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Workflow Guides

Inventory and Purchasing

Item setup, inventory controls, BOMs, purchase order pipeline, receiving, and cost intelligence

Flow

Item Setup

Use the item creation wizard and Item Manager. They support item groups, variants, warehouse setup, payment gateway routing, category/type selection, BOM templates, cost data, image uploads, and configuration warnings.

Inventory Controls

Provider-owned inventory is mirrored from 3PL providers. Internal inventory can be adjusted through Inventory Manager with structured reason, details, warehouse, reference, and transaction history.

BOMs and Cost Intelligence

BOMs define what a finished item consumes. Cost intelligence reports use BOM coverage, component costs, cost buckets, COGS, margin, and variance data to identify profitability and setup issues.

Purchase Orders

Use Purchase Order Pipeline for PO and CMPO creation, phase movement, status review, and receiving. Purchase Order Receiving writes receipt detail and supports reporting on open supply, overdue supply, receiving completion, and vendor attention.

Sales Dependency

Sales users depend on accurate stock lookup, item payment gateway routing, and item setup completeness. Inventory or item setup gaps can block quote, payment, fulfillment, and margin reporting.

Replenishment Loop

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