For the complete documentation index, see llms.txt. This page is also available as Markdown.

See and browse your inventory (the Inventory page)

The Inventory page lists the stock-tracked items your business keeps on hand, the parts and materials used on jobs. Each row shows the item Name and SKU, plus its quantities: Incoming (ordered on placed purchase orders but not yet received), Total Qty (on hand, including reserved), Reserved (assigned to jobs or visits that aren't completed yet), Available (on hand and not reserved), Reorder Level, and Used Last 30d.

Click a column header to sort, and click a row to open that item. Use the Filter by name or SKU box to narrow the list, the location selector to view a single location or All Locations (the Reorder Level column shows when viewing All Locations), and the All / Needs Reorder toggle to show only items that have dropped below their reorder level.

Transfer Items moves stock between locations, and each row's menu has Adjust Total Quantity. You can also ask Essential to find an item, check its stock, or see what's running low across the business.

Inventory list

Where to find it: Inventory page (main navigation, Inventory)

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