In Storage, you can create several different Storages. Items are easily moved between the different Storages.

Inventory contains inventory lists, registration of inbound and outbound deliveries, inventory and transaction history. The system also handles updating of stock items that are, for example, in service technicians’ cars.

Storages have a variety of settings and rights, so if you do not see what is described here, it depends on what permissions you have. Settings and rights are changed by signing in with an admin account. See more information at the bottom.

What does Storage contain?

Here we walk you through the different entrances. What you see and can do as a user is governed by your permissions in the system.

When using the Storage function these symbols appear when you add items to an order.

You see a star when you have selected a Default storage. The number indicates the quantity of the item in the storage.

Click on the symbol if you want to select another storage or no storage at all.

This symbol is displayed when you choose to pick items from a not selected Default storage.
Click on the symbol to select a storage.


Image 1: List of storages.

Click the +-sign to create a new Storage.

Add items to the new storage list by making a manual delivery. (You do this under Deliveries by clicking on the + sign). Deliveries can also be made via a Purchase Order.

In the example above, we have created a stock list for an individual service car – “Servicecar1”. You can easily move goods to, for example, the storage in a service car by using the Deliveries function. Read more under Deliveries on this page. It gives you full control over what and how many items are in the cars and the correct number is deducted from the correct car when the item is used.

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Do you want to download / export a list of the items in a storage? Click on the storage you want to create the export for and then click on this symbol. A csv-file is created which you then open in your spreadsheet program.

Main storage

You create a storage by importing an inventory of your current storage. Read more under Information to admins.

There must be a Main storage. If you want to use another storage as Main storage this can be changed by selecting another storage in the list, open it and click the Set as Main Storage button.

You can also:

  • rename the storage or add comments – click on Edit
  • view all history concerning a storage – click on View History at the bottom of the storage information page.

Image 2: How to Set as Main Storage
Your Default storage

When you use an item in the storage, it is taken, by default, from the Main storage. You can change this yourself by using the function Use as Default storage (see image below)”. A Default Storage is the storage from which you primarily take your items, such as the storage in your car.

Click in the Storages list on the Storage you want to use as your Default Storage. At the bottom of the page is the Use as Default Storage button.

To remove yourself from a Default storage, without choosing another, click on Assign and uncheck the box next to your username.

An administrator may have assigned you a Default Storage. If so, you can not change the storage selection.

Image 3: How to set Use as Default Storage.

To view transaction history for a Storage open the Storage and click View history.

By opening a Storage you can also see which others use the Storage as their Default Storage.

Migrate storage items

You can also use the Migrate feature to move (make a delivery) items from one storage to another quickly and easily. See Image 2 abowe.

Storage item

Under the tab Storage items you can see and search among the items in your storage.

To see more information about an item, click on the item name. You end up in the Article Register. Under Used in you can see more stock information about the item.

Image 4: The heading “In stock” shows if and were the article is in stock.

If you want to specify the storage location for an individual article, you need to make delivery (an internal storage movement).

Do this:

  • Click on Deliveries
  • Click the + sign.
  • Choose Storages.
  • Select the Article and a field where you can specify a storage place will appear.

Learn more about Deliveries.

NOTE: If you don’t have activated Storage you can choose storage place for the article in the Article Register by clicking Edit.

If you want to take an inventory, you can select individual items already here under Storages Items. See the dropdown menu in the image below. Read more about it under Stocktaking.

Image 5: Storage Items list.
Set Order Point

Set so you get a signal when it’s time to order more of a stock item – Order point. When the value is below, the stock item is marked in red.

How to set order point

  1. Select a stock list.
  2. Click Edit
  3. A field (Order point) opens where you enter a value.
  4. Save.

At the bottom of the stock list you will find the Order Stock button, when there are items to be ordered, which creates a purchase order with the missing items.


Under Deliveries you make and see inbound and outbound deliveries.

Click the + sign to make a new inbound or outbound delivery.

  1. First select which storage the delivery is to be made to.
  2. Select articles to be included in the storage. If you see the barcode symbol, you can use a barcode scanner (scanner with bluetooth connection) to load an article.
  3. If you have activated the storage setting “Show print quantity on deliveries”, you may specify how many copies of labels to be printed in the column PRINT AMOUNT.

