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Inventory

Know what is in stock.

Track inventory quantities and status, with materials linked to the services that use them.

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Workspace: Inventory

Illustrative scene of a craft professional working with materials in a pottery studio.

At a glance

What you can do

01

Dedicated inventory list

02

Item quantity and stock filters

03

Active and archived records

04

Materials linked to saved services

Know what is on hand

A record for each material

Create an inventory item once and keep its quantity and current status in the inventory workspace. Search and filter the list when preparing the next job.

  • Item record
  • Quantity
  • Stock filter
  • Active or archived

Connect to the work

Materials for the service

When a service uses materials, associate the inventory items and quantities in that service's catalog record. The service description and its material needs stay close together.

  • Saved service
  • Inventory item
  • Usage quantity
  • Reusable setup

Keep exploring

Supplier and purchase order managementService catalog for invoicing and appointmentsReports for invoice and service business operations

Common questions

Is inventory separate from the product and service catalog?

Yes. Inventory has its own workspace and filters. Saved services can also reference inventory items they use.

Can I archive an item I no longer use?

Yes. Inventory items can be archived and restored from the catalog workspace.

Inventory

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