How stock moves through Forz
Forz never lets you type a stock quantity directly. The number at each location is a running total that Forz recalculates whenever a document moves stock, so every change traces back to a purchase order, bill, invoice, transfer, or adjustment you can open.
| Event | Effect on Stock on Hand |
|---|---|
| Receiving against a purchase order | Increases at the location set on each PO line |
| A bill leaving Draft | Increases, unless a receipt already recorded the same goods |
| An invoice leaving Draft | Decreases at each line item’s location |
| Completing a transfer | Decreases at the source, increases at the destination |
| Saving an adjustment | Increases or decreases at the chosen location |
| Creating a purchase order | No change (it’s a commitment to buy) |
| Adding parts to a job or sales order | No change (counted as Committed Stock) |
| A Draft or Void invoice or bill | No change |
A typical part follows four steps:
- It arrives. You receive a purchase order, and the goods go into the inventory location set on each PO line. Partial deliveries are fine. Receive what came today and the rest when it shows up.
- It gets claimed. A dispatcher adds the part to a work order and chooses the location it comes from. The unit now counts as Committed Stock, so nobody promises it to another customer.
- It leaves. When the job becomes an invoice and that invoice leaves Draft, Forz deducts the part from its location. Void the invoice and the stock comes back.
- The count gets checked. At a cycle count, open the item, click Adjust Stock, choose the location, and enter what you counted. Forz calculates the difference and saves it with your reason and description.
Warehouses, vans, and job sites
With the Advanced Inventory module enabled for your account, every place you keep stock becomes a location: the main warehouse, a second warehouse, each service vehicle, a container at a long-running job. Forz creates a Main Warehouse location when your account is set up. Add a location and every active Inventory item gets a stock record there, starting at zero. Add an item and it gets a record at every active location.
Forz also protects your history. You can’t deactivate a location that still holds stock, your primary location, or your last active location. A location that has ever appeared on a transfer, adjustment, receipt, or document line can be deactivated but not deleted. Role permissions decide who sees the Locations tab, who can adjust stock, and who can create transfers.
Without the module, Forz tracks a single quantity per item, and receiving, invoicing, and adjustments work the same way.
How contractors use it
Fire protection: finding the right extinguisher
A fire protection company stocks extinguishers and smoke detectors at a central warehouse and in three service vans, set up as four locations. Before dispatching a tech, the dispatcher opens the item’s Locations tab to see which van carries the right model. At the quarterly count, the system shows 85 smoke detectors and the shelf holds 82. One adjustment of -3 at Main Warehouse, with the note “Q1 cycle count, shelf C4,” fixes the number and leaves a record of why.
Plumbing: restocking a van after a busy week
Van 3 at a plumbing shop is low on PEX fittings after a week of installs. The dispatcher creates a transfer from Main Warehouse to Van 3 for 50 half-inch PEX couplings and 25 three-quarter-inch PEX elbows. The warehouse manager picks the parts and loads the van, and the dispatcher clicks Mark as transferred. Only then do both locations change.
HVAC: staging equipment for an install
An HVAC contractor installing 15 units in a new apartment building creates a transfer from Main Warehouse to a job-site location for 15 condensing units, 15 air handlers, and 300 ft of copper lineset. The transfer stays In Transit while the equipment is on the road, and the job-site location shows it as In Transit until someone checks it in and completes the transfer.
Truck Load and Pick Lists
Before a tech leaves the yard, Truck Load shows every Inventory part their jobs need that day, sorted by bin. They check each line off by tap or scan, then Confirm Load. Short lines are listed by name and bin, and the confirmed quantities stay as a record of what went on the truck.
Loading does not change inventory levels, and it works with or without Advanced Inventory. When support enables the optional Pick Lists module, warehouse staff pick parts ahead of time (one tech or Pick For All). The tech then sees what was picked and only has to verify and load. Office staff can export the Truck Load and Pick Sheet reports to PDF or CSV.
Works with the rest of Forz
- Purchase orders bring stock in. When a bill and a PO receipt cover the same delivery, Forz counts the stock once.
- Work orders and sales orders hold parts as Committed Stock until they are invoiced.
- Invoicing is where stock leaves the shelf, at the location on each line item.
- The QuickBooks Online integration syncs items two-way, including quantity on hand and reorder point.
- Custom price groups give specific customers their own pricing tier, set as a multiplier or a fixed price.
- Tools, equipment, and vehicles you hand out to techs are assets, not stock. Track them with asset tracking, and technicians accept or decline each assignment in the mobile app.
Setting it up? The How Inventory Works guide follows a part through every screen, and the Stock Levels guide covers locations and reorder points.