What It Does
SalesButler's Inventory Tracking keeps your parts and materials organized in two clean tabs. Items tracks current and minimum stock levels with automatic low-stock alerts. Transactions logs purchases, usage, adjustments, and returns that update your stock the moment they happen. Filter by category, search by supplier or SKU, and track unit costs and storage locations so you always know what's on the shelf.
Step-by-Step Guide
Add Inventory Items
Create items with name, category, current stock level, minimum stock threshold, supplier, SKU, storage location, and unit cost.
Set Low-Stock Alerts
Define minimum stock levels for each item. When stock drops below the threshold, you'll get an automatic alert.
Record Transactions
Log purchases, usage, adjustments, and returns in the Transactions tab. Each transaction automatically updates the item's stock level.
Filter and Search
Use category filtering to quickly find items. Search by name, supplier, SKU, or location to locate exactly what you need.
Monitor Stock Health
View your inventory dashboard to see which items are well-stocked, running low, or need immediate reorder.
Why You'll Love This Feature
Low-Stock Alerts
Never run out of critical parts. Automatic alerts notify you when stock drops below your minimum threshold.
Automatic Stock Updates
Every purchase, usage, adjustment, and return automatically updates your stock levels — no manual counting.
Category Filtering
Organize items by category and filter instantly to find what you need.
Location Tracking
Track where items are stored — warehouse, truck, job site — so techs can find them fast.
Unit Cost Tracking
Know exactly what each part costs so you can price jobs accurately and track material expenses.
Transaction History
Full audit trail of every inventory movement for accountability and reporting.
Perfect For
HVAC companies tracking refrigerant, filters, and replacement parts
Plumbing businesses managing pipe fittings, valves, and fixtures
Electrical contractors tracking wire, panels, and breakers
Multi-truck operations tracking parts across vehicles
Businesses that need to reorder from specific suppliers
Companies wanting to reduce waste and theft