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Inventory & Fulfillment — Overview

Full inventory + fulfillment subsystem. Items live in bins with QR codes; vendors are tracked as manufacturers; purchase orders bring stock in; boxes pack stock out to customers; every quantity change writes an immutable stock-movement audit row. Real-time across all logged-in users, paper-trail-clean for compliance, mobile-first for the warehouse floor. Seven sub-tabs under Enterprise > Inventory: Items, Manufacturers, Bins, Purchase Orders, Boxes, Movements, Reorder.

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Steps

  1. Go to Enterprise > Inventory (requires Enterprise suite). The hub renders 7 sub-tabs; switch with the URL ?sub= param or the tab strip.
  2. Items tab: search, filter (category / condition / location / low-stock), bulk-import CSV, add/edit one at a time, or open an item to see its full history.
  3. Manufacturers tab: vendor directory — name, email, phone, default lead time, contact notes. POs link to a manufacturer.
  4. Bins tab: physical storage locations with auto-generated QR codes. Print labels and stick them on shelves; mobile scans them to receive stock fast.
  5. Purchase Orders tab: create POs against a manufacturer, add line items, receive stock against lines (partial or full). Each receive writes a stock-movement row.
  6. Boxes tab: outbound packing units with a state machine (open → sealed → shipped → delivered). Pack items off the warehouse floor with your phone.
  7. Movements tab: immutable audit timeline of every quantity change — receives, packs, unpacks, adjustments, transfers. Filter by item, PO, box, bin, type, date range.
  8. Reorder tab: items at/below their reorder point grouped by manufacturer. One click creates a PO from suggestions; another emails the report to the vendor with a PDF attached.

Good to know

  • Real-time: changes propagate to all open browser tabs in your org without refresh. Receive a PO in one tab → quantities update in the other within ~500ms.
  • Throttle protects you during bulk operations: 100-line PO receives + 500-row CSV imports coalesce into a single bulk-update event rather than 100 individual ones, so the UI stays smooth.
  • Every quantity change writes a StockMovement audit row with type, qty, who/when, and links to the source PO / box / bin. Movements tab is the audit trail — read-only by design.
  • Mobile (More tab → Inventory) is suite-gated and scan-driven. The phone is the right tool for the warehouse floor; web is the right tool for setup and reports.
Example: A 3-location distributor tracks 8,000 SKUs across 4 warehouses. Receivers scan a bin label, then scan each item barcode on a mobile phone — no clipboard, no typing. Pickers pack outbound boxes the same way — scan to add, seal when done. The dispatcher watches the Movements tab live: she can see every receive and pack as it happens, with the user who did it. End of day: the Reorder tab surfaces 47 items below threshold grouped by 8 manufacturers; she clicks "Email Report" on three and is done in 90 seconds.

Troubleshooting

Inventory tab shows "Suite not active"
Inventory ships under the Enterprise suite. Without Enterprise active on your org, the API rejects /enterprise/inventory calls with 403.
Fix: Settings > Billing > Suite Add-ons — toggle Enterprise on (Pro+ plans) or upgrade to Max which includes it. Enterprise also unlocks territories, multi-currency, CPQ, SSO/SAML, and custom SLA.
Mobile inventory section missing from More tab
Mobile gates the section on the Enterprise suite via /sidebar-context. If the suite was activated after you logged into mobile, the cached suite list may be stale.
Fix: Pull-to-refresh on the More tab, or sign out and back in. The gate flips on within seconds of activation.
Bulk-import fails or imports fewer rows than expected
CSV format mismatch (missing required columns like name + quantity), invalid numeric values, or the file exceeded the row cap.
Fix: Download the template from the bulk-import dialog, paste rows into the correct columns, save as UTF-8 CSV, re-upload. Required columns are name and quantity; everything else is optional.
Quantity changed but my screen still shows the old number
Real-time updates require an active socket. If the tab was backgrounded long enough for the socket to disconnect (1-2 minutes), it will auto-reconnect on focus.
Fix: Tab refocus reconnects automatically. If quantities still look stale, manually refresh once — auto-invalidation only re-runs queries that are actively mounted.

Plans

Enterprise suite required (Max plan includes it; Pro can add it for $50/mo).

Related

  • Bins & QR Scanning — bin model + mobile scan flow
  • Purchase Orders & Receiving — bring stock in
  • Boxes & Fulfillment — pack stock out
  • Visual Lookup AI — match photo to SKU
  • Reorder Report & Manufacturer Emails — replenishment workflow
  • Inventory Documents — PDFs & Email — packing slip, box label, invoice
  • Real-time Updates & Low-Stock Alerts — sockets + push notifications

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