Products, assets and vendors

Keep track of what you sell, what you hold and who supplies it.

The inventory screen brings stock quantities, reorder levels, supplier information and warranties together.

Your catalogue gives staff a consistent starting point when they prepare an estimate or invoice. Product and service records hold the descriptions and pricing information they can reuse, rather than asking each person to write their own version.

Assets adds the information needed to manage equipment and stock. You can track interchangeable items by quantity or identify individual units by serial number. Costs, selling prices, reorder levels, warranties and locations help staff answer everyday questions about what is available and where it belongs.

Connect equipment records to the customer's work

A technician handling a ticket can check the equipment involved and its warranty details. A manager can review low stock before the next installation. Vendor records give purchasing and delivery staff a shared place to find supplier contacts and related work.

The Accounting module can use supported product purchases and inventory settings when recording stock and costs. Employee equipment assignment is also available through HR, helping the team follow up on items that need to be returned during offboarding.

For technical environments, additional network fields and a NetBox export are available. The export needs to be checked against your NetBox setup; a working two-way connection was not verified for this guide.

Read more: Products and services · Assets and stock · Vendors