Before you begin
Inventory is available to accounts with Operations access. If your account does not include the required Operations subscription, some inventory actions may be locked.
Before recording stock activity, set up:
Storage Locations: Warehouses, property closets, vehicles, maintenance shops, offices, or other storage areas.
Storage Items: The supplies, linens, amenities, maintenance items, or other inventory your team tracks.
Open Inventory
Go to Operations > Inventory.
The Inventory area includes these tabs:
Overview
Stock
Movements
Items
Locations
Reports
Inventory Overview
The Overview shows a quick health summary of your inventory, including:
Total inventory items
Total inventory value
Low stock items
Lost items this month
Damaged items this month
Transfers this month
The Action Required section highlights items that are below their minimum quantity and may need to be reordered.
From the Overview, you can quickly open:
View Low Stock
Stock Movements
Items
Locations
Add storage locations
Storage locations are the places where inventory is kept.
Go to Inventory > Locations, then select + Location.
Enter the location details:
Location Name
Location Code
Type
Address / Access Notes
Room / Shelf / Bin
Allowed Uses
Tags
Inventory Counts
Status
Notes
Use Inventory Counts to mark whether counts are required or optional for the location.
Select Save when finished.
Add inventory items
Inventory items are the supplies or assets your team tracks.
Go to Inventory > Items, then select + Item.
Enter the item details:
Item Name
SKU / Code
Category
Storage Unit
Pack Size
Tracking Mode
Minimum Quantity
Reorder Quantity
Default Reorder Point
Default Par Level
Preferred Supplier
Unit Cost
Replacement Cost
Tags
Notes
Status
Use Minimum Quantity and Reorder Quantity to help identify low-stock items and suggested reorder amounts.
Select Save when finished.
Record a stock action
Stock actions update inventory quantities and create movement history.
Go to Inventory > Stock, then select + Stock Action.
Choose an Action / Reason, such as:
Received
Transfer
Consumed
Restock Property
Count Correction
Damaged
Lost
Disposed
Returned
Manual Adjustment
Then complete the required fields:
Item
From Location
To Location, when required
Quantity
Counted Quantity, if correcting a count
Property, when restocking a property
Reservation ID, if related to a guest reservation
Task, if related to a work order
Notes
Notes are required for lost, damaged, and disposed stock.
Select Save to record the action.
Review stock levels
Go to Inventory > Stock to see current stock balances.
The Stock table shows:
Last movement
Item and SKU
Destination or last movement target
Current location
On hand quantity
Available quantity
Reserved quantity
Damaged quantity
Minimum quantity
Reorder quantity
Inventory value
Replacement value
Status
Use the search and filters to narrow the list by item, SKU, location, or status.
Statuses include:
OK
Low
Critical
Out
Review stock movements
Go to Inventory > Movements to view the inventory audit trail.
Movements show:
Date and time
Item and SKU
Quantity
From location
To location
User
Property
Reservation
Task
Reason
Source
Use filters to search by location, item, movement type, property, or date range.
Use inventory reports
Go to Inventory > Reports.
Value Report
The Value Report summarizes inventory value by location.
It shows:
Item count
Inventory value
Replacement value
Select a location row to view item-level details, including quantity, unit cost, replacement cost, inventory value, and replacement value.
Loss Report
The Loss Report helps review lost, damaged, and disposed inventory.
Use the date filters to choose a reporting period.
The report shows:
Lost inventory value
Damaged inventory value
Disposed inventory value
Related loss movements
Low Stock Report
The Low Stock Report lists items below their minimum quantity.
It shows:
Item and SKU
Location
Current quantity
Minimum quantity
Suggested reorder quantity
Use the download button to export the report as a CSV file.
