Every item, every location,
counted and current.
Items, stock levels, purchasing, builds, and movement —
your whole inventory, live in one system.
Live stock, everywhere
Buy on time
Every move tracked
Inside Inventory
Every item, every location, one system.
Inventory is where your stock stops being a guess. Instead of spreadsheets and shelf-checks, you track your catalog, levels, purchasing, and movement from one live system — every warehouse, truck, and bin accounted for.
Below, we walk through each section of the module — starting with the guided Setup, the one-time wizard everything else unlocks from.
One live command center for everything you hold.
Dashboard
Your whole inventory at a glance.
Stock value, low-stock alerts, open orders, and movement — one live command center for everything you hold.
Inventory Dashboard
Stock value, low stock alerts, approvals, receiving, custody, fill rate, turnover and the latest movements
Total Inventory Value
$0.00
Across all locations
Low Stock
0
At or below reorder point
Items Below Zero
0
Negative on-hand stock
Pending Approvals
0
Adjustments awaiting approval
To Receive
0
Open purchase order lines
Pending Acceptance
0
$38,420.00 at cost in custody
Open Counts
0
Cycle counts in progress
Fill Rate
0.0%
Dispatched complete, trailing 90 days
Turnover
0.0×
Times cycled, trailing 90 days
Dead Stock %
0.0%
Value with no recent movement
Shrinkage MTD
$0.00
Value written off this month
Recent Movements
The master records every other screen is built from.
Categories
Group your catalog the way you buy it.
A category tree that mirrors how your trade actually orders — lumber, fasteners, fixtures — so every item lands where crews expect to find it.
Categories
How the item catalog is organized. One level of nesting is supported — add a sub-category from a category’s ⋯ menu.
New top-level category
e.g. Fasteners
Sub-categories are added from a category’s own ⋯ menu. One level of nesting is supported.
Items
Every part, product, and material — cataloged.
One clean item master with SKUs, units, costs, and photos, so everyone speaks the same language about stock.
Items
The item catalog — SKUs, barcodes, categories and scan-to-add.
Units
Every unit you buy, sell, and count in.
Each, box, pallet, linear foot — define your units once with their conversions, and quantities stay honest from the PO all the way to the shelf.
Units
The units of measure every item form offers. Keeping them in one list is what stops the same unit being typed three different ways.
New unit
Code — e.g. sqft
Name — e.g. Square foot
The code is what gets stored on the item, so it cannot be changed later — use Replace to move items between units.
Vendors
Your suppliers, organized and rated.
Contacts, terms, price lists, and history per vendor — so reordering takes seconds, not phone tag.
Vendors
Who you buy from — terms, lead times and price lists
Customers
Who the stock is going out to.
The customers you deliver, install, and bill from stock — on the same records Sales and CRM already work from, never a second list to keep in sync.
Customers
Customers registered
Every site you hold stock in — and everything that moves through it.
Warehouses
Every place you hold stock, side by side.
Warehouses, yards, and service trucks as first-class sites — each with its own address, team, and on-hand value.
Warehouses
Every warehouse (site) with its stock and inventory value
0
Warehouses
$0.00
Total inventory value
0
Total units
Stock Levels
Know exactly what's on hand, everywhere.
Live quantities by warehouse, truck, and bin — with reorder points that flag shortages before they stall a job.
Stock
On-hand by item and location, and the movement ledger behind it
Search
Item
Location
0
Items in view
0
Below zero
$0.00
Value in view
Counts
Cycle counts that keep the books honest.
Plan counts, scan or key in what's actually on the shelf, and reconcile variances in one guided flow.
Counts
Freeze-free cycle counts — scan-loop counting, tolerance-gated recounts, approved variances post one adjustment
Adjustments
Fix discrepancies without losing the trail.
Write stock up or down with a reason attached — every correction is logged, auditable, and reflected instantly.
Adjustments
Correct on-hand stock with reason codes — drafts flow through submit, approval and posting
Purchase Orders
Buy what you need, right on time.
