The Inventory feature helps teams track and manage equipment and materials for each event. If your company has this feature enabled, you’ll see a new Inventory tab inside the event drawer — both on the web and in the mobile app.
Who Can Access Inventory?
Access is permission-based:
Role | Access |
Admin | Add, edit, delete, mark/unmark as received |
Standard | Add, edit, mark/unmark as received |
Restricted | View, mark/unmark as received |
Lite | View, mark/unmark as received |
View-only | View only |
If you collaborate with Subcontractors, their users will also have access to Inventory for relevant events.
Inventory on Web
What You Can Do:
View a list of inventory items
Add items manually or import via spreadsheet or public API
Mark items as received
Undo received status
Delete items (individually or in bulk)
Search inventory items by name or code
Create a Shortage Report for missing items
Adding Inventory
Inventory items are event-specific. You can add them:
Manually: Click "Add item" and fill in item details.
Via spreadsheet: Use the "Import" button to upload a file (.csv or Excel).
Each item requires:
Item code
Item name
Quantity shipped - how many items are expected to arrive on-site
Optional fields:
Shipment ID
Once added, each item appears in a table with columns like quantity shipped, received, and missing.
Note: Item codes must be unique within an event.
Receiving Items
You can mark items as received individually. When doing so, you’ll be prompted to confirm how many were received (useful for partial deliveries).
When the number of received items matches the shipped quantity, this item is moved to a separate section called Received, and you can always undo this — unless a Shortage Report has already been created.
Shortage Reports
If items are missing after check-in:
Select the missing items, all selected items that remained in the Shipped section will go to Shortage Report
Click Create Shortage Report.
A new report will be created automatically.
You’ll be notified when a report is created, and it will be linked in the Inventory tab for easy access.
Once a shortage report is created, inventory items cannot be edited or deleted.
Inventory on Mobile
The mobile experience offers the same functionality in a streamlined way, optimized for quick check-ins onsite.
What You Can Do:
View items by Shipped / Received status
Mark items as received manually or via barcode scanning
Undo received status
Search items by code and name
Create a shortage report
Barcode Scanning
Use the barcode scanner to quickly check in items. Each scan adds to the received quantity.
Scanning an item multiple times increases the received count.
Barcode scanning updates in real-time, even across multiple users.
Inventory and scanning updates happen instantly using live syncing.
Inventory via API
If you manage inventory externally, you can use the Public API to:
Add, update, and delete inventory items
Retrieve inventory details
Note: Items added via API can only be edited through the API.
When Is Inventory Complete?
An event’s inventory is considered complete when:
All items have been marked as received, or
A Shortage Report has been created
Once either of these occurs, all users with permissions will receive a notification.