PorterBase
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Start here

  • Getting started

Inventory

  • Parts and Quick Add
  • Warehouses and locations
  • Inventory lifecycle

Operations

  • Purchase orders
  • Jobs and job parts
  • Technician workflow

Account

  • Team and permissions
  • Settings and account
  • Troubleshooting

PorterBase documentation

Manage every part with a clear, traceable workflow.

Learn how to set up your workspace, organize inventory, receive orders, and move parts from the warehouse to the field.

Start with setup

Start here

Getting started

Set up your workspace and record your first part in PorterBase.

Inventory

Parts and Quick Add

Create parts, scan barcodes, add stock, and understand part details.

Warehouses and locations

Organize stock by warehouse, shelf, bin, or receiving area.

Inventory lifecycle

Understand assignments, pickups, installations, returns, damage, and loss.

Operations

Purchase orders

Create, track, receive, and cancel vendor orders.

Jobs and job parts

Follow parts for a job from ordering through installation.

Technician workflow

Prepare, collect, use, and review parts in Technician view.

Account

Team and permissions

Invite members and choose the correct role for each person.

Settings and account

Manage Quick Add preferences, your profile, password, and business view.

Troubleshooting

Resolve common scanning, inventory, invitation, and receiving problems.