Overview

ForsetiDesk Inventory tracks physical parts and consumables across multiple stock locations. Technicians consume parts while working on tickets, automatically updating stock levels and recording cost data. Managers get full visibility into parts spend, reorder needs, and technician consumption patterns.

Parts Catalog

The parts catalog is the master list of all parts your organization stocks. Navigate to Inventory → Parts.

Creating a Part

1. Click New Part.
2. Enter the SKU (unique identifier), name, and category.
3. Optional: manufacturer, part number, barcode (for scan-based lookup), unit cost, and notes.
4. Set the reorder point and reorder quantity for low-stock alerts.
5. Click Save. The part is now available for stock transactions.

Part Categories

Stock Locations

Stock locations represent physical places where parts are stored. Navigate to Inventory → Locations.

Create stock locations by clicking New Location. For TECH_STOCK and VEHICLE types, select the assigned technician. Optionally link to a physical location from the location hierarchy (Assets → Locations).

Inventory Transactions

All stock movements are recorded as transactions for full auditability.

To record a transaction, click New Transaction from the Inventory page, select the transaction type, part, quantity, and source/destination location.

Reorder Points & Alerts

When stock at any location falls at or below the reorder point set on a part, an alert is generated. View all active alerts via the Inventory Alerts dashboard widget or the alerts banner at the top of the Inventory page.

Set the reorder point and reorder quantity on each part record. The reorder quantity is informational — it tells purchasing how much to order, but does not automatically create purchase orders.

Barcode & SKU Lookup

Every part can have a barcode stored alongside its SKU and manufacturer part number. Barcode values support any 1D/2D format (Code 128, QR, EAN, UPC).

Use the search bar on the Inventory page to look up parts by barcode, SKU, name, or manufacturer part number simultaneously. This supports both keyboard entry and scanner input (most barcode scanners act as keyboard emulators).

Scan Station

The Scan Station (Inventory → Scan Station) provides a role-aware kiosk interface optimized for warehouse or field use.

• Scan or type a barcode/SKU to instantly look up a part
• View current stock levels across all locations
• Record a CONSUME or TRANSFER transaction directly from the lookup result
• If a barcode is not recognized, an inline form appears to create the part on the spot
• Shows consumption rate and estimated days remaining based on recent transaction history

Batch Operations

Batch Receive

Process an entire shipment at once. Navigate to Inventory → Batch Receive, add line items (part + quantity + unit cost), select the destination location, and click Receive All. Creates one RECEIVE transaction per line item.

Batch Transfer

Load a tech's vehicle for a field run. Select multiple parts and quantities from a source location (e.g., warehouse) and a destination (e.g., a tech's vehicle stock). Click Transfer All to create all transactions at once.

Quick Count

Perform a physical inventory count. Enter counted quantities for each part at a location; ForsetiDesk calculates variances against the recorded stock level. Click Apply Adjustments to create ADJUST transactions for all discrepancies.

Ticket Parts Integration

Record parts consumed while working on a specific ticket directly in the ticket detail view.

1. Open a ticket and scroll to the Parts Used section.
2. Click Add Part, search for the part, enter the quantity and stock location to deduct from.
3. Optionally link the part to a specific installed asset and add notes.
4. Click Save. The stock is decremented immediately and the cost is recorded against the ticket.

The ticket list view includes a Parts Cost column showing total parts spend per ticket. This data feeds the Parts Spend Report for cost analysis.

Parts Spend Reports

Navigate to Inventory → Reports to access detailed cost analytics:

• Spend by Tech — which technicians consumed the most parts by value
• Spend by Category — which part categories represent the highest spend
• Spend by Item — top parts by total consumption cost
• Spend by Ticket — tickets with the highest parts cost

Filter by date range and export the report as CSV or XLSX.

Import & Export

Exporting

Three export types are available from Inventory → Import/Export:

• Parts Catalog — all parts with categories, SKUs, barcodes, and costs
• Stock Levels — current quantity per part per location
• Transaction History — full audit trail of all stock movements

Importing Parts

1. Download the CSV template by clicking Download Template.
2. Fill in the template with your parts data.
3. Drag and drop the file onto the import area, or click Browse.
4. Click Dry Run to validate — see what will be created, updated, or skipped without committing.
5. If the dry run shows no errors, click Import to apply.

Mobile Inventory

Field technicians can manage their stock from the ForsetiDesk mobile app (Business license required).

• My Stock tab — shows all stock locations assigned to the logged-in tech, grouped by location with low-stock badges
• Scan screen — use the device camera to scan barcodes; look up parts and record consumption inline
• Add Part on ticket — tap the parts section on the mobile ticket detail to record a consume transaction without leaving the ticket