Inventory Add-on
Track stock levels, movements, alerts, and inventory locations inside SettleWise
The Inventory add-on adds stock visibility and operational control to SettleWise. It helps teams monitor tracked products, manage inventory locations, review movement history, and respond to low-stock or out-of-stock issues before they disrupt work.
Best For
- Teams that manage physical products, supplies, or operational gear
- Businesses that need to know what is in stock, low, unavailable, or overstocked
- Operations teams that want clearer movement history and inventory accountability across locations
What You Unlock
| Capability | What it helps with |
|---|---|
| Tracked product stock | Monitor current availability for products with inventory enabled |
| Inventory locations | Create and manage multiple inventory records and move stock between them |
| Stock adjustments | Record quantity changes with reasons and notes for auditability |
| Inventory alerts | Catch low stock, out of stock, and overstock situations quickly |
| Movement history | Review the audit trail of stock changes over time |
| Operational handling | Support transfers, service workflows, and item-level detail review |
How It Connects to Products
Inventory does not replace the product catalog. Instead, it adds stock behavior to the products your team wants to track operationally.
- Products stay the source for catalog records and sellable items
- Inventory adds stock quantity, location, alerts, and movement context
- This lets teams separate pricing/catalog work from stock operations while still connecting the two when needed
If your team sells or uses physical items, start with Products for the catalog structure and Inventory for the stock workflow.
Access Notes
- Inventory workspaces are admin-oriented
- Inventory is strongest when teams review alerts and movement history regularly, not only when something is already missing
- Multiple inventory locations and transfer flows are especially useful for distributed operations