Your Catalog
Every item you track lives here. Search it, sort it, filter it, edit it.
The Catalog tab is your full inventory list. Every item, every location, every quantity. This is where you add items, adjust counts, and use saved views to see your inventory the way you need to.
Item Fields
Each item in your catalog has two sections of information.
Catalog Info
These fields describe what the item is:
Name
What you call it (e.g., "Trimmer Line .095")
Yes
SKU
Your internal identifier
No
Category
Primary grouping (Equipment, Materials, Supplies)
No
Sub-Category
Secondary grouping (Blades & Cutting, Irrigation, Fuel & Lubricant)
No
Unit of Measure
How you count it (each, bag, box, roll, gallon)
Yes
Unit Value
What you pay per unit. Powers financial tracking across your inventory.
No
Preferred Vendor
Where you typically order this item
No
Assigned To
Person, crew, or job this item is currently assigned to
No
Why unit value matters: When your items have a cost, your inventory has a dollar value. Your finance team can see what you have on hand and what it's worth. And because the system tracks consumption over time, you can see what you're spending on materials month over month, not just what you're holding.
Stocking Info
These fields describe where the item is and how much you have:
Location
Where it's stored (Main Yard, Mike's Trailer, Shop)
Sub-Location
Specific spot within the location (Shelf D2, Bay 3, Bin A)
On Hand
Current quantity available
Reorder Point
When on-hand drops to this number, it's time to reorder
Reorder Quantity
How many to order when restocking
The Status column calculates automatically based on your on-hand quantity and reorder point:
In Stock
On hand is above the reorder point
Low Stock
On hand is at or below the reorder point but not zero
Out of Stock
On hand is zero
Adding Items
Click + Item in the top right corner. Fill in the catalog info and stocking info, then click Save.
A few tips:
Use the name search. When you type a name, the system searches your existing catalog. If the item already exists at another location, you can add a new stocking entry instead of creating a duplicate catalog entry.
Categories help later. They power the "By Category" saved view and make filtering easier as your catalog grows. Pick a simple set early (Equipment, Materials, Supplies) and stick with it.
Set reorder points from the start. Even a rough estimate is better than nothing. You can always adjust later. If you run through 20 bags of mulch a week, a reorder point of 10 gives you buffer.
Importing Items
Importing is the fastest way to get inventory into the system. Click the import icon (top right, next to + Item) to bulk-import from a CSV or spreadsheet.
Quick start: Download the import template to get a pre-formatted file with sample data showing exactly how to structure your items. Fill it in, drag it back, and you're live in minutes.
Upload a .csv, .xlsx, or .xls file with up to 1,000 rows. Only the Name column is required. Everything else is optional and will use sensible defaults.
The import maps your columns automatically:
Name
Item name (required)
SKU
SKU field
Category
Category
Sub-Category
Sub-category
Unit
Unit of measure
Location
Location (new locations created automatically)
Sub-Location
Sub-location
Quantity
On-hand count
Reorder Point
Reorder threshold
Reorder Qty
Reorder quantity
Unit Value
Unit value
Vendor
Preferred vendor
Assigned To
Person or crew the item is checked out to
Items are matched by SKU + Location. If a matching item already exists at the same location, its quantity updates rather than creating a duplicate. New locations referenced in your file are created automatically. Blank locations default to your first location.
Want to explore first? Click Load Sample Data on the Dashboard to fill your catalog with example items. You can load sample data even if you already have real items in the system. Sample items all have "SAMP" in their SKU, so when you're ready to clean up, search "SAMP" in the catalog, select all, and delete them in one shot.
Saved Views
Saved views are pre-configured ways to look at your catalog. Click the View button (top right) to switch between them.
All Items
Everything in one flat list. The default starting point.
By Category
See what you have organized by type. Good for planning purchases.
By Location
See what's at each yard, trailer, or shop. Find gaps fast.
Stock Alerts
Just the stuff that needs attention: low stock and out of stock.
Needs Reorder
Everything below its reorder point, ready for ordering.
Vendor Orders
Grouped by vendor so you can place one order per supplier.
Assignments
Who has what. See items by crew, job, or person.
Crew Inventory
What's on each trailer right now.
Asset Value
What your inventory is worth, by category.
Quick Count
Stripped-down view for doing a physical count in the field.
Views change how you see the data, not the data itself.
Working in the Catalog
Search. The search bar at the top searches by item name and SKU.
Edit inline. Click any on-hand quantity, reorder point, or reorder amount to edit it directly in the grid. Changes save immediately.
Edit an item. Click the pencil icon on any row to open the full edit panel.
Select multiple items. Use the checkboxes to select items, then open the action menu. From there you can:
Print Labels for the selected items
Export the selection to a spreadsheet
Reorder to create reorder cards grouped by vendor
Edit to update fields across all selected items at once (category, sub-category, on-hand, reorder point, reorder amount, unit of measure, unit value, preferred vendor, or assigned to)
Delete the selected items
Sort and filter. Click any column header to sort. Use the filter icon on any column for advanced filtering (contains, equals, greater than, etc.).
Group by anything. Drag a column header to the group bar above the grid to group your items by that field.
Related Pages
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