Items and categories
Your catalog with categories, units of measure and serial numbers where you need them.
Module · Inventory
Count it once.Know it everywhere.
Items, stock levels, purchase orders, builds and transfers in one live system, so crews load the right parts and nobody buys what is already on the shelf.
Live stock
Every warehouse and bin
Buy on time
POs, vendors, receiving
Every move logged
Receive, pull, transfer
Inside Inventory
Every item, every location, one system.
Inventory is where your stock stops being a guess. Instead of spreadsheets and shelf-checks, you track your catalog, levels, purchasing, and movement from one live system, every warehouse, truck, and bin accounted for.
Below, we walk through each section of the module, starting with the guided Setup, the one-time wizard everything else unlocks from.
Overview
One live command center for everything you hold.
Setup
Set up once, run everything.
Guided, resumable, and safe to re-run, walk from business type to team access in one pass, and every Inventory feature unlocks.
01
Business type
Pick how you operate
Distribution, light assembly, or manufacturing — the closest fit tailors which capabilities show (Buy / Make) and sets sensible defaults.
- Tailors Buy / Make capabilities
- Change it anytime in Settings
- Never changes permissions
02
Main location
Start with your main site
Pick the site you're setting up, then choose how you run it — design the full warehouse layout, or skip it and go flat for speed.
- Add sites as you grow
- Design the warehouse — or skip it
- Re-running only applies changes
03
Material categories
Organise the catalog
Group items into categories and sub-categories so browsing, placement, and reporting all line up from day one.
- One level of nesting supported
- Items can skip categories for now
- Placement & reporting line up
04
Inventory database
Build your item catalog
Import a spreadsheet, walk the shelves scanning barcodes, or key items in by hand — mix all three paths, now or later.
- CSV or Excel — no template required
- Scan to add, prefilled for you
- Quantities & category mapping next
05
Accounting & policies
Books that balance themselves
Every value-bearing movement posts a balanced voucher. The GL defaults work out of the box — override only if your chart demands it.
- GL account mapping with safe defaults
- Accounts auto-created on first posting
- Shrinkage & GRNI handled for you
06
Invite & assign
Grant writes per role
Inventory permissions default to read-only — flip on receive, dispatch, and adjust per role with the cheat sheet as your guide.
- Warehouse clerk & manager presets
- Grants match the permission tree
- Invite people from Company settings
07
Finish
Done — Inventory unlocks
Finish the one-time setup and everything opens up — items, stock, purchasing, builds, and transfers. Progress saves as you go.
- Guided, resumable, safe to re-run
- It only applies what you change
- Every Inventory feature unlocked
Scroll to explore
Inventory setup
Guided, resumable, and safe to re-run — it only applies what you change.
Photo backfill Exit
Business typeMain locationMaterial categoriesInventory databaseAccounting & policiesInvite & assignFinish
Set up your warehouse inventory before using the Inventory module. Everything else — items, stock, purchasing, transfers — unlocks as soon as you complete this one-time setup.
What does your company do?
Pick the closest fit — it tailors which capabilities show (Buy / Make) and sets sensible defaults. You can change it anytime in Inventory → Settings, and it never changes permissions.
Distribution
Buy, transfer and sell finished goods. No assembly or manufacturing.
Assembly
Distribution plus assembling kits/bundles from components (Build Orders).
Manufacturing
Assembly plus a spatial warehouse layout (zones/aisles/bins). Backflush assembly only.
Prefer to fine-tune manually? Skip this — your setup stays “Custom”. Save & continue applies the selected profile.
Back
SkipSave & continue
Inventory setup
Guided, resumable, and safe to re-run — it only applies what you change.
Photo backfill Exit
Business typeMain locationMaterial categoriesInventory databaseAccounting & policiesInvite & assignFinish
Set up your warehouse inventory before using the Inventory module. Everything else — items, stock, purchasing, transfers — unlocks as soon as you complete this one-time setup.
Your main location
Pick the site you're setting up, then choose how you run it. Re-running the wizard only applies what you change.
Site
Which location are you setting up?
Main Warehouse Default
MAIN · 0 locations
How do you run it?
Warehouse mode adds the layout, code and placement steps.
