Inventory & Trucks
Stock inventory by truck instead of one company total
If your company stocks each truck, turn on per-truck inventory. Then a part a tech uses on a job automatically comes off that tech's truck, and you can see on-hand for every truck and the shop side by side. It's off by default.
Where: Dashboard -> Trucks & inventory locations panel
- Find the "Trucks & inventory locations" panel on your dashboard and click "Turn on per-truck inventory." Confirm when asked - your existing stock total is never lost.
- Click "+ Add truck." Give it a name (e.g. Truck 3 - Mike), an optional ID (plate, VIN, or your own number), and pick the regular driver from your technician list. Save.
- Repeat for each truck. The tech you set as regular driver is whose truck a job's parts deduct from.
- Use "Receive stock" to load parts onto a truck or the shop from a delivery or sign-out sheet: pick the location, add item + quantity lines, and click Receive.
- Use "Transfer" to move stock between the shop and a truck - your company total doesn't change.
- Read the "On hand by location" table to see each item's count per truck and shop, with a red ⚠ on anything low.
Good to know
- Only turn this on if you actually stock trucks this way - for one shared supply, the single company total is simpler.
- Turning it back off returns you to one company-wide total but keeps your per-truck breakdown in case you switch back.
- Removing a truck keeps its stock history and sends its assigned tech back to the shop.