Inventory
Track stock levels across multiple storage locations, get automatic low-stock alerts when items hit their reorder point, and maintain an audited adjustment history for every quantity change. Every stock adjustment requires a reason and logs who made it - so you always know why quantities changed.
Features
- ✓ Low stock alerts - items at or below their reorder point are flagged automatically with amber indicators
- ✓ Audited stock adjustments - every +/- change records the reason, old quantity, new quantity, and who made it
- ✓ Multiple storage locations - offices, warehouses, vehicles - tracked per item
- ✓ Vendor directory integration - link items to suppliers; vendors also appear in the Procurement module
- ✓ Total inventory value - sum of (quantity × unit cost) across all active items shown in real time
- ✓ Search across name, SKU, item ID, vendor, and description simultaneously
- ✓ Category and location filtering - narrow to Parts, Supplies, Materials, Tools, or a specific storage location
- ✓ Customizable columns — 13 available fields; choose which appear in your list view, with saved column views
- ✓ QBE (Query by Example) — advanced multi-field queries with operators like equals, contains, and greater-than for precise filtering
- ✓ AI Chat integration — chat with the AI about any item or your filtered list; item data is included as context automatically
- ✓ Visual dashboard — collapsible analytics panel with category breakdown charts and stock health indicators
- ✓ Journal system — threaded activity log per item with typed entries (Note, Adjustment, Damage, Transfer)
- ✓ Full audit trail — Security tab on every item shows timestamped history of who changed what and when
- ✓ Sub-location tracking — pinpoint items to a shelf, bin, rack, or room within a storage location
- ✓ Sortable columns — click any header to sort ascending/descending with visual indicators
- ✓ Notification subscriptions — in-app and email alerts for inventory events
- ✓ Discontinued item handling — retired items hidden from default view but preserved in the database
- ✓ CSV export — download the filtered, sorted list with your selected columns
What sets it apart
Quantity changes are always audited
You can't edit stock quantities directly - every change goes through the Adjust Stock function with a required reason. This creates a tamper-evident log of every stock movement.
Automatic reorder point alerts
Set a reorder point for each item and the system flags it as low stock the moment quantity drops to that threshold - no manual checking required.
Shared vendor directory with Procurement
Vendors added in Inventory automatically appear in the Procurement module - one shared supplier list, no duplicate data entry across modules.
Multi-location tracking
Items can be assigned to any configured location — office, warehouse, or service vehicle — down to a specific shelf or bin. Filter by location to see exactly what's stocked where.
AI-powered insights
Chat with the built-in AI about any item or your filtered inventory list. Ask questions, get analysis, and make decisions with full context — item data is included automatically.
Journal & audit trail per item
Every item has its own journal for notes, damage reports, and transfer records — plus a security audit trail that logs every change with who made it and when.
Interested in this module?
Every module can be customized to match your exact workflow. Let's talk about what you need.
Get in touch →