Set Up Stock Locations and Move Stock
For admins and office staff · Updated 25 Sep 2026
Sales & Money → Inventory keeps each part you stock as a card showing how many are held at each location, what's reserved for jobs, and every movement in and out.
Set Up Your Locations
- Open the Locations drawer and choose New Location.
- Give it a Name and choose its Type: Warehouse for a store, Technician Van for a van, or another such as Site Store, Damaged / Quarantine or Warranty Hold.
- For a van, choose the Technician whose van it is. That's how their Van Stock screen finds it.
- Add the bins or shelves stock sits in, then choose Save Location.
Add Parts
Choose New Part. Enter its description, SKU and costs, and its Minimum and Maximum. A Preferred Supplier is needed before it can be reordered. Under Opening Stock, enter what's on the shelf today and where; after that, the figure changes only through movements.
Move Stock
- Move Stock records one movement: goods received, stock issued to a job, moved between locations, adjusted by hand, returned to the shelf, or put aside as damaged or on warranty hold. Choose the Kind of Movement and the screen says which way the stock goes, then choose Record Movement.
- To send stock to a van, raise a transfer from the Transfers drawer with New Transfer. It moves through Pick, Send and Receive, and the stock moves only when it's received, with Confirm Receipt. A short receipt keeps the transfer open for the rest: when the rest arrives, receive it again, and only what's new moves.
Reorder What's Low
A part whose free stock (on hand, less what's allocated to jobs) falls to its minimum lifts into the Reorder Tray. Untick anything you don't want, change the quantities, then choose the Reorder button in the page head. Deployr raises one draft stock purchase order per supplier; nothing goes to a supplier until someone sends it. Parts with no supplier set are left off until you choose Set a Supplier.
Admins, office and dispatch staff move stock at any location, pick, send and receive transfers, post counts and raise orders from the Reorder Tray. A technician changes stock only on their own van: taking parts from it onto a job, receiving a transfer the office has sent to it, and counting it. They can see what's low in the Reorder Tray, but the office raises the orders. Only an admin can add or change a part or a stock location. Inventory needs the Commercial plan; see When a Save Says It Isn't on Your Plan.
More in Purchasing and Stock
- Raise and Send a Purchase OrderRaise a purchase order for a job, project, subcontractor or stock, add what you're ordering, get it approved if it needs it, and send it to the supplier.
- Receive Goods and Match the Supplier's InvoiceRecord each delivery against its purchase order, then enter the supplier's invoice, check it against the order and approve it for payment.
- Import a Supplier's Price ListBring a supplier's price list into a price book, update the costs of items you already have, and decide which new prices to pass on.
- Count Stock With a StocktakeCount what's on the shelf at one location and post the differences, without losing anything that moved while you counted.
- See What's on a Van and Request PartsTechnicians see their own van's shelves and ask the warehouse for parts; the office can open any van.