Inventory

This feature is in beta and will be widely available September 2025

Inventory is used to track the quantities of inventory items in your warehouse(s), and what inventory has been added to each Property for Owner billing purposes.

Setup

  1. Turn on Use Inventory in Setup —> System Settings; Use Owner Options (under Owner settings); then Use Inventory (under Functionality Settings)
  2. Add Inventory Categories Setup —> Inventory Categories
    1. At least one category is required, as all inventory items must have a category
  3. Add Inventory Locations in Setup —> Inventory Locations
  4. Add Inventory Items in Setup —> Inventory items.
    1. Choose which Inventory Items are Billable or Not Billable for reporting.
Tip: Use the Import Inventory Items option to bulk upload items from a CSV list.
  1. Choose which properties to track inventory in Setup —> Properties
    1. Bulk edit or set individually in edit.
  2. Allow Inventory Form access on staff dashboards per Staff in Setup —> Staff
    1. Bulk edit or set individually in edit, Dashboard Settings area.

Usage

  1. If a shipment is received, go to Quick Reports —> Inventory Levels.
    1. Use the + Add to include the new items in the shipment with the existing Inventory.
    2. This can also be done from the Warehouse Screen if a tablet is available, with the screen installed in the physical warehouse location.
  2. When taking inventory, use Quick Reports —> Inventory Levels, and use the Adjust feature
  3. View what inventory needs to be ordered from Quick Reports —> Inventory Reorder Report
  4. To record items stocked into a Property, there are 3 options
    1. From the Property Folder, use the Inventory tab
    2. From Quick Reports –> Property Inventory
    3. From the Staff Dashboard assigned task, use the Inventory form
Note: When Inventory Items are Stocked for a Property using the Inventory feature, they are then subtracted from the overall Inventory levels.
Tip: The Inventory Form will only be available on the Dashboard if the Staff has Use Inventory enabled and the Property has Inventory enabled.

Reporting

  1. To bill owners, at the end of each billing period, go to Reports —> Owner Inventory Report, Approve, and Mark Billed items stocked to the Owner's properties. Print, print to PDF, or export as needed.
  2. Review inventory levels and movement in Reports —> Inventory Ledger
Note: Use Owner Options must be turned on in Setup --> System Settings to use this functionality