Inventory and Purchasing
Item setup, inventory controls, BOMs, purchase order pipeline, receiving, and cost intelligence
Flow
Item Setup
Use the item creation wizard and Item Manager. They support item groups, variants, warehouse setup, payment gateway routing, category/type selection, BOM templates, cost data, image uploads, and configuration warnings.
Inventory Controls
Provider-owned inventory is mirrored from 3PL providers. Internal inventory review should use Inventory Analytics and transaction reports with structured reason, details, warehouse, reference, and movement history.
BOMs and Cost & COGS Reporting
BOMs define what a finished item consumes. Cost and COGS reports use BOM coverage, component costs, cost buckets, COGS, margin, and variance data to identify profitability and setup issues.
Purchase Orders
Use Purchase Order Pipeline for PO and CMPO creation, phase movement, status review, and receiving. Purchase Order Receiving writes receipt detail and supports reporting on open supply, overdue supply, receiving completion, and vendor attention.
Sales Dependency
Sales users depend on accurate stock lookup, item payment gateway routing, and item setup completeness. Inventory or item setup gaps can block quote, payment, fulfillment, and margin reporting.
Replenishment Loop
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Fulfillment Runtime Lifecycle
End-to-end 3PL lifecycle from sales order eligibility through runtime requests, provider sync, fulfillment operations, inventory mirror, tracking, and recovery
Item, BOM, and Cost Lifecycle
Operational lifecycle for item creation, variants, BOMs, bundles, purchase readiness, inventory, cost intelligence, and GL automation