Stock

Manage warehouses, stock levels, and material movements in OutSmart.

Stock is the inventory management Power-Up in OutSmart.

Use it to track what you have, where it is stored, and when to reorder.

In this guide

• Introduction to Stock
• Activate Stock through the License Manager
• Create warehouses
• Set stock levels per warehouse
• Import stock with Excel
• Use Stock in work orders
• Record stock transactions

What you do with Stock

• manage stock per warehouse, vehicle, or job site
• set current, minimum, preferred, and maximum stock levels
• update stock automatically from material usage on work orders
• record deliveries, corrections, stock counts, and transfers
• keep supplier, purchase price, and lead-time data together

Important to know before you start

• Activate Stock first.
• Set up your warehouse structure before you add stock.
• Stock values are stored per item and per warehouse.
• Work order material usage can update stock automatically.
• Excel import can speed up your first setup.

Stock stays reliable when employees always select the correct warehouse before they register used materials.

Why teams use Stock

• avoid stockouts on important items
• see stock availability across locations
• restock faster with clearer reorder signals
• track every stock movement in one history
• keep office and field teams aligned

Related topics

• 2BA
• OutSmart packages
• Power-Ups