Inventory

Inventory tracks the hard goods your business owns or is acquiring, where they are stored, and why their quantities changed. It is different from Purchasing, which plans supplier orders for event recipes.

Use the Inventory tab to maintain a stock record and begin a count correction, pull, restock, or removal. Use Report to compare selected event needs with stock without reserving it. Use Purchases to move an internal shopping-list request through Purchased, Receiving, and In Stock. Use Log to investigate a quantity change. Use Locations & Addresses to identify where the item is stored.

Decide where to work

For example, add 12 vases to Purchases when you need to acquire them, mark them purchased only after the external purchase is arranged, receive them when delivered, and stock them when shelved. Use Inventory to pull six for an event and Log to confirm the resulting movement. None of these internal records charge a card, send a supplier message, or create a purchase order.

Inventory Management is available on eligible workspaces when it is enabled. It does not replace the Purchasing page or an event's order needs. The Inventory Report is not the workspace Reports page.

In this section

• Inventory items

• Inventory Report

• Purchases

• Log

• Locations & Addresses

• Inventory settings