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

  1. 1
    Open Inventory to see your stock overview, filtered by Finished Products, Spare Parts, or Raw Materials.
  2. 2
    Check the top cards for Physical In Hand, Assigned to Projects, and Available Physical stock.
  3. 3
    To update an item, tap Adjust Stock to open Adjust stock.
  4. 4
    Enter the Change (+ or −) and tap Save to update the quantity on hand.
  5. 5
    Items 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.

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