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Allow negative inventory
Liel Hayun
May 22, 2025
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idan kadosh
Merged in a post:
Negative Quantities
J
Jason Roop
The ability to allow qty's to go into negative numbers if turned on in settings or by item would be even better.
January 2, 2025
June 24, 2025
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idan kadosh
Merged in a post:
Implement Backorder System for Inventory & Purchase Orders
J
Jim Walling
A backorder system is one of the most basic and essential inventory management features. Currently, Workiz does not allow users to allocate out-of-stock items to a job and automatically generate a purchase order (PO) for them. Instead, we are forced to manually create POs separately, adding unnecessary steps to the workflow.
Why This is Needed:
Prevents Order Delays – When scheduling a job, if a required part is out of stock, we should be able to allocate it to the job and trigger a purchase order automatically, ensuring timely restocking.
Industry Standard – Every inventory-based system I’ve worked with has included some form of backorder allocation. This is a fundamental function, yet it is missing in Workiz.
Reduces Manual Work – Having to manually check stock levels, then separately create a PO, increases the risk of missing critical items and slows down operations.
More Useful Than AI Bots – While new AI automation features are constantly being rolled out, a core inventory management tool like backorders should take priority over automating mundane tasks.
Proposed Solution:
Allow users to add out-of-stock items to a job.
Automatically generate a purchase order for these items.
Keep the items allocated to the job while waiting for the purchase order to be fulfilled.
This is a crucial feature that would drastically improve workflow efficiency. Can you provide insight into whether this is in development or planned for future updates?
February 20, 2025
June 24, 2025
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idan kadosh
Merged in a post:
-1 on items that are controled by inventory
Marc Andre Lalonde
It happens that there was an error in inventory, and we have to invoice a client right away, but the systems will not let us add the item line on the invoice if the inventory in the system is at 0. We should be able to go in negative while onsite, then give a report to admin to fix the inventory.
June 30, 2024
June 24, 2025
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