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There are three types of inventory lists you can create:

  • Task-specific lists: all the items required for a task are listed, and you can select all or just some of them when adding them to a quote or task.
  • Assemblies: all of the items required for a task are listed and are locked together. You select the whole assembly to add it to a quote or task.
  • SOR (Schedule of Rates) lists: can include inventory items and labour, for invoicing goods or services at a specific price.

Use the links below to read about each type of inventory list and how you could use them in your workflow.

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