Overview
Inventory
Whatever your business holds — products, rooms, vehicles, properties or supplies — with stock by location, movements, purchasing and suppliers.
On this page
Inventory holds the things your business keeps track of — stock you sell, materials you use, rooms you let, vehicles you run, properties you list. It records where each thing is, how many are on hand, reserved and available, every movement, and the purchasing that brings more in.
Availability
- Open
- View Inventory — Owners and Admins by default
- Change items and stock
- Manage Inventory — Owners and Admins by default
- Where
- Clients & Business → Inventory (
/inventory)
Inventory reads like your business#
Inventory is one of the modules that adapts most:
The records behave the same way whatever they are called. See How Unobits adapts to your business.
What is in Inventory#
| Pill | What it holds |
|---|---|
| Overview | Inventory health, stock value, incoming and outgoing, orders awaiting delivery, quick actions |
| Items | Everything you track, with stock by location |
| Purchasing | Purchase orders and receiving |
| Movements | Every change to stock, and the audit log |
| Locations | Warehouses, sites, vans, buildings |
| Categories | How items are grouped |
| Suppliers | Who you buy from |
The Overview#
- Inventory health — how many items are low or out of stock.
- Stock value — the value of what you hold at cost and at retail, and the potential margin between them.
- Top performer and star product.
- Incoming and outgoing movement over the last 7 days, and movement today.
- Orders awaiting delivery, including delayed ones and what is expected this week.
The overview also suggests automations worth setting up — low-stock alerts, flagging overdue purchase orders — which you build in Automations.
How Inventory connects#
What an item touches
An item
- Financepurchase orders are shared; receiving raises a draft bill; quotes and invoices can pull items with their price
- Projectsstock moved to a project is valued at cost in the project's job costing
- CRMquotes on opportunities search Inventory by name or SKU
- Automationsstock changes and low stock can start automations; a restock task can be created automatically
- Searchitems are findable from global search