Chemical Inventory

Required Role: OWNER, EMPLOYEE
Plan Required: PROFESSIONAL

Track your chemical inventory, monitor stock levels, set reorder points, and manage product inventory to ensure you always have what you need.

Overview

The Chemical Inventory system helps you track product quantities, monitor stock levels, set reorder alerts, and maintain accurate inventory records for your chemical products.

Getting Started

Before setting up inventory, ensure you have:

• Products set up in Chemical Catalog (see Chemical Catalog)
• Initial inventory counts
• Understanding of reorder points for each product

Setting Up Inventory

Step-by-Step: Add Product to Inventory

1. Navigate to Chemical Inventory in the sidebar

2. Click "Add to Inventory" or the plus icon

3. Select product:

• Product: Choose from Chemical Catalog
• Product details populate automatically

4. Enter inventory information:

• Current Quantity: Current stock on hand
• Unit of Measure: Ounces, Pounds, Gallons, etc.
• Location: Where product is stored (optional)
• Reorder Point: Quantity that triggers reorder alert
• Reorder Quantity: How much to order when reordering

5. Set pricing (optional):

• Cost per Unit: What you paid for the product
• Vendor: Where you purchase from

6. Click "Save"

Inventory Information

• Product: Product from catalog
• Current Quantity: Stock on hand
• Unit of Measure: How product is measured
• Location: Storage location
• Reorder Point: Minimum quantity before reordering
• Reorder Quantity: Amount to order
• Cost: Product cost information
• Vendor: Supplier information

Tracking Inventory

Updating Quantities

1. Go to Chemical Inventory

2. Find product in inventory list

3. Click "Update Quantity" or edit

4. Enter new quantity:

• Add Stock: Increase quantity (new purchase)
• Remove Stock: Decrease quantity (usage)
• Set Quantity: Set exact quantity (count adjustment)

5. Add note (optional):

• Reason for change
• Purchase order number
• Usage details

6. Click "Save"

Automatic Updates

Inventory can update automatically when:

• Applications are recorded (if linked)
• Products are used in jobs
• Manual adjustments are made

Reorder Alerts

Get notified when inventory is low.

Setting Reorder Points

1. Open product in inventory

2. Set "Reorder Point":

• Quantity that triggers alert
• Set based on usage patterns

3. Set "Reorder Quantity":

• How much to order
• Based on typical order size

4. Save settings

Receiving Alerts

When quantity drops below reorder point:

• Alert appears in inventory list
• Product is highlighted
• Can generate reorder list
• Export for purchasing

Inventory Reports

Generate reports on inventory status.

Inventory Summary

• Current stock levels
• Low stock items
• Total inventory value
• Products by location

Usage Reports

• Products used by period
• Usage trends
• Cost analysis
• Reorder recommendations

Common Tasks

Adding Stock

1. Go to Chemical Inventory

2. Find product

3. Click "Add Stock" or update quantity

4. Enter quantity added

5. Add purchase information (optional)

6. Save

Removing Stock

1. Go to Chemical Inventory

2. Find product

3. Click "Remove Stock" or update quantity

4. Enter quantity used

5. Add usage notes (optional)

6. Save

Adjusting Quantities

1. Go to Chemical Inventory

2. Find product

3. Click "Adjust Quantity"

4. Enter new quantity

5. Add reason for adjustment

6. Save

Viewing Inventory History

1. Open product in inventory

2. Navigate to "History" tab

3. View all quantity changes:

• Date of change
• Quantity change
• Reason
• Changed by

Generating Reorder List

1. Go to Chemical Inventory

2. Click "Reorder List" or filter by low stock

3. View products below reorder point

4. Export list for purchasing

5. Or print reorder list

Linking to Applications

Inventory can link to chemical applications.

Automatic Deduction

1. When application is recorded

2. If product is in inventory

3. Quantity can be automatically deducted

4. Inventory updates

5. History records the usage

Related: See Chemical Applications for application recording

Troubleshooting

Inventory not updating

• Check links: Verify applications are linked to inventory
• Refresh page: Try refreshing to see updates
• Manual update: May need to update manually
• Check settings: Verify auto-update is enabled

Reorder alerts not showing

• Check reorder point: Verify reorder point is set
• Review quantity: Ensure quantity is below reorder point
• Refresh page: Try refreshing
• Check settings: Verify alerts are enabled

Can't add product to inventory

• Check catalog: Ensure product exists in catalog
• Verify permissions: Only OWNER and EMPLOYEE can manage inventory
• Review product: Check if product is already in inventory
• Try again: Refresh and try adding again

Quantity seems incorrect

• Review history: Check inventory history for changes
• Verify applications: Check if applications are deducting correctly
• Check adjustments: Review manual adjustments
• Recount: Perform physical count and adjust

Export not working

• Check browser: Try different browser
• Allow downloads: Ensure browser allows downloads
• Check file size: Large exports may take time
• Try different format: Try CSV instead of Excel

Related Articles

• Chemical Catalog - Products in inventory
• Chemical Applications - Usage tracking
• Multi-Step Programs - Program product usage

Best Practices

1. Set up early: Add products to inventory when setting up catalog
2. Set reorder points: Establish reorder points based on usage
3. Update regularly: Keep inventory quantities current
4. Link to applications: Link inventory to application tracking
5. Review alerts: Regularly check and act on reorder alerts
6. Physical counts: Periodically perform physical inventory counts
7. Document changes: Always note reasons for quantity changes
8. Track costs: Record product costs for financial tracking
9. Organize by location: Use location field if storing in multiple places
10. Export reports: Periodically export inventory reports for records