AIBiz Inventory Help Center

Start Here

• Add locations for offices, warehouses, vehicles, storage rooms, job sites, or employee kits.
• Add items for inventory, tools, assets, consumables, supplies, parts, equipment, and serialized property.
• Set reorder levels so low-stock items are easy to identify before work is delayed.
• Use cloud folder references for receipts, manuals, warranty files, photos, or item documents once Cloud is connected.

Items And Locations

• SKU: unique inventory code inside the subscriber account.
• Quantity: current count on hand for that item.
• Reorder Level: quantity at or below which the item should be restocked.
• Location: where the item is primarily stored or assigned.
• Supplier / Cost: purchasing information used for planning and vendor follow-up.

Stock Movement

1. Choose the item that changed.
2. Select the movement type: add, remove, transfer, adjustment, check-out, or check-in.
3. Enter the quantity and location details.
4. Add a reason, reference number, project code, or staff note.
5. Save the movement so the item quantity and history remain accurate.

Asset Checks

• Use asset checks for tools, equipment, vehicles, devices, kits, or serialized property.
• Record condition, checked-by name, notes, and the next check date.
• Use condition history to spot damaged, missing, overdue, or high-maintenance items.
• Pair asset checks with Cloud files later for photos, receipts, manuals, or inspection documents.

Operating Controls

• Review low-stock items before purchasing or dispatching crews.
• Keep item names and SKUs consistent so staff can search quickly.
• Use locations carefully when moving items between vehicles, job sites, and storage.
• Do not delete inventory history after reconciliation; mark inactive or adjust with a note when possible.

Suite Integrations

• Emailer can send low-stock, check-out, or overdue asset notices after integration.
• PBX/SMS can send urgent inventory alerts once the SMS app is wired in.
• Projects can create replenishment, inspection, or recovery tasks.
• Vendors can support purchase planning and supplier records.
• AIBiz Cloud can store item folders, receipts, manuals, photos, and service documents.