Design my warehouse
Draw your building, floors and storage in the full-screen designer — zones, numbered aisles, racking, generated location codes.
Skip warehouse design
One site with optional flat bins. The fastest path to accurate stock — you can always design the warehouse later.
Back
SkipSave & continue
Inventory setup
Guided, resumable, and safe to re-run — it only applies what you change.
Photo backfill Exit
Business typeMain locationMaterial categoriesInventory databaseAccounting & policiesInvite & assignFinish
Set up your warehouse inventory before using the Inventory module. Everything else — items, stock, purchasing, transfers — unlocks as soon as you complete this one-time setup.
Material categories
Organise the catalog into categories (and sub-categories) so browsing, placement and reporting all line up.
NEW CATEGORY
e.g. Fasteners
Top level
AddOne level of nesting is supported. Pick a parent to create a sub-category.
Fasteners2 sub-categories
Electrical3 sub-categories
Racking & MountsTop level
Back
SkipContinue
Inventory setup
Guided, resumable, and safe to re-run — it only applies what you change.
Photo backfill Exit
Business typeMain locationMaterial categoriesInventory databaseAccounting & policiesInvite & assignFinish
Set up your warehouse inventory before using the Inventory module. Everything else — items, stock, purchasing, transfers — unlocks as soon as you complete this one-time setup.
Catalog Quantities Map categories
Build your item catalog
Pick whichever path fits — you can mix all three, now or later.
Import a spreadsheet
CSV or Excel with column mapping — the fastest way in bulk.
Scan to add
Walk the shelves scanning barcodes; we prefill what we can.
Add manually
A quick keyboard-first form for a handful of items.
Upload a file Paste from a spreadsheet
Import items from a spreadsheet
CSV, TSV or Excel (.csv, .tsv, .xls, .xlsx). You'll map columns next — no template required.
Choose file Back
SkipContinue
Inventory setup
Guided, resumable, and safe to re-run — it only applies what you change.
Photo backfill Exit
Business typeMain locationMaterial categoriesInventory databaseAccounting & policiesInvite & assignFinish
Set up your warehouse inventory before using the Inventory module. Everything else — items, stock, purchasing, transfers — unlocks as soon as you complete this one-time setup.
Accounting & policies
Every value-bearing movement posts a balanced voucher. The defaults below work out of the box — override an account only if your chart demands it.
GL account mapping
Inventory asset
Debited on receipts and opening balances; credited on pulls.
Use default
1.4 · Inventory
Cost of goods sold
Debited at average cost when stock is pulled or dispatched.
Use default
5.1 · Cost of Goods Sold
Received not invoiced (GRNI)
Credited on blind receipts until the vendor bill arrives.
Use default
“Received Not Invoiced” — created automatically
Inventory shrinkage
Default expense for negative adjustments without a mapped reason code.
Use default
“Inventory Shrinkage” — created automatically
Opening balance equity
Offsets opening-balance postings.
Use default
“Opening Balance Equity” — created automatically
Back
SkipSave & continue
Inventory setup
Guided, resumable, and safe to re-run — it only applies what you change.
Photo backfill Exit
Business typeMain locationMaterial categoriesInventory databaseAccounting & policiesInvite & assignFinish
Set up your warehouse inventory before using the Inventory module. Everything else — items, stock, purchasing, transfers — unlocks as soon as you complete this one-time setup.
Invite your team
Inventory permissions default to read-only — writes (receive, dispatch, adjust) must be granted per role.
Users & roles live in Company settings
Invite people there, then flip on the grants from the cheat sheet below.
Manage users Manage roles
Role-grant cheat sheet
Every grant lives under Inventory in the role editor — the codes below match the permission tree one-to-one.
Warehouse clerk
Receives goods and hands stock out — scan-first screens.
inventory.items.viewinventory.stock.viewinventory.receiving.receiveinventory.dispatch.dispatch
Inventory manager
Owns the catalog, counts and corrections.
inventory.items.manageinventory.items.importinventory.stock.adjustinventory.stock.approveAdjustmentsinventory.locations.manage
Back
SkipContinue
Inventory setup
Guided, resumable, and safe to re-run — it only applies what you change.
