Bring a real handoff, problem, or operating question and see how the workflow fits.