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Inventory

Adding inventory items​

  1. Go to Inventory in the left navigation
  2. Click New Item
  3. Enter the item details:
    • Name and SKU
    • Unit cost and currency
    • Quantity on hand
    • Reorder threshold
  4. Click Create Item

Stock management​

RoundTrip automatically decrements stock when a technician records part usage on a ticket. If a technician tries to record more parts than are available, the system will prevent it and show an error.

When stock falls below the reorder threshold a low stock event is recorded.

Adjusting stock​

To manually adjust stock levels:

  1. Open the inventory item
  2. Click Adjust Stock
  3. Enter the new quantity and reason
  4. Click Save

Reorder threshold​

Set a reorder threshold on each item so you know when to reorder. When stock on hand falls at or below this number RoundTrip flags the item as low stock.