SureStock

A phase-by-phase, self-serve setup path for teams running their own SureStock implementation — from first login through go-live and ongoing inventory hygiene.

Getting Started with SureStock

The Dashboard is the first thing you'll see when you log into SureStock. It gives you a real-time overview of your operations and can be fully customized to match how…

Navigating the SureStock Dashboard

Everything you need to get your SureStock account up and running - from your onboarding checklist to navigating the Dashboard for the first time.

Getting Started

Learn how to create and manage Purchase Orders, reconcile received materials, handle returns, and manage your supplier relationships.

Purchasing

Send materials back to a supplier when something's wrong with what arrived — this article covers the prerequisites, the basic steps, and the most common snags people hit.

How to Create a Return

Move a PO through its stages and reconcile received materials into stock or a job, this article covers updating status, what reconciliation actually does, and where things commonly trip people…

Managing PO Status & Reconciliation

Build a PO by hand or let AI populate it from a file, match packing slip items to your catalog, and avoid the one supplier mix-up that trips people up…

How to Create a Purchase Order

Need a PO number before you know exactly what you're buying? Quick PO gives you one in seconds; you add the materials later.

Quick PO in SureStock

Upload a supplier's packing slip to a PO and let SureStock's AI read the items for you, then match each line to a material you already carry so you don't…

Packing Slip Upload in SureStock

The essential PO workflow: creating orders, tracking their status through to reconciliation, and processing returns when needed.

PO Basics

Amazon, Home Depot, Grainger, and other online vendors don't integrate directly with SureStock, but you can still track every purchase and keep your inventory accurate using a simple workaround

How to add online vendors (like Amazon) in SureStock

Add suppliers, manage their contacts, and configure account-specific settings — this article covers what you can do from the Suppliers tab, plus a few things worth knowing before you rely…

Managing Your Suppliers

How to set up and manage the suppliers you purchase from, including online vendors, so they're ready to use when creating POs.

Supplier Management

Set a margin goal and let SureStock flag pricing, or automatically raise it, when supplier costs put you below target.

Margin Monitor: Set Your Profit Margins Automatically in SureStock

When you buy materials outside SureStock, at a supply house, Home Depot, or by direct phone order, log both what you paid and what you charge your customer to keep…

How to record cost to business and cost to client for a purchase made outside of SureStock

Control whether reconciling a PO can update a material's business cost automatically or lock it so only manual edits apply

Purchase Setting: Lock Business Cost from PO Reconciliation in SureStock

Track freight, customs, insurance, handling, and other extra costs on your POs so your inventory valuation reflects what materials actually cost you to land.

Landed Cost on Purchase Orders in SureStock

How costs are calculated, protected, and marked up on purchases, covering landed cost, margin automation, locked business costs, and handling purchases made outside SureStock.

Cost & Pricing Configuration

By default, only Admins and Owners can create Purchase Orders. This guide shows how to grant individual technicians permission to create POs directly and how to revoke it when needed.

Enable PO Creation for Technicians in SureStock

Reorder or restock a kit with one click. SureStock automatically expands it into all its component materials on the PO, ready to review and send.

Create Purchase Orders for Kits in Surestock

Get notified when a PO you’re assigned to changes status by email, push, or both.

PO Status Notifications in SureStock

Specialized PO scenarios beyond the standard flow, like ordering kits or letting field technicians create their own purchase orders.

Advanced PO Workflows

Your material library - how to organize, configure, and browse materials, including direct access to Ferguson's full product catalog.

Catalog

Learn the difference between your Catalog and your Stock, and understand what information lives in each one.

SureStock: Catalog vs. Stock

A breakdown of the different cost types in SureStock, what each one means, how to set them up, and how they relate to one another.

SureStock Cost Types Explained: Client Cost, Business Cost & Supplier Price

Learn the difference between Materials and Consumables in SureStock, and how each one affects inventory tracking and job costing.

Materials or Consumables in SureStock? How to Choose the Right Type

Understanding the SureStock Catalog

The Ply Library gives you direct access to Ferguson's full product catalog from within SureStock. This is where you can browse and add Ferguson materials to your own catalog.

Browsing Ferguson's Catalog with Ply Library

The core concepts for understanding how the catalog works in SureStock: the difference between catalog and stock, which item type to create (material vs. consumable), and how the different cost types work.

Catalog Fundamentals

Learn what custom fields are in SureStock and how to create and use them to track extra item details beyond the standard fields

Adding Custom Fields to Materials in SureStock

Learn the difference between Tags, Categories, and Folders in SureStock, and how each one helps you organize your materials.

Folders vs. Tags vs. Categories in SureStock: When to Use Each

How to structure the catalog so it's easy to navigate: when to use folders, tags, or categories, and how to add custom fields to track business-specific info.

Organization & Structure

Deleting items in bulk simplifies catalog management; select a few, a whole page, or your entire catalog at once.

Bulk Deleting Materials from Your SureStock Catalog

If items were set up as the wrong type (consumables that should've been materials, materials that are really tools) you can reclassify them in bulk instead of recreating each one…

How to Convert Items in SureStock

Deactivate materials you no longer need instead of deleting them, keep your catalog clean while preserving history and traceability, with the option to restore anytime.

