serafex

Platform · Space 19 of 20

Inventory : know what you have, and what to order

In development

Inventory will track your stock in the same place as your projects, your finances and your team. The goal: always know what you have on hand, see what is running low before it runs out and order at the right time, without a separate stock sheet nobody keeps up to date.

01 · In development

What this space will be for

A product out of stock, a duplicate order, a count that doesn’t add up: poorly tracked stock costs money without anyone noticing. Inventory aims to bring that tracking closer to the rest of your operations.

  1. A clear view of your stock

    Know what you have on hand, without digging through several files.

  2. Order at the right time

    Spot what is running low before it runs out.

  3. Close to your operations

    Keep stock close to your projects and finances, already in the Workspace.

02 · Meanwhile

What the Workspace already does

Meanwhile, a spreadsheet created in the Company space of Documents can serve as a stock sheet, with its version history. A recurring Calendar event reminds you to count, and a Pipeline task follows each supplier order.

04 · Next step

Let’s talk about your stock

Inventory is in development. Tell us how you track your stock today; an advisor shows you what Documents, the Calendar and the Pipeline already do meanwhile.

Opens the “Prepare a discovery call” form · no commitment