Inventory & equipment

Stock levels and equipment status.

Review quantities, reorder points and stock movements alongside equipment records. Check what is on hand and what needs attention before assigning supplies or assets to a job.

Included in Mako CRM
SuppliesRetail stockEquipment & assets Reorder pointsMaterials cost

INVENTORY ITEMS

Keep an item record for the stock you use.

Add items with a name, SKU, category, unit of measure, quantity, reorder point and cost. Group them by category to review related stock together.

STOCK LEVELS

Compare stock on hand with the reorder point.

Quantities change as you use, receive or adjust stock. Compare the balance with the item’s reorder point and check its movement history when a count differs.

✓Reorder point per item
✓Low stock shown on the dashboard
✓Stock counts recorded as adjustments
Needs reordering
2 of 7 items
$396 to restock
Cleaning solution 5L · CLN-5L
3 on hand
Below minimum
Jul 01 · opening balance4
Jul 05 · used on weekly clean−1 → 3
Jul 12 · received · PO-0148+2 → 5
Jul 19 · used on a reformer session−1 → 4
Jul 26 · used on Studio A deep clean−1 → 3
The Jul 19 stock movement is linked to Lionel Reed's reformer session. Review the item unit, quantity and job note when checking usage.
USAGE HISTORY

See what is left and where it went.

Review stock used on jobs, received from suppliers, adjusted after a count or moved between rooms. Each movement carries a date, quantity change and running balance for checking the stock history.

✓Running balance on every movement
✓Linked to the job that consumed it
✓Adjustments recorded with a reason
EQUIPMENT

Assets have a location, a status and a service date.

Record where equipment is, who has it and whether it is in service. Review the asset's status and service date before assigning it to a session, especially when it is marked out of service.

✓Location and assignment per asset
✓Review out-of-service equipment
✓Service and replacement dates tracked
Reformer #3 · Studio B
Out of service
Until Aug 2
ReasonSpring replacement
Springs in stock6 units · $34 each
Reformer 1:1 booking review3 sessions to review
Check before assigning to sessionsStaff review
Reformers #1 and #2 were both serviced on Jun 30: the same day Marcus signed off the reformer safety check.
Consumed in July
$280
$10.77 a class
Cleaning & hygiene$88
Laundry · towels$76
Studio kit replacement$62
Equipment parts$54
Sample usage category$280
Illustrative July stockroom usage: $280. Compare it with recorded expenses in Finance.
COST TRACKING

Review stock costs with the job.

Review unit cost, stock value and the quantities used this month. Keep the recorded materials and their cost with the job when reviewing its expenses.

✓Unit cost and total inventory value
✓Stock usage costs by category
✓Materials recorded against the job
46%

46% of small businesses do not track inventory. Mako records stock as it arrives, moves and gets used, which helps reduce stockouts, excess orders and waste.

STOCKROOM TO BOOKS

Stock movements with a recorded cost.

INTEGRATIONS

Explore connections for stock and servicing.

Request additional integrations
FAQS

Frequently asked questions

Questions about stock units, usage or equipment? Talk to us.

Contact us
Can I track both consumable supplies and reusable equipment?

Yes, and they behave differently. Consumables track quantity, usage and reorder points. Equipment tracks where it is, who has it, its status and when it was last serviced.

What happens when something hits its reorder point?

The dashboard marks stock at its reorder point. Review the quantity, raise an order against the item and record the receipt to update its balance.

Does materials cost feed into job profitability?

Review the quantity and unit cost recorded against the job. Use the materials record alongside labour and other expenses when checking the job cost.

Can I do a stock count and correct the numbers?

Yes. Adjust the quantity and the adjustment is recorded as its own movement with a reason, so the history explains the difference rather than hiding it.

Can I see what an item costs me over time?

Yes. Unit cost is held per item and every receipt records what you actually paid, so you can see when a supplier price has crept up.

Stock value?

The value on hand is based on each item's quantity and unit cost. Check the unit definition before comparing values, especially for packs, bottles or replacement parts.

Which units should I use?

Use a unit you can count consistently, such as a bottle, pack or individual part.

How do I check a discrepancy?

Compare the counted quantity with the movement history and running balance.

When is equipment ready to use?

Check the recorded status and planned service date. Out-of-service equipment needs a staff decision before booking.

Moving a stock list?

Have counted opening balances, item units and unit costs ready. The wizard has six setup steps; ask us about bringing in your stock list and equipment records, including movement history you need to retain.

Stock, equipment and cost in one place

Check your stock before the next job.

Review item levels, inspect recent movements and check equipment status before assigning the stock or assets needed for a job.