How to Deactivate a Material in SureStock

SureStock requires item numbers to be unique across your catalog, so no two materials can share the same one.

Fixing the 'Item Number Already Exists' Error in SureStock

Learn what equipment is in SureStock, how it differs from materials, and how to create a new equipment item step by step.

Creating Equipment in SureStock

Learn how to merge duplicate materials in SureStock by transferring info to one record and removing the other.

How to Merge Materials in SureStock

Step-by-step instructions for printing barcodes from the SureStock web app or mobile app.

Printing Barcodes in SureStock

Give materials a home base before they leave the warehouse and make sure nobody else picks them up first.

Setting Up Staging Areas for On-Hold Materials in SureStock

Learn how to scan a receipt in SureStock to quickly add materials and inventory to a job or location, right from your phone or computer.

How to Scan a Receipt to Add Inventory in SureStock

Already have materials in your catalog that you buy from Ferguson? Ferguson Pricebook Matching finds their Ferguson equivalents and links them for you, so you get accurate pricing and faster…

Ferguson Pricebook Matching

Day-to-day catalog maintenance: creating, merging, converting, deactivating, or deleting materials, and how to fix common errors when loading items.

Managing Materials

Learn how to create and manage kits to bundle multiple materials or tools into a single package for easier ordering and distribution.

Bundling materials into Kits in SureStock

Learn how to create and manage variants in SureStock to offer multiple options, like size or color, for a single item under one main product.

Setting Up Product Variants in SureStock

Understand how SureStock tracks inventory that was purchased at different prices, and choose how that cost shows up in your catalog.

Cost Layers in SureStock

Set up custom units of measurement for your materials (like each, box, or pallet), and use Multi UoM to define conversions between them, so you can, for example, order in…

Setting Up Multi UoM Conversions in SureStock

More advanced functionality for complex catalogs: product variants, kits, unit of measure conversions, and cost layer management.

Advanced Configuration

Export your full catalog from SureStock and organize it by location using a spreadsheet, helpful for reviewing inventory by warehouse, sharing clean data with your team, or building custom reports.

Breaking Down Your SureStock Catalog Export by Location

Learn how to quickly export your SureStock catalog to an Excel file, making it easy to manage and analyze your data

Exporting Your Full Catalog from SureStock to Excel

How to pull catalog data into Excel, either in full or broken down by location, for analysis or reporting.

Exporting Data

Locations, Replenishment, Filters, Analytics, Receipts, Inventory Counts, Field Requests

Stock

Already have a template built? Apply it to any existing truck or warehouse in a few clicks. Add all materials or just the ones you need, with full control over…

How to Apply a Stock Template to a Location You Already Use in SureStock

See the total value, trends, and a full movement history for any single warehouse or truck; this article covers what's on the Analytics tab and how to read the Activity…

Stock Location Analytics & Activity Log

Update quantities, min/max thresholds, barcodes, and positions across an entire location at once by downloading a spreadsheet, editing it, and uploading it back.

Bulk Updating Quantities, Min/Max, Barcodes & Positions in SureStock

Quickly find, organize, and export the materials in any warehouse or truck,  this article covers how to sort your list, filter by category/supplier/type, and export what you need to a…

Filtering, Sorting & Exporting Materials

Build a standard truck or warehouse setup once, then replicate it to as many new locations as you need—no more adding materials one by one.

How to Build a Reusable Stock Template in SureStock

Control whether SureStock shows Aisle, Bay, Level, and Bin labels on your stock locations, or displays just the numbers. A simple display toggle with a big impact on how your…

Showing or Hiding Aisle/Bay/Level/Bin Labels in SureStock

Control who gets notified about what, and where,  so the right people hear about stock issues without everyone getting flooded with alerts that don't apply to them.

Stock Locations & Material Configuration

Learn how SureStock organizes your inventory across fixed warehouse locations and mobile truck stock, and how each one supports your team's workflow from the warehouse floor to the field.

Warehouses vs. Trucks: How Stock Locations Work in SureStock

Use manufacturer barcodes, your own codes, or SureStock's auto-generated labels, whichever fits your workflow. Here's how to manage them.

Using Manufacturer, Custom, or Auto-Generated Barcodes in SureStock

How stock locations work and how to set them up at scale

Stock Setup & Fundamentals

Understand Smart Min/Max's Demand Forecast methodology, an AI-powered approach that predicts your optimal inventory levels based on 8 weeks of historical data and 4 weeks of demand forecasting.

How Smart Min/Max Demand Forecasting Works in SureStock

Control which materials SureStock automatically flags for reordering, and which ones you're intentionally running down or phasing out.

Non-Replenishable Materials in SureStock

The Replenishment List is automatically populated when a material reaches or falls below its configured minimum quantity. It's your real-time view of what needs to be restocked.

Replenishment List

Your command center for low-stock alerts. See everything that needs reordering across all your locations, and take action in one place.

Critical Items List in SureStock

Replenishment & Min/Max

Techs text or call a dedicated phone number to request materials. The AI processes the message and creates a Field Request instantly: no app, no login, no friction.

