Inventory

Track assets and inventory with categories, quantities, and activity history.

Open Inventory#

1. Click Business in the sidebar
2. Click Inventory

Two Modes#

The inventory page has two management modes:

• Categories — Manage asset/inventory categories
• Assets — Manage individual inventory items

Categories#

Create a Category#

1. Switch to Categories mode
2. Click Add Category
3. Fill in:
   • Name (e.g., "Cash", "Crypto", "Equipment")
   • Value Type — Currency or Quantity
   • Description
4. Click Save

Categories named "cash" or "crypto" automatically default to currency mode.

Value Types#

| Type | Use For | Tracking | |------|---------|----------| | Currency | Cash, bank accounts, crypto | Monetary value | | Quantity | Equipment, supplies, stock | Unit count |

Assets#

View Inventory Items#

Each inventory row tracks:

| Field | Description | |-------|-------------| | Item Name | Name of the asset or item | | Holding Amount | Current quantity/value held | | Incoming Amount | Added during the period | | Outgoing Amount | Removed during the period | | Book Amount | Book/accounting value | | Book Currency | Currency for book value | | Transaction Count | Number of transactions | | Last Activity | Date of last change |

Add an Inventory Item#

1. Switch to Assets mode
2. Click Add Item
3. The Inventory Manager Modal opens
4. Select a category, enter amounts and details
5. Click Save

Edit and Delete#

• Edit — Click an item to modify its values
• Delete — Remove an item with confirmation

Project Selector#

Switch between projects to view project-specific inventory using the project selector in the top bar.

Permissions#

Inventory access depends on your role:

• create — Add categories and items
• read — View inventory
• update — Edit items and categories
• delete — Remove entries

See Roles & Permissions for details.