How to add articles to a new storage.
Image 6: Manual inbound delivery

Inbound via Purchase order

It is also possible to make a delivery from a purchase order. Open the purchase order. At the bottom is the Create Delivery button. Then you can select items to add to the storage and to which storage and storage location they are to be delivered. See picture below.

Image 7: Delivery via Purchase order.

If you want to make a stocktaking of individual items, click on the gear to the right of the article in the Storage Items tab. See Image 5 above.

If you want to inventory several items or the entire storage, there are two ways.

Option 1. Click on this symbol in the Storage Items tab. Select all items (top box) or select which items you want to inventory.

Option 2. Go to the Stocktaking tab and click the + sign. Select all (by clicking in the top box) or select the items you want to inventory.

Click Create Stocktaking.

Image 8: Option 1: Create stocktaking from the tab Storage item.

You can now specify a time period for the inventory and add comments.

Image 9: Click Start stocktaking to begin the inventory.

Click Start stocktaking.

How to make an inventory

Option 1:

Click on an item, fill in the quantity/amount and click Save.

Option 2:

Use a hand scanner (with bluetooth connection to computer / mobile) and scan the barcode on the item. A new box opens in the system where you can enter the amount. See Image 10 below. Then click Save.

Image 10: Here you enter the amount of the article. Click Save.

If there is a deviation, this can be seen in the list. To handle the deviation, click on Handle to the right of the item and sign the deviation.

Image 11: The pop up “Handle difference”.


When all items are inventoried, you sign the stocktaking and it is set to Done.

Image 12: List of stocktaking with status.

Stocktakings you have made can be found under Stocktakings with status:
In draft (not started).
In progress (started but not completed).
Done (signed and ready).

Storage value

When you have made an inventory, a storage value is automatically created. You get storage value for all your storages. This means that you can quickly find out the value of the storage in a technician’s car, for example.

Transaction History

Here you can see all transaction history for your warehouses: inbound and outbound deliveries, reservations, destinations (ie in which orders the item has been used), moving between storages, etc.

To export a file with the transaction history click on this symbol.

Info to administrators

Log in with your admin account.

Under Module settings / Storage settings, you find settings for your Storage.

  • Enabled Create storage items when an article is added to an order
    Check/uncheck this box to set whether articles added to a quote should also be added as stock items in your Default storage. If you have a small storage that you want to grow, this is an easy way to replenish the storage.
  • Always create storage items in main storage
    Created storage items will always be added to your main storage. 
  • Show print column on deliveries
    Adds a PRINT AMOUNT column on deliveries where you specify how many copies of labels to be printed.
  • Reservation offset (days) 
    Set number of days for the system to check for reserved articles on Service orders and Work orders. The system updates once a day. If you change the number of days the new setting will apply after the update.

Permissions for Storage concerning users

View, Create, Edit, Delete, Use other storages than default, Set Main Storage, Set Default Storage, Assign Default Storage, Create Delivery, Create In/Out delivery, Edit Delivery, Delete Delivery, Sign Delivery, Create Stocktaking, Edit Stocktaking, Delete Stocktaking, Perform Stocktaking, Show pending stocktaking articles.

Select default storage

Click on Storage and click on the storage you want as default storage. The scroll down to the bottom and click on Use as DEFAULT storage.

Import a storage/inventory

You import your existing storage by importing an inventory.

Do this:

  1. Log in with your admin account.
  2. Click on Upload register.
  3. Save the template: “stocktaking-import-serviceprotocol.xlsx “
  4. Import the inventory into that file.
  5. Log in again as admin and click Upload register.
  6. Upload the file under Upload stocktaking:.

There are two ways to import an inventory depending on how your previous inventory was done.

  • With amount: then the system takes the difference between the number you import and what is in the system.
  • With the difference: then the system enters a difference and adjusts the number in the system with the difference you specified.

The date of the inventory is automatically set to today’s date if the date is not included in the import file. Prices and amount will be 0 if this information is not included in the import file.

Note that it is only when you sign the inventory that the stock balance is updated.

A tip is to import, for example, one storage location at a time. Then it doesn’t take that long for the upload to finish and you can see more easily if something goes wrong.