Photo backfill Exit
Business typeMain locationMaterial categoriesInventory databaseAccounting & policiesInvite & assignFinish
Set up your warehouse inventory before using the Inventory module. Everything else — items, stock, purchasing, transfers — unlocks as soon as you complete this one-time setup.
You're all set
Inventory is ready — items, stock, purchasing, builds, and transfers are unlocked. Re-run this wizard anytime; it only applies what you change.
Business type · Distribution
Main Warehouse ready — flat bins
3 material categories
128 items imported
GL defaults applied
Roles granted from the cheat sheet
Your team can start receiving and pulling today
Back
SkipFinish
Business type01 / 07
Dashboard
Your whole inventory at a glance.
Stock value, low-stock alerts, open orders, and movement, one live command center for everything you hold.
Inventory Dashboard
Stock value, low stock alerts, approvals, receiving, custody, fill rate, turnover and the latest movements
Customize
Today7 Days30 DaysMonth Custom
Total Inventory Value
$0.00
Across all locations
Low Stock
0
At or below reorder point
Items Below Zero
0
Negative on-hand stock
Pending Approvals
0
Adjustments awaiting approval
To Receive
0
Open purchase order lines
Pending Acceptance
0
$38,420.00 at cost in custody
Open Counts
0
Cycle counts in progress
Fill Rate
0.0%
Dispatched complete, trailing 90 days
Turnover
0.0×
Times cycled, trailing 90 days
Dead Stock %
0.0%
Value with no recent movement
Shrinkage MTD
$0.00
Value written off this month
Recent Movements
CON-RMX-4000PSIreceipt+120Aug 7, 8:12 AM
LMB-STD-2X6-16pull-340Aug 7, 7:45 AM
STL-RBR-5-GR60transfer-out-80Aug 6, 4:20 PM
FST-WDG-ANC-58adjustment-24Aug 6, 2:05 PM
MSN-CMU-8X8X16receipt+600Aug 6, 10:30 AM
Customize Dashboard
Drag to reorder, toggle to show/hide · 12/12 visible
Total Inventory Value
On-hand quantity × average c…
Low Stock
Items at or below their reorde…
Items Below Zero
Items with negative on-hand …
Pending Approvals
Adjustments waiting for appr…
To Receive
Open purchase order lines a…
Pending Acceptance
Dispatches and transfers wait…
ResetCancelApply
Catalogs
The master records every other screen is built from.
Categories
Group your catalog the way you buy it.
A category tree that mirrors how your trade actually orders, lumber, fasteners, fixtures, so every item lands where crews expect to find it.
donefy.io · Inventory · Catalogs · Categories
Categories
How the item catalog is organized. One level of nesting is supported — add a sub-category from a category’s ⋯ menu.
New top-level category
e.g. Fasteners
Sub-categories are added from a category’s own ⋯ menu. One level of nesting is supported.
Aggregates4 items
Concrete8 items · 1 sub
›Ready-Mix · in Concrete5 items
Electrical7 items
Fasteners9 items · 1 sub
›Anchors · in Fasteners4 items
Formwork6 items · 2 sub
›Forms & Panels · in Formwork4 items
›Release Agents · in Formwork2 items
HVAC5 items
Items
Every part, product, and material, cataloged.
One clean item master with SKUs, units, costs, and photos, so everyone speaks the same language about stock.
donefy.io · Inventory · Items
Items
The item catalog — SKUs, barcodes, categories and scan-to-add.
Categories Scan to addNew item
CatalogUnlinked sellable
Search name or SKU…
All categories
All types Active Low stockScan a barcode, serial or SKU…
SKUNameCategoryTypeOn handAvg costValueStatus
CON-RMX-4000PSIReady-Mix Concrete 4000 PSIConcreteStock240 cy$168.00$40,320.00 Active
LMB-STD-2X6-16SPF Stud 2×6 · 16 ftLumberStock1,850 each$14.20$26,270.00 Active
STL-RBR-5-GR60Rebar #5 Grade 60 · 20 ftRebar & SteelStock620 each$19.40$12,028.00 Active
FST-WDG-ANC-58Wedge Anchor 5/8" × 6"FastenersStock4,200 each$2.35$9,870.00 Active
ELE-NMB-12-2-250Romex 12/2 NM-B · 250 ftElectricalStock96 roll$178.00$17,088.00 Active
MSN-CMU-8X8X16CMU Block 8×8×16MasonryStock2,400 each$2.85$6,840.00 Active
6 items · catalogShow 50 Page 1 of 1
Units
Every unit you buy, sell, and count in.
