Overview

Find Inventory areas and what each one is used for.

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Inventory is where you manage stock levels, storage structure, and stock corrections.

Inventory areas

  • Stock items: maintain item-level stock records. Clicking the top-level Inventory sidebar row opens the unfiltered Stock items view. When low-stock items exist, the sidebar badge is a warning count and Stock items exposes the Low stock filter badge inside the list. The linked SKU and item name open the stock item detail form.
  • Warehouse: operational home for inventory work and warehouse navigation
    • lookup
    • receiving
    • putaway
    • moves
    • counts
    • replenishment
    • returns
    • quarantine
    • labels
    • issues
    • includes a separate Inventory management pages section for opening the standard desktop Inventory screens when setup or review work is needed
  • Inventory health: monitor inventory health signals and summary checks
  • Low stock: filtered Stock items view for reorder-risk items
  • Purchase orders: create supplier replenishment drafts and receive against them
  • Suppliers: maintain the supplier directory used by purchasing
  • Adjustments: record corrections, checks, and transfers
  • Locations: define warehouse or fulfilment locations
  • Bins: define storage positions
  • Bin types: standardise bin labels and behaviour
  • Stock groups: organise stock into logical groups
  • Data exchange: import and export stock data

Locations and Warehouse are not the same thing:

  • Warehouse is the operational starting point
  • Locations define the warehouse or fulfilment sites where stock can live
  • in Working area → Inventory, Warehouse keeps its short label and uses a small trailing Mode badge to show that it opens the dedicated Warehouse shell

On the Warehouse home page:

  • Warehouse opens in a dedicated full-screen Warehouse mode shell instead of the normal desktop sidebar/header

  • the hero keeps a simple app-style stack:

    • current location/context
    • Scan now primary action
    • one short helper line
    • quick action chips underneath

  • Scan now is the primary action for starting a floor task quickly

  • Continue task brings staff back into the last Warehouse task they opened

  • Current location shows where the user is physically working

    • assigned work can open a task with its own location already set
    • otherwise Warehouse reuses the last selected working location
    • if no location has been chosen yet, scanning a bin or location can set it
    • once a location is set, Warehouse home shows a Change location action instead of leaving the picker open all the time

  • Needs attention keeps low-stock review and issue reporting visible at the top of the workspace

  • Warehouse setup adds a first-run checklist on Warehouse home so teams can:

    • label bins first
    • relabel existing stock with internal labels
    • mark Warehouse ready before switching fully to floor operations

  • Getting started now includes a matching Prepare Warehouse onboarding step that opens this checklist from the wider setup flow

  • Floor operations keeps staff inside the dedicated Warehouse task shell

  • Warehouse task screens use guided step-by-step flows with a live progress summary, strong scan feedback, a sticky action footer, and internal-barcode-first stock scanning, manufacturer barcode fallback second, and SKU fallback last

  • Warehouse task headers show the current location, but location changes happen on Warehouse home

  • Warehouse web officially supports Bluetooth HID scanners first, with iPhone camera scan as fallback and manual typing as final fallback

  • the recommended phone setup is smartphone + a paired Bluetooth scanner in Basic/HID keyboard mode with the correct keyboard layout and an Enter suffix after each scan

  • supported mobile browsers also show a camera scan button beside Warehouse scan fields for fallback use

  • Inventory policies now include both SKU policy and Barcode policy so each customer can control internal barcode prefix/sequence, use Code 128 for warehouse labels, and choose whether manufacturer barcodes are optional, recommended, or required

  • location-sensitive task screens require a working location; if none is known, staff return to Warehouse home to set it

  • Inventory management pages opens the standard desktop Inventory pages when broader review or setup work is needed

  • a dedicated Warehouse bottom nav stays visible across the Warehouse shell and keeps it feeling separate from the wider Inventory pages, with Exit as the way back to the desktop app

Inside Warehouse:

  • Warehouse means the app mode
  • Location means the physical site where the user is working

Low-stock review now flows naturally into Purchase orders, with Suppliers sitting beside it as the purchasing master-data directory.

Allocated lines remains available as a drill-down view from stock items and order workflows when you need to review reserved stock in more detail.

Data exchange actions

In Data exchange, you can:

  • Import stock items from CSV
  • Export stock groups
  • Export low-stock views
  • Review recent import/export activity