Professional and up4 min read4 steps

Inventory, Parts, and Vendors

Inventory keeps parts and materials under control: what you have, what is on order, and who you buy from. Available on Professional and up.

Step 1
1
Open Inventory
Click Inventory in the left rail. The dashboard shows parts, materials, vendors, open orders, and total value. Parts and vendors both live here.
app.claimory.io/inventory
Step 2
2
Add and adjust stock
Use Add Inventory to create an item, Edit to change it, and Adjust Stock to correct counts. A barcode scanner speeds up receiving and lookups.
app.claimory.io/inventory
Step 3
3
Create purchase orders and receive
Create a purchase order to a vendor, then use Receiving to log parts as they arrive. Stock movements are tracked in the history view, and low-stock alerts tell you when to reorder.
Step 4
4
Manage vendors
On the Vendors tab, add and edit the suppliers you order from, so purchase orders and parts trace back to a real vendor record.
app.claimory.io/inventory