Each, box, pallet, linear foot, define your units once with their conversions, and quantities stay honest from the PO all the way to the shelf.
donefy.io · Inventory · Catalogs · Units
Units
The units of measure every item form offers. Keeping them in one list is what stops the same unit being typed three different ways.
New unit
Code — e.g. sqft
Name — e.g. Square foot
Count
The code is what gets stored on the item, so it cannot be changed later — use Replace to move items between units.
Count
boxBox1 item
eachEach· default34 items
packPack—
rollRoll4 items
Length
ftFoot6 items
inInch—
mMeter—
Not in the catalog (2)
lin ftTyped straight onto the item — no unit registered for it14 itemsReplaceKeep it
1Typed straight onto the item — no unit registered for it3 itemsReplaceKeep it
Vendors
Your suppliers, organized and rated.
Contacts, terms, price lists, and history per vendor, so reordering takes seconds, not phone tag.
donefy.io · Inventory · Vendors
Vendors
Who you buy from — terms, lead times and price lists
Search vendors…ActiveArchivedAll
Vendor Filter… Customize columns
VendorContactTermsLead TimeTolerancePriced ItemsStatus
Sierra Ready-Mix Co.orders@sierraready.example · (555) 014-2200Net 307d5%18 Active
Ironclad Rebar & Steelpurchasing@ironclad.example · (555) 771-0480Net 4510d3%24 Active
Northline Building Supplyorders@northline.example · (555) 402-1188Net 153d0%42 Active
Summit Fastenerssales@summitfast.example · (555) 630-9012Net 304d5%96 Active
Cascade Electrical Wholesaleorders@cascade-ew.example · (555) 245-3367Net 306d2%61 Active
0 of 5 row(s) selected.Show 50 Page 1 of 1
Customers
Who the stock is going out to.
The customers you deliver, install, and bill from stock, on the same records Sales and CRM already work from, never a second list to keep in sync.
donefy.io · Inventory · Catalogs · Customers
Customers
Customers registered
New Customer
Name Filter… Customize columns
#NameEmailPhoneStatus
1KCKaren Castillokaren@gmail.com+1 (832) 758-0182Active
2DFDenise Franciscodenise@gmail.com+1 (714) 719-0223New
3JSJuan Santosjuan.santos@gmail.com+1 (346) 548-2175Active
4IIIvan Ivañezivan@gmail.com+1 (469) 123-4567Active
5AGAli Garciaali.garcia@gmail.com+1 (832) 296-4146Active
6PHPat Hoypat.hoy@prodigy.net+1 (903) 822-3071Active
6 of 6 row(s)Show 50 · Page 1
Warehouses
Every site you hold stock in, and everything that moves through it.
Warehouses
Every place you hold stock, side by side.
Warehouses, yards, and service trucks as first-class sites, each with its own address, team, and on-hand value.
donefy.io · Inventory · Warehouses
Warehouses
Every warehouse (site) with its stock and inventory value
0
Warehouses
$0.00
Total inventory value
0
Total units
WarehouseTypeLocationProductsUnits on handValueStatus
Central WarehouseMAINDistribution centerSacramento, CA31218,940$1,084,530.40Active
Riverside DepotDEP-RIVDepotRiverside, CA1484,260$402,118.60Active
Yard A · AggregatesYARD-AOpen yardSacramento, CA246,180$186,420.75Active
Fabrication ShopFAB-01FabricationSacramento, CA921,540$118,760.85Active
Overflow LotLOT-OFOpen yardElk Grove, CA12890$21,280.00Active
Truck 12TRK-12Service truckMobile46310$18,940.25Active
Truck 18TRK-18Service truckMobile39268$15,210.00Active
Stock Levels
Know exactly what's on hand, everywhere.
