See Things in Action
Watch this video to get a quick overview of the topic:
https://www.loom.com/share/7d162a985e574cfc8a694f75d92b76f9?sid=048d92bb-179b-405e-a249-bfdc8f69f896
Transactional Inventory links stock usage directly to individual jobs. It helps track what came from which PO, shows what’s been ordered, received, and actually used—all within the job.
Transactional Inventory helps you track materials at the job level — showing you:
What was ordered (via Purchase Order)
What’s being used (Actual Quantity)
What’s left (Stock)
And where it all went (Transactions tab)
Where to Enable It
Go to Settings > Inventory > General tab
Tick Enable Transactional Inventory and Save.
ℹ️ Enabling Transactional Inventory allows you to track PO-linked materials at the job level. You’ll see which items came from which PO, and the Transactions tab will show stock movements for each job.
What Changes When It’s Enabled
Job Creation from Quotes
When a job is created from a quote, the Required Qty is copied over.
Do & Charge jobs show $0 until Actual Qty is filled.
Fixed Price jobs use Required Qty for billing.
Purchase Order Workflow
If an item is out of stock:
Fill in the Required Quantity (Eg: 30) & then fill in the Actual Quantity (i.e. How many you're currently using in the job) and check the available stock in the warehouse by clicking on the pencil icon under Actual Qty.
Select the warehouse you want to check the quantity for.
If we choose let's say Warehouse2, it will automatically change to 20 as shown below.
Now once you have selected the warehouse, the stock will be updated an we will need to create a PO for the remaining items that are out of stock. To do that simply click +PO from gap on the screen.
Once you open the PO in the job under Sales section > by clicking the latest PO, the PO will display Ordered Qty.
Click on the PO to open the detailed view and check the ordered quantity.
The system will automatically calculate and show how many items are missing:
Required Qty – Actual Qty = Qty to order
Example: If you require 30, but Actual Qty = 6, it will order 24
This ensures the PO only includes what’s missing.
The PO screen opens showing the calculated Ordered Qty
To receive the items:
Click the ✏️ icon to manually enter Received Qty and then click Save, or
Click Receive All button at the bottom of the screen if the full qty has arrived.
System updates the Job
The job now reflects the Received number of items next to its linked PO Number. That means the materials are now available and billable on the job.
Item is logged in the Transactions tab which you can view by clicking on the pencil icon under Actual Qty.
You can track every stock movement job-by-job.
It clearly shows which PO was linked to which material on each job.
Note: This doesn't affect how quotes or reports calculate amounts—it’s about how materials are tracked, not how they're priced.
⚠️ If You Don’t Use Transactional Inventory
You won’t see what items came from which PO
Stock updates aren't linked to job-specific actions
When to Enable It
Enable this if:
You want clear stock tracking per job
You work heavily with POs
Don’t enable if:
You prefer simple, bulk inventory control
You don’t need job-level inventory logs
For more help, reach out to our Customer Success team or browse our Help Library.