Adding & managing products
How to add products, what every field does, how to edit them, pricing & markup, photos, categories, suppliers, SKUs, and barcodes.
Understanding Inventory quantities
What every stock number means — warehouse on hand, location and organization totals, truck and member custody, incoming stock, and unplaced legacy stock.
Inventory reconciliation
Run the stock integrity report, read its findings, place unplaced legacy stock, and understand what the system repairs versus what only you can decide.
Stock & inventory
Track stock quantities, set low-stock thresholds, understand status badges, and manage inventory across multiple locations.
Importing & exporting
Bulk-import your product catalog from a CSV file, map columns, set stock levels, and export your catalog at any time.
Stocktakes
Perform physical inventory counts in your warehouses or trucks, track progress, reconcile discrepancies, and view reports.
Your product profile
The product detail page — identity badges, pricing & inventory cards, location breakdown, linked services, usage history, and Stripe sync.
Warehouses & Locations
Establish physical storage sites, configure parent locations, track multi-location inventory, and manage facility transfer logic.
Trucks & Mobile Inventory
Track mobile inventory assigned to service vehicles and technicians, monitor active stock in transit, and manage fleet checkouts.
Suppliers & Vendors
Manage supplier profiles, contact details, lead times, preferred vendor assignments per product, and reorder workflows.
Stock Orders & Purchasing
Create purchase orders to vendors, track fulfillment statuses, record item deliveries, and automatically update stock levels.