Inventory Add-on
Control consumable stock and durable equipment across inventories, assignments, repairs, and purchasing
Inventory is the operational workspace for physical items. It tracks what you have, where it is, how much is available, and why a quantity changed. It also supports durable equipment that can be assigned, transferred, or sent for service.
An inventory is a named stock-holding place, such as Main Lodge or Gear Room. An inventory item is the product or piece of equipment tracked inside it.
What You Can Manage
| Area | What Inventory adds |
|---|---|
| Items | Consumables and durable equipment with SKU, category, unit, value, images, condition, and storage notes |
| Availability | Total and available quantities, warning and critical thresholds, and inventory value |
| Inventories | Separate stock by lodge, warehouse, store, vehicle, or other physical location |
| Movements | Adjust stock, record usage, and transfer one or many items with a reason and notes |
| Equipment | Assign durable gear to team members and record returns |
| Service | Move equipment into an In Service state with provider, expected return, reference, and condition |
| Purchasing | Receive selected payout or bill lines into inventory |
| Control | Alerts, searchable item timelines, archive/delete rules, and duplicate-item merging |
Choose the Right Item Behavior
| Behavior | Use it for | Stock control |
|---|---|---|
| Consumable | Supplies, ingredients, merchandise, or anything depleted by use | Record usage and configure warning and critical thresholds |
| Durable | Rods, reels, tools, electronics, vehicles, or reusable gear | Track availability, assignments, transfers, condition, and service |
Durable items can also be marked as Assignable gear. Assigned units remain part of total stock but are deducted from available stock until returned.
How Inventory Relates to Products
Inventory and the sales catalog can be kept separate or connected, depending on the configuration selected in Settings → Add-ons → Inventory.
| Configuration | Result |
|---|---|
| Services only + internal inventory | The customer-facing catalog contains services; physical items stay internal |
| Services and products + separate inventory | Sellable products and operational inventory remain separate records |
| Services and products + optional linking | An inventory item can be linked to an existing catalog product or used to create a new sellable product |
Linking connects the operational item to the catalog record used on invoices. It does not turn every internal item into something customers can buy.
A Typical Inventory Cycle
- Configure how the catalog and inventory should relate.
- Create at least one inventory and its category tree.
- Add items with the correct behavior, unit, initial quantity, and thresholds.
- Receive purchases, record usage, make counted adjustments, or transfer stock.
- Review alerts and item timelines regularly.
- Archive retired items so history remains intact.
Start Here
Set Up Inventory
Choose a catalog mode, create inventories, categories, and access
Create and Manage Items
Configure consumables, durable equipment, assignments, and lifecycle
Stock Operations
Adjust, consume, transfer, assign, and service inventory
Purchasing and Alerts
Receive purchases, understand thresholds, and troubleshoot stock