Live quantities by warehouse, truck, and bin, with reorder points that flag shortages before they stall a job.
donefy.io · Inventory · Stock
Stock
On-hand by item and location, and the movement ledger behind it
Stock LevelsMovement LedgerExpiring Lots5
Search
Search by SKU or name…
Item
All items
Location
All locations
0
Items in view
0
Below zero
$0.00
Value in view
ItemLocationOn HandCommittedAvailableAvg CostValue
CON-RMX-4000PSIReady-Mix Concrete 4000 PSICentral Warehouse24040200$168.00$40,320.00
LMB-STD-2X6-16SPF Stud 2×6 · 16 ftCentral Warehouse1,8502601,590$14.20$26,270.00
STL-RBR-5-GR60Rebar #5 Grade 60 · 20 ftYard A620120500$19.40$12,028.00
FST-WDG-ANC-58Wedge Anchor 5/8" × 6"Yard A4,2003503,850$2.35$9,870.00
MSN-CMU-8X8X16CMU Block 8×8×16Truck 122,4001802,220$2.85$6,840.00
Counts
Cycle counts that keep the books honest.
Plan counts, scan or key in what's actually on the shelf, and reconcile variances in one guided flow.
donefy.io · Inventory · Counts
Counts
Freeze-free cycle counts — scan-loop counting, tolerance-gated recounts, approved variances post one adjustment
Sessions Count logNew count
AllOpenCountingIn reviewRecountApprovedCancelled
Number Filter… Customize columns
NumberStatusModeScopeEntriesStarted ByStarted
CNT-00027ApprovedBlindYard A · Rebar & Steel48M. EscobariAug 6, 7:10 AM
CNT-00026In reviewVisibleCentral Warehouse · Fasteners126R. AlvarezAug 5, 3:40 PM
CNT-00025RecountBlindYard A · Lumber64J. FieldsAug 5, 9:15 AM
CNT-00024CountingVisibleTruck 12 · all categories31R. AlvarezAug 4, 6:05 PM
CNT-00023OpenBlindCentral Warehouse · Concrete12M. EscobariAug 4, 8:00 AM
CNT-00022CountingBlindYard A · Masonry57J. FieldsAug 3, 2:20 PM
CNT-00021OpenVisibleTruck 12 · Fasteners22R. AlvarezAug 3, 7:45 AM
0 of 7 row(s) selected.Show 50 Page 1 of 1
Adjustments
Fix discrepancies without losing the trail.
Write stock up or down with a reason attached, every correction is logged, auditable, and reflected instantly.
donefy.io · Inventory · Adjustments
Adjustments
Correct on-hand stock with reason codes — drafts flow through submit, approval and posting
All adjustments Approval queue
AllDraftPending approvalPostedRejected
Number Filter… Customize columns
NumberStatusLinesAbs. ValueCreated By
ADJ-00041Posted3 · Cycle count variance · Yard A$1,284.00M. Escobari
ADJ-00040Pending approval2 · Water damage · Central Warehouse$2,940.00R. Alvarez
ADJ-00039Draft1 · Short delivery · Truck 12$168.00J. Fields
ADJ-00038Posted5 · Scrap after pour · Yard A$612.50M. Escobari
ADJ-00037Rejected2 · Duplicate of ADJ-00035$845.00R. Alvarez
0 of 5 row(s) selected.Show 50 Page 1 of 1
Purchase Orders
Buy what you need, right on time.
Raise POs from low-stock alerts, track what's ordered and what's landed, and keep spending visible.
donefy.io · Inventory · Purchase Orders
Purchase Orders
Order from vendors, receive against expectations and clear GRNI into bills
Purchase orders GRNI workbench
AllDraftApprovedSentPartialReceivedClosedCancelledAll vendors
Number Filter… Customize columns
NumberVendorStatusReceivedLinesOrderedExpectedSubtotal
PO-01048Sierra Ready-Mix Co.Sent0 / 33Aug 6Aug 12$23,520.00
PO-01047Ironclad Rebar & SteelPartial2 / 44Aug 5Aug 11$41,860.00
PO-01046Northline Building SupplyReceived5 / 55Aug 3Aug 8$18,940.00
PO-01045Summit FastenersApproved0 / 22Aug 3Aug 14$6,410.00
PO-01044Cascade Electrical WholesaleSent0 / 33Aug 2Aug 13$12,275.00
PO-01043Sierra Ready-Mix Co.Partial4 / 66Jul 29Aug 9$31,180.00
PO-01042Summit FastenersDraft0 / 11Jul 28—$980.00
0 of 7 row(s) selected.Show 50 Page 1 of 1
Reports
The numbers behind the stock, cut every way you need.
