Inventory
Whatever you count — stock, parts, properties, vehicles, rooms — in your own words.
- In every plan
- Connected to every other module
Inventory tracks the things your business holds or sells: items, where they are, how they moved and who supplies them. It renames itself for your industry — Products, Materials, Properties, Fleet, Supplies, Ingredients.
What Inventory is made of.
In the app: Clients & Business › Inventory. These are the pages you will find there.
Overview
Stock value, low items and recent movement.
Items
Everything you track, with your own fields.
Purchasing
Reorders and purchase orders to suppliers.
Movements
Every in, out and transfer.
Locations
Warehouses, sites, vans and rooms.
Categories
How your items are organised.
Suppliers
Who you buy from and on what terms.
What this looks like on a normal day.
Know what you have and where
Every item has a location and a movement history, so counts are explained rather than guessed.
- Multiple locations
- Full movement history
- Categories and custom fields
Buy before you run out
Low stock is flagged and reorders become purchase orders to your suppliers.
- Reorder points
- Purchase orders linked to Finance
- Supplier records
Your vocabulary
A dealership tracks Vehicles, a restaurant Ingredients, a logistics firm its Fleet. Same engine, your words.
- Industry vocabulary
- Linked to projects and invoices
- Reports across stock and sales
Who leans on inventory most.
People running it alone
Nothing to configure, nothing to integrate. It works the day you open it.
Teams who keep missing each other
One place everyone can see, so nobody has to ask what happened.
Businesses with clients waiting
Files, updates and invoices your clients can reach without another login you pay for.
You never use this module alone
Everything here is joined to the rest of the workspace, so nothing has to be copied anywhere. And Donna is standing in this room with you — ask her to do the work in it and she will, then tell you what changed.
Have someone walk you through it