Use Cases

Inventory keeps stock counts honest as things move in and out. Here's how two very different roles put it to work.

IT stockroom manager at a mid-size company

You keep spare laptops, chargers, and cables on hand for the whole company, and running out mid-onboarding is not an option.

1. Add every spare and consumable as Items, so you know exactly what you're holding and its reorder point.
2. Organize them with Categories — laptops, peripherals, cables — so a tech can find the right shelf fast.
3. Log every issue and restock as Transactions, so counts stay accurate instead of drifting after each hand-off.
4. Split stock across Locations for each office storeroom, so a low count in one building doesn't hide surplus in another.

Tip: Record the transaction the moment you pull a part, not later — same-day accuracy is what makes reorder points trustworthy.

Lab operations coordinator at a research university

You manage reagents and shared equipment across several labs, where a missing consumable can stall an experiment for days.

1. Track each reagent and instrument as Items, with quantities and any expiry or safety notes.
2. Group them into Categories so researchers can quickly see what's stocked without opening every shelf.
3. Record each check-out and replenishment as Transactions, giving you a running history of what's been consumed and when to reorder.

Tip: Set reorder points on the consumables that block work, so Inventory flags a low count before a bench actually runs dry.