Raise POs from low-stock alerts, track what's ordered and what's landed, and keep spending visible.
Purchase Orders
Order from vendors, receive against expectations and clear GRNI into bills
The numbers behind the stock, cut every way you need.
Stock & Valuation
What you hold, and what it is worth.
On-hand, average cost, and total value by item, category, and site — the report accounting signs off on.
Stock & Valuation
On-hand levels, inventory valuation, stock aging, lot expiry and GL reconciliation.
Saved views
Movement
Every in, out, and between — accounted for.
The ledger behind your levels: receipts, pulls, transfers, and adjustments over any window you choose.
Movement
Movement ledger, stock adjustments, in-transit transfers, custody and lot/serial trace.
Saved views
Purchasing
Where the money goes, vendor by vendor.
Spend, lead times, fill rates, and price drift per supplier — so renegotiating is a conversation about facts.
Purchasing
Low stock and reorder needs, open purchase orders and run-out forecasts.
Saved views
Sales & Margin
What actually made you money.
Cost of goods against revenue by item and job, so margin is measured on real consumption — not estimates.
Sales & Margin
Revenue, COGS and gross margin by product across the sell side.
Saved views
Warehouse Ops
How the floor is really performing.
Pick rates, dock throughput, put-away times, and count accuracy — the operational side of the same data.
Warehouse Ops
Cycle-count variance and day-to-day warehouse operations.
Saved views
Manufacturing
What each build really cost you.
Component consumption, scrap, and rolled-up build costs — the true cost of everything you assemble.
Manufacturing
BOMs, build orders and production output.
Saved views
Analytics
The trends underneath the numbers.
Turnover, dead stock, seasonality, and demand signals — what your inventory is about to do, not just what it did.
Analytics
Dead stock, turnover, ABC classification and KPI dashboards.
Saved views
Locations, layout, and the rules you run on.
Locations
Warehouses, trucks, and bins — mapped.
Model every place stock can live, from the main warehouse down to a single shelf or service van.
Locations
Where stock lives — sites, zones, aisles, bays and bins
Warehouse Designer
Draw your warehouse, then run it.
Lay out zones, aisles, and bins visually — put-away and picking follow the map you designed.
Warehouse & store designer
Draw departments, numbered aisles, racking, docks and equipment — it compiles straight to location codes.
Storage. Place your storage: racks, shelving and gondolas along numbered aisles. Addressing turns each run into a range of pickable bins.
Next: CategoriesSettings
Tune Inventory to how you operate.
Units, costing methods, thresholds, and permissions — configure the rules once and the module enforces them.
Inventory Settings
Workspace-wide rules for how stock is valued, moved and posted. Each card saves on its own.
Presets the capabilities and defaults for how this workspace uses inventory. Changing it rewrites a few settings; it never grants permissions — use the checklist to set roles.
The costing basis seeded onto NEW items. Existing items keep their own basis; each item can be switched on its detail page until its first stock movement freezes it.
Default for new items
Average is a moving weighted average; FIFO values issues from the oldest layer first.
Save costing methodLot-tracked items are always suggested first-expired-first-out. Expiring lots also ride the low-stock digest.
Stock policies
Valuation is moving weighted average. These policies govern issuing, adjustments and item numbering.
Negative stock
Force scanning
Acceptance policy
How internal receivers prove they took custody of dispatched stock. External receivers always sign on glass — that ceremony is not configurable.
Default method for internal receivers
Method floors by dispatch value
Above these values a stronger method is required, whatever the default. Leave a field empty to never require that method.
Benefits
Three reasons stock just
works with donefy.
Jobs never stall. Less cash tied up. Tied to your jobs.
Jobs never stall
Crews show up with exactly the right parts in hand.
Less cash tied up
Stock smarter, not heavier, and protect your cash flow.
Tied to your jobs
Materials linked to the projects that actually use them.
No credit card required.
Know what you have. Always.
Put your stock on one live system today — free to start.
Live stock, everywhere
Buy on time
Every move tracked