Inventory management for field service and trades

A plumbing or electrical outfit does not lose inventory in the warehouse. It loses it in van three, on a Thursday, two jobs from the shop. Knowledge ERP treats every van as a location, so truck stock is tracked stock.

The setup that works

Make the warehouse and each van a location. Fittings, valves and wire live as products with units in bins; the expensive test equipment gets serial numbers. Restocking a van is a transfer, with in-transit visibility while the parts move. When a tech grabs a meter for the week, that is an asset checkout with a due date and a signature.

  • Per-van stock counts, so "do we have one on a truck?" has an answer
  • Barcode labels on every unit and bin, printed from label sheets
  • Reorder points per location, with a reorder digest on the mornings you pick
  • Cycle counts by van, ten minutes in the parking lot instead of a lost Saturday

Add Purchasing and the low stock report turns into submitted purchase orders with your vendors' own part numbers on them. Add Appointments and customers book service windows themselves.

Typical bill

A 10-person crew with Inventory and Purchasing pays $268 a month

That is the whole bill: $89 + $59 in modules, plus ten Growth seats at $12. See pricing for other mixes.