Inventory & Trucks
Review min/max replenishment and local tax zones
Truck or shop stock targets propose a draft purchase order for human review, while ZIP/county tax zones preserve precise local rates and fall back to the state rate.
Where: Inventory -> Money operations -> Replenishment; Manage company -> Tax zones
- Set a minimum and target quantity for each high-use pool chemical or part at the Shop or truck location.
- Review the proposed replenishment quantity, then confirm only the items the office wants on a draft purchase order.
- Use the tax-zone wizard to enter a ZIP or county and its full local rate.
- Resolve every tax-mismatch attention row before invoicing a customer whose address changed.
Good to know
- WaterMark proposes replenishment; it never places an automatic vendor order.
- Overlapping active tax geography is rejected so one invoice has one deterministic rate.