Stock & Valuation
What you hold, and what it is worth.
On-hand, average cost, and total value by item, category, and site, the report accounting signs off on.
donefy.io · Inventory · Reports
InventoryReports
All reports
Stock & Valuation
On-hand levels, inventory valuation, stock aging, lot expiry and GL reconciliation.
Stock on handCurrent on-hand / committed / available by item and location.
ValuationCompany-wide stock value at avgCost × onHand — the subledger figure GL recon ties to.
GL reconciliationInventory subledger vs the general-ledger inventory account, with unposted-doc drill-downs.
Stock agingOn-hand aged into buckets by days since last movement, scoped to the locations you filter.
Lot expiryExpiry-dated lots with current on-hand and days to expiry, plus a missing-expiry exception view.
Location matrixStock spread by item and site, flagging rows where one site is short while another holds surplus.
Available to promiseCompany-level available-to-promise per item: on-hand, committed and available.
Saved views
No saved views yetFilter a report, then choose Export → Save current view to pin it here.
Movement
Every in, out, and between, accounted for.
The ledger behind your levels: receipts, pulls, transfers, and adjustments over any window you choose.
donefy.io · Inventory · Reports
InventoryReports
All reports
Movement
Movement ledger, stock adjustments, in-transit transfers, custody and lot/serial trace.
Movement ledgerPer-item movement ledger with a running balance.
AdjustmentsStock adjustment history by reason code; rollup collapses to one row per reason with qty, value impact and share of total.
In-transitTransfer legs still in transit between sites. The Sites filter matches transfers touching a selected site on either leg.
CustodyDispatches and transfers pending acceptance, aged — transfers by destination site, dispatches by the source location of their lines.
Lot / serial traceForward and backward genealogy for a lot or serial. Never location-filtered — a partial genealogy would mislead in a recall.
Movement summaryPeriod roll-up per item: opening balance before the window, in / out during it, and closing = opening + in − out. Trailing 30 days.
ConsumptionDemand by item over the trailing window: quantity pulled and consumed in builds, average per day and last consumption date.
Serial lifecycleOne row per serialized unit: status, current location, receipt, dispatch and current custodian.
Saved views
No saved views yetFilter a report, then choose Export → Save current view to pin it here.
Purchasing
Where the money goes, vendor by vendor.
Spend, lead times, fill rates, and price drift per supplier, so renegotiating is a conversation about facts.
donefy.io · Inventory · Reports
InventoryReports
All reports
Purchasing
Low stock and reorder needs, open purchase orders and run-out forecasts.
Low stockItems at or below reorder point with a suggested order qty. Rows are per site — a location filter keeps the sites owning the selected locations.
Open purchase ordersOpen purchase-order lines with outstanding qty. PO lines carry no destination location, so this report has no location dimension.
Run-out forecastProjected stock-out dates from consumption velocity. Available stock and demand are measured within the selected locations; incoming PO supply stays company-wide.
Planning cockpitReplenishment by item and site: on-hand / committed / available vs reorder point, reorder qty and max level, with open-PO supply. Flags reorder and overstock.
Supplier performanceVendor rollup over placed POs: on-time %, average lead days (order date → first receipt), fill % on closed lines, and open lines.
Saved views
No saved views yetFilter a report, then choose Export → Save current view to pin it here.
Sales & Margin
What actually made you money.
Cost of goods against revenue by item and job, so margin is measured on real consumption, not estimates.
donefy.io · Inventory · Reports
InventoryReports
All reports
Sales & Margin
Revenue, COGS and gross margin by product across the sell side.
COGS & marginRevenue, COGS and margin by product over the period. The location filter applies to the COGS side only (dispatch location) — revenue carries no location.
Sales velocityUnits sold, revenue, units/day and days of cover vs current on-hand per item over the window. Company-level: order revenue carries no location.
