To manage your company's inventory, select the Inventory module under Inventory from the horizontal menu. From this view, you can see a complete list of all inventory in your facility.

The Inventory module contains three tabs: Inventory, Shipping, and Retains.

Manage, order, adjust, and move inventory.

Ship products and fulfill sales orders.

Manage retains and samples (coming soon).

Click on any of these tabs to navigate to the respective sections.

All: Displays all inventory types.

Raw Materials: Displays all raw materials (components that are used to create finished products).

Capsules: Displays all capsules.

Packaging: Displays all inventory items related to packaging materials, including bottles, jars, caps, boxes, etc.

Labels: Displays all product labels, tags, or other identification materials.

Products: Displays all finished products.

Assets: Displays inventory items that are considered as assets rather than consumable goods. This may include equipment, machinery, or any non-consumable items owned by the business.

Click on any of these tabs to navigate to the respective sections.

Each of these status overviews shows the number of inventory items with that particular status type.

In Stock: Includes items that are currently present and available within the inventory.

Available: Includes items that are both in stock and ready for use or sale. It takes into account any reservations or allocations and represents the quantity of items that can be immediately accessed or shipped.

On Order: Includes items that have been ordered from the supplier, but have not yet been received in the inventory. This status helps track pending deliveries and expected restocks.

To Purchase: Includes items that need replenishment. This status signals that a procurement process is required to obtain additional stock.

On Hold: Includes items that are temporarily reserved or set aside for a specific purpose, such as pending quality checks, customer reservations, or other considerations. These items are not readily available for regular use or sale until the hold is released.

Quarantined: Includes items that are suspected of being defective, contaminated, or otherwise compromised. These items are isolated from the rest of the inventory pending further inspection, testing, or resolution of quality issues.

Click on any of these buttons to filter the inventory to display only inventory with that particular status.

Each inventory item displays the following information in the list view:

SKU (Stock Keeping Unit): The unique identifier for the product or component.

Name: The name of the item.

Attributes: The par level for the item, whether or not the item was supplied by the customer or not, and any other defining information.

Lot Metrics: An overview of the status of the lot units. Click the Expand icon to the left of any item row to view additional lot metrics.

Click the View button to open a window with more details about an inventory item.

Click the Order button to order more of the selected material. For more information on ordering materials, visit the Ordering Materials section of this documentation.

Click the Specification button to upload the specification document associated with that inventory item.

To edit an inventory item, click the down arrow under Actions, then click Edit. Here, you can edit the item name, add a customer, indicate whether the inventory was supplied by a customer, make the item public or private, add a description, add product images, adjust the par level, or add additional attributes, including size, color, and material.