Team and projects
How do I see and reserve stock?
Check physical in-hand and reserved stock across products and raw materials, adjust quantities, and reserve items for projects.
Step-by-step instructions
- 1Open Inventory to see your stock overview, filtered by Finished Products, Spare Parts, or Raw Materials.
- 2Check the top cards for Physical In Hand, Assigned to Projects, and Available Physical stock.
- 3To update an item, tap Adjust Stock to open Adjust stock.
- 4Enter the Change (+ or −) and tap Save to update the quantity on hand.
- 5Items allocated to work orders or projects show under Assigned to Projects until the work is finished.
Good to know
- Inventory changes from purchase orders and work orders update automatically. Locking stock for a project reserves free units atomically.
Related articles
Ready to test this in your workspace?
14-day free trial · No card required.