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What Supplies helps you do

Supplies helps your team know what is stocked, where it is stored, and what needs to be ordered. It connects field work with inventory so teams can see what was used during a task and what needs replacement. Use Supplies to:
  • Create supply items.
  • Track stock by warehouse.
  • Review inventory levels.
  • Create and approve supply orders.
  • Record deliveries.
  • Connect supplies to tasks.

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Main areas

Items

The list of supplies your team tracks, such as towels, batteries, filters, or cleaning products.

Inventory

Stock levels for each item and warehouse.

Warehouses

Storage locations such as offices, closets, vehicles, or supply rooms.

Orders

Requests and purchase tracking for needed supplies.

Deliveries

Records of supplies that arrived or moved into stock.

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Create a supply item

1

Open Supplies

Open Supplies from the workspace area where your team manages inventory.
2

Go to Items

Open the Items view.
3

Add the item

Enter a clear name, category, and any ordering details your team needs.
4

Set stock levels

Add inventory for the warehouses where the item is stored.

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Use supplies on tasks

When a task needs supplies, add the expected items to the task. When the work is done, confirm what was actually used so inventory stays accurate.

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Common problems

Check whether recent deliveries, task usage, or warehouse transfers have been recorded.
Confirm the item exists in Supplies and has been added to the task or template.
Open the order details to see whether it still needs approval, ordering, delivery, or cancellation.