With the inventory, you can easily access and update your parts, tires, labor, vendors, and fees. There are many uses and capabilities with the inventory that can be seen and accessed throughout Shopmonkey. You will be able to track your inventory so you'll know what you have on hand, what is currently assigned to estimates, and what is short or needs to be reordered.
Get to know your inventory
To view your inventory, click on the Inventory icon from the left-side menu:
The information provided at the top-left of the page is a snapshot of your inventory:
Total Quantity is the current number of parts and tires in your inventory.
Total Cost is the total actual cost of all of your current parts and tires.
Total Value is the total retail amount of all of your current parts and tires.
Click More to view a breakdown of each category's total.
Below this area are the Parts, Tires, Labor, Vendors, Purchase Orders, and Fees tabs:
Click a tab to access that category's page. Each page contains a list of respective inventory items, with the ability to add/edit/delete items, as well as import and export them. You can also sort and add filters to your data to customize your view.
To add a new inventory item, click the + Add or + Create New button at the top-right of each page:
Fill out the item's information, turn applicable toggles on or off, then click Save or Create to add the item to your Inventory. Each inventory item's information and settings can be edited by clicking on the item, then making changes in the menu that appears.
Shopmonkey keeps track of your parts on the Parts tab. You can track all of you information you need like Part Number, Cost, Quantity, and more. For more information check out our help article all about parts.
With Shopmonkey, tracking your tires is easy. Your tires will be organized by model and you can easily see sizes for each tire. For more information check out our help article dedicated to tires.
Your Inventory will track the quantity of your parts and tires on hand. You can set a Critical Qty for a part or tire so that a Reorder label will appear when the quantity on hand dips below your set Critical Qty, including the number you need to reorder to get back to your Critical Qty.
Likewise, a Shortage label will appear for any item that has its quantity dip below zero, with the number again representing the number you need to reorder to get back to your Critical Qty:
Note: to view all parts or tires that need to be reordered or are short, click on the Status filter and click on the desired status:
You can also view a list of activity history for all parts and tires from the Inventory Timeline. From the Inventory Page click the Timeline Tab. From there you can find the date an action took place, the item that was affected, the action, the change, and who changed it. Click on an Item name in the item column to open the part or tire. You can also click the order or purchase order in the Action column to open it.
The Timeline has filters you can use to find exactly what you’re looking for. Filter by Date, Changed By, Vendor, Part Property, or Tire Property. For example, you can find all of the changes by any employee by using the Changed By filter, or you can find all price changes by using the Part Property or Tire Property filter and selecting Retail Price.
How to save items to your inventory from an estimate
You can save a part, tire, or labor item in your service to your inventory. Check out our help article for more information.
How to import inventory items
You can import your inventory from templates or from your connection with QuickBooks. For more information about importing inventory items check out our help article.
How to create and use Inventory Categories
With inventory categories you can organize your inventory into both categories and sub-categories, allowing you to manage two levels of categorization and apply it to any type of inventory item. For more information on Inventory Categories check out our help article.
Analyze data related to inventory categories moving through your shop by utilizing any of the Parts & Line Items Sold reports. For more information on the Parts & Line Items Sold reports, check out our help article.
Still have questions? Feel free to reach out to us through the Chat Icon in the bottom right corner of your screen. Thanks for reading!