Switch on when you need it
Inventory Management
Stock on hand, by location, tied to the deals and quotes that need it.
“We promise stock we have not got, then go and look on the shelf.”
Instead of: A stock spreadsheet and a counting day
Inventory Management tracks what you have, where it is and what is already promised. Keep items and SKUs with variants, units and cost, hold stock across locations and warehouses, and record every receipt, transfer, adjustment and fulfillment in one movement ledger. Reserve stock to deals and quotes, get low-stock alerts at your reorder points, count shelves with a phone camera, and receive against purchase orders when Vendors & Procurement is licensed.
What you get
- Items and SKUs with variants, units of measure and cost
- Multiple locations with on-hand, allocated and available stock
- A movement ledger for every receipt, transfer, adjustment, fulfillment and return
- Reorder points with low-stock alerts
- Stock reserved to deals and quotes, with serial and lot tracking
- Receiving against purchase orders when Vendors & Procurement is licensed
- Cycle counts with barcode scanning from a phone camera
- Average-cost valuation report, plus CSV import and export
Who tends to switch this on
- Businesses that sell or install physical products alongside services
- Operators running more than one stockroom, van or warehouse
- Teams that have promised stock they did not have
Goes well with
People who switch on Inventory Management usually switch these on too.
Vendors & Procurement
A vendor directory, purchase orders and a bid board your suppliers can use.
Instead of: A purchasing spreadsheet and a supplier folder
Quotes & Proposals
Branded proposals with approvals, signatures and view tracking, priced from your catalog.
Instead of: A proposal tool and a document template folder
Finance
Commissions, invoices, expenses and pay periods that reconcile with your deals.
Instead of: A commission spreadsheet and a separate expenses app
Report Builder
Pick a category, a subcategory and the fields you want. Save it. Export it.
Instead of: Exporting everything to a spreadsheet to answer one question
Don't see what you need? We build custom options and integrations.
Custom options and programming are available. Describe your needs in your own words and we will be in contact within one business day.
See Inventory Management with your own work in it.
Add it to your setup and see the total, or tell us how your business runs and we will show you this part doing it.