Supplies

Track stock by warehouse and property. Record deliveries, transfers, and task usage to keep quantities current.

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Main areas

Open Tasks → Supplies. The page has three areas:

• Inventory: switch between Stock levels and Item catalog.
• Movements: switch between Purchase orders and Transfers.
• Warehouses: manage the locations that hold stock.

An item describes what you stock; inventory describes how much you have and where it is. Creating an item does not establish its physical count at each warehouse.

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Create a supply item

Open Inventory → Item catalog and select New Item. Enter a clear name, choose whether the item is consumable or durable, and set the unit your team counts. Add the category, default cost, and SKU when useful. Set a Low stock threshold for when the item needs attention and a Target stock level for replenishment. If you buy packs but count individual units, complete the purchase unit and units-per-package fields. For example, a pack of 12 batteries must not be counted as one battery in stock. Save the item and use that same catalog record across locations where it is the same product. Keep separate items for products your team must distinguish.

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Set up storage locations

Open Warehouses → New Warehouse and add the storage location. Choose its type and link it to a property when it serves that home. Use a name workers can identify, such as “Apartment 4 — owner closet.” Return to Inventory → Stock levels, select the relevant property or warehouse, and review the physical counts. Use the inventory editor for a stock correction. When items move from one location to another, record a transfer instead so both sides of the movement can be followed.

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Use supplies on tasks

When creating a task, choose its Storage warehouse and add items under Supplies. For an existing task, open Resources to review the expected supplies, quantities, and warehouse. A template can provide these defaults for repeat work. The worker should confirm what was actually used before completion so the inventory reflects consumption rather than only the original estimate. Review usage alongside the task if stock looks wrong. Use warehouse transfers for a movement between storage locations; a transfer is different from consuming the item on a job.

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Track inventory by property

Use All properties in Inventory to select a home. Trellis shows stock from warehouses linked to that property. You can also open Properties, choose the home, and select Inventory in its sidebar. Both views use the same stock records. Edit a quantity in a House or Owner Closet column through the inventory editor, then confirm the saved count. You do not need to repeat the change in the other view.

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Follow orders and deliveries

Open Movements → Purchase orders and select New Order. Choose the property and delivery warehouse, add the items and requested quantities, and set the priority. Review the destination before saving. Open the order from To do to review and approve it where required. After the purchase has actually been placed, use Mark as Ordered. Recording an order in Trellis is separate from placing the purchase with a supplier. When supplies arrive, open the order and select Record Delivery. Enter only the quantities that arrived, using the displayed units; leave missing items unreceived. Save, then check the destination warehouse’s stock. A partial delivery should not be recorded as the full requested quantity. To move existing stock, open Movements → Transfers, choose New Transfer, and enter the source, destination, and quantities. Follow its status through receipt at the destination.

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Reorder low stock

In Inventory → Stock levels, filter for low or out-of-stock items and review their current counts. Use Reorder low-stock to prepare the replenishment order, then inspect its items and quantities in Purchase orders before approval or purchase. Check for outstanding orders before purchasing more.

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Common problems

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Related articles

• Tasks — supply usage during work.
• Properties — inventory for one home.
• Accounting — review related costs.