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

Log In

Our Website

Facebook Community

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

English

linear-gradient(to bottom right, #355f51,#458F79)