Stock & Inventory

Track everything from copper pipe to isolators — across warehouses, vans, and job sites.

Stock items

Each stock item has:

• Name and SKU — what it is
• Category — pipe, electrical, mounting, refrigerant, etc.
• Quantity — current count per location
• Unit cost — what you pay
• Minimum threshold — triggers a reorder alert when stock drops below this
• Supplier — linked vendor

Locations

Manage multiple stock locations:

• Warehouses — your main storage
• Vans — per-vehicle inventory (track what each tech is carrying)
• Job sites — materials allocated to a specific job

Transfer stock between locations as needed.

Van loads

The Van Load screen shows what's on a specific van. Techs can check their stock before heading to a job and flag if they need to stop at the warehouse.

Reorder alerts

When stock drops below the minimum threshold, Sortinal flags it on the reorder screen. You can:

• See all items below threshold
• Generate a purchase order for one or more vendors
• Email the order directly from the app

Stock templates

Create templates for common installs — e.g. "Standard 5kW split install" — listing all the materials typically needed. When you start a job, load the template to pre-allocate stock.

See Stock Templates for more.

Stock forecasting

The forecast screen estimates upcoming material needs based on scheduled jobs and historical usage patterns.

Import

Bulk import stock from a CSV file to get started quickly or update counts after a stocktake.

Auto-deduct

Enable auto-deduct in stock settings to automatically reduce stock counts when a job is marked complete. The deduction is based on the materials listed in the job's quote.

Tips

• Do a weekly van stocktake — it only takes a few minutes and keeps your counts accurate
• Use stock templates so you don't forget materials for standard installs
• Set reorder thresholds on your most-used items to avoid running out on-site