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Products & Services

Track materials, services, and products, plus stock, transactions, and purchase orders

Products & Services

Build a catalog of the materials, services, and products your company sells and consumes, then track stock levels, usage, and purchase orders from one place. Select Products & Services in the sidebar to open the catalog.

Quick Start

  1. Open Products & Services from the sidebar
  2. Click Add Item and choose a type (material, service, or non-inventory)
  3. Enter a name, and add pricing, unit, and reorder point as needed
  4. Record usage on projects and work orders
  5. Review stock value, the Low stock view, and usage on the list, and export CSV for deeper analysis
The Products & Services Items tab with demo data. View tabs read All items 16, Low stock 4, Below zero 0 and On order 4, with Stock value $15,720.00 at the right. Below them the toolbar holds the name or SKU search, All types, All categories and Columns. The table lists Item, Category, On hand, Unit cost and Value, with a checkbox at the start of each row and a menu button at the end. Low items show Low before the quantity, and items on a purchase order show how many are on order. More and Add Item sit in the page header, with the Items, Transactions, Catalog, Purchase Orders and Suppliers tabs across the top

Item Types

Every catalog item is one of three types. The type controls whether the item tracks a running quantity.

TypeTracks stock?Best for
MaterialYesPhysical goods you hold and consume (casing, grout, fittings)
ServiceNoLabor and services you bill (drilling, pump install, testing)
Non-inventoryNoGoods you sell or use without holding stock

Materials show quantity, reorder point, and stock status. Services and non-inventory items are stockless: they carry pricing and tax settings but no on-hand quantity.

Sections

The Products & Services module is organized into tabs across the top.

TabPurpose
ItemsYour catalog: add, edit, adjust stock, import/export
TransactionsEvery stock change and material usage, filterable and exportable
CatalogBrowse connected suppliers' products and add them to a purchase order
Purchase OrdersBuild purchase orders, send them to suppliers, receive the stock, and create bills
SuppliersConnected ordering partners and the vendors you enter on purchase orders

Topics in This Section

Getting Started

Start by adding a few items. A material item can carry an initial quantity and a reorder point so the list warns you before you run out; a service or non-inventory item just needs a name and a price. Each item can also hold a SKU, category, unit, tax settings, and an income account for accounting.

As crews use materials on projects and work orders, the system records usage transactions automatically and decrements material stock. Reviewing the Transactions tab and the usage chart on the Items list helps you spot trends, tune reorder points, and plan purchasing.

Step-by-Step: Weekly Reconciliation

  1. Open the Products & Services list and check the Low Stock alerts
  2. Review recent usage on the Transactions tab
  3. Compare expected versus on-hand quantities for key materials
  4. Record stock adjustments with a reason for any variance
  5. Build purchase orders for the items you need to reorder

Related Topics