QUICK STEPS
Understanding the seven inventory statuses (Inventory Products → Product Stock):
On Hand — everything physically in your building.
Available — in your building, not yet reserved.
Allocated — reserved for a specific work order, still in the warehouse.
Prepared — cut, staged, and physically ready for the installer.
Picked Up — left the warehouse, en route to the job site.
Required — assigned to a job but no stock available yet; a purchase order is needed.
Shortage — you're short on material and need to reorder.
Entering starting inventory (first-time setup):
Open an inventory product and click the Inventory tab to view its purchase orders.
Click Add Existing Inventory.
Enter the quantity, select the warehouse, stock area/section, and company/work order cost.
Save.
Adjusting inventory quantities:
Click Add Adjustment (half-moon icon).
Choose a reduction or addition and enter the quantity. Floorzap won't save a reduction larger than the quantity available.
Add a comment (required) and save.
Note: An inventory adjustment in Floorzap is meant for corrections, not for everyday work, such as adding a box you found or reducing stock after a physical count. Each adjustment changes your inventory value, so don't use one to offset non-inventory products placed on a work order. For when to use an adjustment and how it works with rolled goods, see How to Add an Inventory Adjustment.
TIPS: 💡 Remember the formula: Available + Allocated + Prepared = On Hand. If your On Hand number looks off, start there.