Product settings
Stop products with no stock on hand being added to jobs, on mobile, desktop or both.
Overview
Product Settings decide whether a tracked product must be in stock before someone can add it to a job. You set this separately for the mobile app and for the Scheduler. Products that are not tracked are never blocked.
The settings
| Setting | What it does | Default |
|---|---|---|
| Ensure Products are in stock - Mobile On or off | Ensures mobile users aren't able to add products that don't have an On Hand quantity to jobs. This will not effect non-tracked products. | Off |
| Ensure Products are in stock - Desktop On or off | Ensures desktop users aren't able to add products that don't have an On Hand quantity to jobs. This will not effect non-tracked products. | Off |
What changes in the apps
- Ensure Products are in stock - Mobile stops team members adding a tracked product with no on-hand quantity to a job in the mobile app.
- Ensure Products are in stock - Desktop does the same when products are added to a job in the Scheduler.
Step by step: require stock on hand
- Click Settings in the header.
- Click Products under Feature.
- Click the switch beside Ensure Products are in stock - Mobile, Ensure Products are in stock - Desktop, or both.
Each switch saves as soon as you click it, and Smartworks shows Field updated.
See also
- Products and services - where you see which products are tracked and their stock.
- Stock on hand - the value of the stock you hold.