Overview
Inventory items in Copilot CRM work differently from regular items or services. They allow you to track on-hand quantities, wholesale costs, and markups directly inside your account—helping you stay on top of materials, supplies, and vendor costs.
What Are Inventory Items?
Inventory items represent physical goods or materials you keep in stock and need to track.
With inventory tracking, you can:
See how many units you currently have on hand.
Record wholesale costs from suppliers.
Apply a markup (percentage or dollar amount) to automatically calculate retail pricing.
Associate items with a vendor or supplier for better purchasing visibility.
Step 1: Access the Items & Services Page
Go to Resources > Items & Services from the left-hand menu in Copilot.
This page lists all your existing items and services.
Step 2: Create or Edit an Inventory Item
Click the + Items & Services button to add a new entry.
Set the Type to Item (not Service, Labor, or Other).
Check the box labeled This is an Inventory Item.
This tells Copilot to track this item’s stock levels and financial details as inventory.
Step 3: Enter Inventory Details
Fill out the inventory information fields:
On-Hand Quantity – The number of units currently in stock.
Wholesale Cost – The cost you pay per unit.
Markup Amount – The profit margin applied to calculate the sale price.
You can enter a percentage (e.g., 25%) or a fixed dollar amount (e.g., $10).
If this item is linked to a vendor or supplier:
Choose the vendor from the dropdown menu.
Or click the + button to add a new vendor record.
Step 4: Save Your Inventory Item
After entering all details, click Update Inventory Items to save your changes.
Your new inventory item will now appear under the Inventory Items tab in:
Resources > Items & Services > Inventory Items
Step 5: View and Manage Inventory Items
From the Inventory Items tab, you can:
View on-hand quantities and adjust stock levels.
Edit wholesale or markup values.
Track item availability for upcoming jobs or invoices.
Tip
Use inventory items for materials or products you physically manage — such as fertilizer, parts, or supplies. For services or non-stock charges (like labor or surcharges), use regular items instead.