Inventory

Manage your team's product catalog, including products available for sale, pricing, and commission settings.

Accessing Inventory

1. Ensure you're in your team account
2. Click Inventory in the sidebar
3. The URL is /home/[team]/inventory

What is Inventory?

The inventory system tracks:

• Products - Items available for sale
• Pricing - Product prices
• Commission - Commission amount per product
• Project Assignments - Which projects a product is available in
• Quantity Tracking - For products with limited quantities

Product List

Viewing Products

The inventory page displays all products:

Filtering Products

Filter the product list by:

• Sort by creation date or name
• Active or archived products

Adding Products

Create New Product

1. Click Add Product
2. Fill in product details:

3. Click Create

Product Settings

Allow Multiple Per Unit

When enabled, the same product can be sold multiple times to the same address/unit.

Quantity Tracking

Products can be:

• Infinite: Unlimited availability (default)
• Tracked: Limited quantity that decreases with sales

Viewing Product Details

Click a product to see its detail page with:

• Product information
• Commission settings
• Project assignments
• Inventory movements (shipments)

Managing Products

Editing Products

1. Click a product
2. Click Edit
3. Modify the fields
4. Save changes

Archiving Products

Instead of deleting, archive products you no longer sell:

1. Click the product menu
2. Select Archive
3. Product is hidden but preserved

Archived products:

• Don't appear in sales forms
• Preserve historical sales data
• Can be restored if needed

Project Assignment

Assigning to Projects

Products can be assigned to specific projects to control availability:

1. Click a product
2. Click Assign to Projects
3. Select the project(s)
4. Save

Assignment Effects

When a product is assigned to projects:

• Only available for sales in those projects

Shipments

Recording Shipments

Track inventory additions with shipments:

1. Click a product
2. Click Record Shipment
3. Select the shipment type (in or out)
4. Enter quantity received
5. Add notes
6. Save

Shipments "in" increase the product's available quantity, e.g. a delivery of products arrives.

Shipments "out" decrease the product's available quantity, e.g. some products were damaged and need to be repalced.

Shipment History

View all shipments in the product detail page:

• Date received/sent out or sold
• Quantity
• Notes
• Recorded by

Commission Settings

Per-Product Commission

Each product can have a commission amount:

• Set when creating/editing the product
• Applied when the product is sold
• Appears in commission reports

Commission Calculation

When a sale is recorded:

• Commission is calculated based on the product's current commission amount
• Multiple items multiply the commission
• Appears in the salesperson's commission log

Best Practices

Product Management

1. Use clear names - Easy to identify during sales
2. Add descriptions - Help sales team understand the product
3. Set pricing - Keep prices current
4. Configure commission - Set before first sale

Inventory Control

1. Track quantity - For limited products
2. Record shipments - Keep quantity accurate
3. Archive unused - Keep the list clean
4. Assign to projects - Control availability

Troubleshooting

Product Not Appearing in Sales

If you can't select a product when recording a sale:

1. Check if the product is archived
2. Verify project assignment (if in a specific project)
3. Check quantity (if tracking and at zero)
4. Refresh the page

Wrong Commission

If commission seems incorrect:

1. Check the product's commission amount
2. Verify the quantity sold
3. Review sale model rules

Quantity Issues

If quantity tracking is incorrect:

1. Review shipment history
2. Check recent sales
3. Verify initial quantity was set correctly

Related Topics

• Recording Sales - Using products in sales
• Commission - Earnings tracking
• Sale Models - Commission workflows
• Sales - Team sales records