1. Accessing Inventory

  • From the left navigation panel, click the Inventory icon.

  • You’ll see options to Import CSV, Upload & Scan PDF, or Add Items Manually.



2: Add Items

  • CSV Upload → Ideal for bulk imports. Format the file to match the template.

  • PDF Upload → Drop in the file, review scanned data, and click Add Item to Inventory.

  • Manual Add → Enter description, quantity, U/M (unit of measure), and price.

 

Once items are added, they appear in the Inventory table:




3. Managing Locations

  • After adding items:

    • Go to the Locations tab.

    • Click + Add Location to create warehouses or storage areas.

    • In the Inventory table, select items → Assign Location to link them to storage.


This ensures you know both what stock you have and where it is stored.





4. Inventory Table 

Your items now show in the table with these key details:

  • Description

  • U/M (Unit of Measure)

  • QTY in Stock, Allocated, Available

  • QTY on Order, Transferred Out

  • Average Price

  • Location (blank until assigned)



What Each Column Means

The Inventory table gives you a detailed view of stock levels and item status.


Here’s what each field represents:


Description

A clear name or label that identifies the item. 

  • Example: Blue Latex Paint – 1 Gallon

  • Example: Framing Lumber – 2x4x8

U/M (Unit of Measure)

The measurement unit for the item.

  • Example: For lumber, this could be feet.

  • Example: For nails, this might be box.

QTY in Stock

The total number of units currently stored at this location.

  • Example: You have 75 paint cans in the warehouse → this shows 75.

  • Example: You have 1,200 nails (in boxes) stored → this shows 1,200.

QTY Allocated

Items already reserved for a project (not available for new use).

  • Example: Out of 75 paint cans, 20 are allocated to a renovation project → this shows 20.

  • Example: Out of 1,200 nails, 300 are allocated to a construction job → this shows 300.

QTY Available

Unreserved stock that’s ready to use.
Formula: QTY in Stock – QTY Allocated = QTY Available.

  • Example: If you have 75 paint cans in stock and 20 allocated, this shows 55 available.

  • Example: If you have 1,200 nails in stock and 300 allocated, this shows 900 available.

QTY on Order

Items ordered but not yet received.

  • Example: You placed a purchase order for 50 more paint cans → this shows 50.

  • Example: You ordered 5 new pallets of tiles (1,000 pieces) → this shows 1,000.

QTY Transferred Out

Items currently being moved to another location (jobsite, warehouse, retail outlet).

  • Example: If 10 paint cans are in transit to a jobsite, this shows 10.

  • Example: If 500 nails are being moved to another warehouse, this shows 500.

Average Price

The average cost per unit, based on past purchases.

  • Example: You bought 50 paint cans at $25 each and 25 more at $30 each → average price = $26.67.

  • Example: You bought 1,000 nails at $0.10 each and 500 more at $0.12 each → average price = $0.107

Location

Where the item is stored.

  • Example: Paint cans are in Warehouse A, Aisle 3, Shelf 2.

  • Example: Nails are in Warehouse B, Bin 14.


 Together, these columns give you a full picture of:

  • What you have (QTY in Stock)

  • What’s tied up (QTY Allocated, QTY Transferred Out)

  • What’s ready (QTY Available)

  • What’s coming (QTY on Order)

  • What it costs (Average Price)

  • Where it is (Location)


5. Manage Items

From the inventory table, you can:

  • Edit  – update item details

  • Delete  – remove an item

  • Restock – add more units

  • Transfer – move items between locations

  • Assign Location – link items to storage


Quick Summary

  1. Import items (CSV, PDF, or manually).

  2. Add Locations and assign items to organize stock across warehouses.

  3. View items in the inventory table.

  4. Restock, transfer, or edit as needed.

Need help?

Reach out to our Customer Support team: