What is Inventory Management?
Inventory Management is a paid add-on that allows you to track stock levels for parts, manage stock entries, and monitor part consumption across work orders. When enabled, you can see real-time stock availability and handle situations where parts are out of stock.
How do I enable Inventory Management?
Inventory Management is a paid feature. Contact Makula support to enable this add-on for your organisation.
How do I add stock for a part?
Navigation: Open your Field Service workspace, then select Parts from the sidebar.
Open the part you want to add stock for.
Go to the Stock tab.
Click + Add Stock Entry.
Enter the stock details including quantity.
Click Save.
The stock entry will appear in the Stock tab and the available quantity will be updated.
How is stock deducted?
When a part is attached to a work order, the stock is automatically deducted from the available quantity. This ensures your inventory levels are always up to date as parts are used during service tasks.
What happens when a part is out of stock?
If a work order is created from a preventive maintenance event or a customer portal request and the requested parts are out of stock:
The part is attached to the work order in an error state
You can add stock for the part and assign it to the work order properly
Alternatively, you can remove the part from the work order if stock is not available
How do I view out-of-stock requests?
Open the part you want to check.
Go to the Requests tab.
View all work orders where the part was requested but out of stock.
From here, you can add stock and assign the part to the work order, or remove the part request.