Requesting Materials by Text or Call in SureStock

Every picklist moves through a series of statuses from creation to fulfillment. Knowing what each one means and what to do at each stage keeps your materials moving without bottlenecks.

The Picklist Statuses in SureStock, Explained

SureStock gives you two ways to move inventory, each built for a different kind of operation. Here's how to know which one to reach for.

Choosing Between a Regular Transfer and a Pick List in SureStock

Track high-value items unit by unit. Know exactly which serial number is in which location, on which job, and who installed it.

Tracking Equipment by Serial Number in SureStock

Move materials between locations or assign them to jobs straight from the SureStock app, no barcode required.

Transferring Materials in the SureStock App Without a Barcode

Move materials between locations and handle tech requests

Transfers, Pick Lists & Field Requests

When you use Barcode Lookup to scan an item and add it to your catalog, you might expect the scanned code to automatically appear in the UPC field of the…

Barcode vs. UPC in SureStock: Why Your Scan Isn't Showing Up as a UPC

Working in a warehouse with spotty signal? Basement job site? Concrete bunker? Offline Mode has you covered. This article walks through exactly how it works, how to enable it, and…

How Offline Mode Works in SureStock

You'll need a compatible Brother mobile label printer (PT-P950NW or PT-P910BT) connected to your phone. See Printing Barcodes in SureStock for setup details and where to purchase one.

Printing Multiple Barcode Labels from the SureStock Mobile App

Set up a structured counting cycle, assign it to your team, and complete it from the mobile app, this article covers creating a count, choosing what gets counted, and how…

Running an Inventory Count in SureStock

The Print Inventory Log generates a clean, category-organized PDF of all materials on a truck, including barcodes, SKUs, quantities, and images. Perfect for physical audits and field reference.

Generating a Category-Organized Inventory Log PDF for a Truck in SureStock

When a technician scans materials into stock using the mobile app, that receipt needs a manager or admin's review before it's confirmed, this article covers how to approve or reject…

Reviewing Receipts from the Mobile App

Run counts, print labels, and use the mobile app in the field

Counts, Barcodes & Mobile

Serialized Materials in SureStock

Once your equipment exists in SureStock, learn how to track each unit, send equipment to jobs, mark it as installed, and transfer it between locations.

Managing Equipment Units Through Their Lifecycle in SureStock

Decide exactly which roles can view or edit your cost data. Keep business costs private from techs, give managers full access, or any combination in between.

Price Lock: Control Who Can See & Edit Prices in SureStock

Managing materials efficiently is key to keeping your operations running smoothly. SureStock allows you to transfer materials between different locations with ease.

How to Move Materials Between Locations in SureStock

Once your equipment is in SureStock, learn how to track each unit, send equipment to jobs, mark it as installed, and transfer it between locations.

How to Track, Transfer, and Install Equipment in SureStock

Track serialized items and equipment through their lifecycle

Equipment & Serialized Tracking

Track active jobs and access reports to get a clear picture of how materials are being used across your business.

Jobs & Reports

Owners and Admins can reopen a finished job from the SureStock iOS app. On the web, just send us the job and we'll reopen it for you.

Reopening a Finished Job in SureStock

In most cases, an old job resurfaces because something changed on it in your field service software, and that change synced over to SureStock.

Old Jobs Reappearing in SureStock? Here's Why

Assign technicians or any other user to a job so work is tracked and materials come out of the right truck.

How to Assign Technicians to Jobs in SureStock

The Jobs section is where you track the work your team is actively managing.

Managing Jobs

Create, organize, and track jobs in SureStock, from assigning technicians to reopening finished work.

Add materials to a job from the Jobs tab, from a warehouse or truck, or from the SureStock app, and send back anything that wasn't used.

Sending Materials to a Job in SureStock

Create pick lists to move materials, kits, consumables, and equipment between locations or to jobs, and print them for your team.

Pick Lists in SureStock: Create, Print, and Fulfill

See how a technician's request for materials in the field turns into a transfer, a picklist, or a PO, this article covers the full flow from submission to fulfillment.

How Field Requests Work

Get the right materials to the right job: field requests, pick lists, and sending stock out to jobs.

Materials & Fulfillment

Find duplicated materials and items without a location in your SureStock catalog, and fix them before they affect your other reports.

Variance Reporting in SureStock: Find Duplicates and Unassigned Materials

Track every movement of your materials across warehouses, trucks, and jobs, and see exactly why a quantity changed during a specific period.

How to Use Movement Reporting in SureStock

See which materials and consumables are at their minimum or out of stock across your locations and how stock levels have trended over time.

How to Use the Low Stock Report in SureStock

See how much of each material a warehouse or truck used over a period, what it cost your business, and what you charged your clients.

How to Read the Inventory Usage Report in SureStock

The Reports section gives you a full suite of inventory and operational reports.

SureStock Reports

Generate a snapshot of what each location had in stock on a specific date, and export it for audits, month-end, or financial reviews.

How to Use the Inventory History Report in SureStock

Monitor stock levels, movement, and usage to spot issues early and keep your inventory accurate.