How can I assign Materials as Stock?

Creating Stock Jobs in ServiceM8 for Efficient Materials Management

Managing materials efficiently is a key part of running any trade business. Setting up stock jobs in ServiceM8 ensures your team can track usage, maintain inventory accuracy, and streamline billing.

Why Create Stock Jobs?

By creating a dedicated stock job in ServiceM8, you can keep materials and consumables organised, link supplier invoices and materials directly to client jobs, simplify stock control, and reduce the risk of double-handling. It also improves visibility for both office staff and field technicians, making the entire process smoother.

Creating a Stock Job

In ServiceM8, you can set up a dedicated stock job to hold all your material allocations. A simple approach is to create a job titled “Stock” and use it consistently for this purpose. We recommend using an old job number that’s easy to remember, such as 1111 or 5500, so your team can always find it quickly and remember when assigning invoices to the job.C

Uploading Supplier Invoices in Burdi

Once supplier invoices come in, upload them into Burdi and link them to your dedicated stock job number. This keeps all incoming materials tied to a central job, ensuring every purchase is captured and ready to be allocated later.

Tracking and Reconciling Stock

With materials first flowing through the stock job, you gain complete visibility over usage. This makes it simple to reconcile stock against supplier invoices, track consumption across projects, and maintain accurate inventory records. It also helps quickly identify discrepancies, monitor costs, and protect your profit margins.

Final Tips

Creating separate stock jobs for each staff member can make tracking even clearer, particularly in larger teams. Make sure everyone knows the stock job number they should be using and train field staff to allocate materials in real time. This avoids missed entries and ensures the system works seamlessly.

Got any questions? Call us at 1800 223 532 or send us an email at support@burdi.com.au if you require support.

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