Operations & inventory

Operations features cover inventory, warehouses, purchasing, and fulfillment patterns that tie sales and manufacturing to what you physically hold or consume.

Typical capabilities

• Items, warehouses, and stock movements (receipts, deliveries, adjustments).
• Purchase flows from request through receipt, depending on configuration.
• Links to manufacturing or projects where your product edition includes them.

Getting started

1. Set up item masters and units of measure before high-volume transactions.
2. Run a pilot cycle (receive → pick → ship) with a small SKU set.
3. Use reports and My AI for exception lists (e.g. low stock) once data is trustworthy.

Related

• Sales & CRM — Order fulfillment alignment.
• Finance & accounting — Valuation and COGS depend on stock settings.
• API overview — Integrations for WMS or 3PL partners.