When a tracked part is added as a line item to a job, that part comes off the shelf automatically as the job progresses. You don't record consumption by hand — the job line items are the record.

How it works

  1. On the job page, the tech (or office) adds a part from the pricebook as a line item, with a quantity.
  2. As the job moves through completion, Run a Call posts one consumption movement for each part line item.
  3. The Inventory page reflects the drawdown — quantity on hand drops, and the summary cards update.

Pricebook parts on a job as line items

The link is one-to-one: one part line item → one consumption movement. If the tech adds 3 of a capacitor to the job, quantity on hand drops by 3.

When exactly does stock come off?

Consumption is tied to the point in the job lifecycle when the part is truly used — you're not deducted for parts you tentatively planned. The system uses a one-time sentinel per job so:

  • A follow-up appointment on the same job doesn't double-consume the same line items.
  • Editing the line item quantity after consumption reconciles the difference — add 1 to a quantity of 3, and stock drops by 1 more.
  • Removing a line item returns the consumed quantity to stock.
  • Cancelling a job returns everything to stock automatically.

If the tech accidentally added a part they didn't actually use, remove the line item — stock returns.

What if the tech uses a part not in the pricebook?

Two options:

  1. Add it to the pricebook first, then add it to the job. Preferred — you get a clean history and future jobs can reuse it.
  2. Add a custom line item on the job with a description and cost. This won't touch inventory (there's no pricebook part to draw from) — see the note below.

Custom line items and inventory

A custom line item (typed in on the job, not selected from the pricebook) doesn't consume stock. If it's a part you'll use again, it's worth taking the extra 30 seconds to add it to the pricebook and re-select it.

Where you see the consumption

  • Inventory page — quantity on hand drops. Refresh to see the latest.
  • Part detail drawer → movement history — shows the consume movement with the job link and the quantity.
  • Job detail — the line item shows the part with its quantity.

Movement history showing receives, consumes, and adjustments together

What consumption looks like when you invoice the job

Creating the invoice from the job does not consume additional stock — the drawdown happened at the job side. Invoicing is a billing action, not an inventory action.