Sell-throughSold / (opening + received) per item over the window. Opening is a ledger replay before the window; sold is order-linked dispatch pulls.
GMROIGross margin dollars vs the current inventory value (avgCost × on-hand) per item over the window, with turns. The whole report is cost analytics.
Open demandCustomer-side backorder: active reservation lines with outstanding qty, availability now and age. Reservations are site-agnostic.
Order agingOpen orders bucketed 0-24h / 24-48h / 48h+ since placement, with open lines and units from the order's active reservation.
Saved views
No saved views yetFilter a report, then choose Export → Save current view to pin it here.
Warehouse Ops
How the floor is really performing.
Pick rates, dock throughput, put-away times, and count accuracy, the operational side of the same data.
donefy.io · Inventory · Reports
InventoryReports
All reports
Warehouse Ops
Cycle-count variance and day-to-day warehouse operations.
Count varianceCycle-count variance history (counted vs system). Filterable by the variance location (bin/zone drill).
Customer returnsCustomer-return receipt lines: date, RMA receipt number, item, qty, reason, disposition and restocked qty, with the return rate vs order-linked dispatched units in the window.
Pick queueOpen reservation lines ready to pick: outstanding qty, home bin(s) (primary first), availability and order ref. Location filter matches home bins — unslotted items appear only when unfiltered.
Saved views
No saved views yetFilter a report, then choose Export → Save current view to pin it here.
Manufacturing
What each build really cost you.
Component consumption, scrap, and rolled-up build costs, the true cost of everything you assemble.
donefy.io · Inventory · Reports
InventoryReports
All reports
Manufacturing
BOMs, build orders and production output.
Build ordersWork-order status board: every build with completion %, age since creation and rolled cost. Aging lens built in via the minimum-age filter.
Production yieldPer product over the period: MO count, planned vs completed, yield %, total rolled cost and cost per unit. Date range uses the build's last update.
Component shortageComponents short for open builds: frozen-BOM requirements over the remaining build qty vs available stock, with affected builds and the next open-PO receipt date.
BOM cost rollupMulti-level explosion of an item's active BOM: level-indented components with cumulative quantities, unit cost, extended and rolled cost. Turn costs off for a plain explosion.
Where usedReverse BOM lookup for a component: every BOM containing it — parent item, BOM version and status, qty per pass — optionally walking parent assemblies transitively.
Backflush variancePer completed build and component: expected consumption (frozen BOM × output) vs actual, variance qty and value at the booked consumption cost.
Build profitabilityPer completed build: total rolled cost, cost per unit and the component vs labor/overhead split.
Saved views
No saved views yetFilter a report, then choose Export → Save current view to pin it here.
Analytics
The trends underneath the numbers.
Turnover, dead stock, seasonality, and demand signals, what your inventory is about to do, not just what it did.
donefy.io · Inventory · Reports
InventoryReports
All reports
Analytics
Dead stock, turnover, ABC classification and KPI dashboards.
Dead stockOn-hand items with no consumption in the window. When locations are selected, demand is measured as consumption leaving those locations only.
Turnover & days on handInventory turnover and days-on-hand by item over the window. Stock and demand are both measured within the selected locations.
ABC classificationPareto ABC classification by consumption value. The stamped class stays the company-wide verdict even when locations are selected.
Days of supplyCover per item: available stock ÷ average daily demand. Optional min/max day bands flag under- and over-cover.
StockoutsItems with zero or negative available stock now, plus stockout history from the movement ledger: events, days out and estimated lost units and revenue.
KPI dashboardExecutive inventory KPIs — stock value, turns, aging, dead stock, shrinkage, open supply and demand. Each tile drills into its backing report.
Saved views
No saved views yetFilter a report, then choose Export → Save current view to pin it here.
Setup
Locations, layout, and the rules you run on.
Locations
Warehouses, trucks, and bins, mapped.
Model every place stock can live, from the main warehouse down to a single shelf or service van.
donefy.io · Inventory · Locations
Locations
Where stock lives — sites, zones, aisles, bays and bins
Design floor plan Export CSV Import CSV Generator
Central WarehouseCW3 locations under this site
BrowserMap
Search name or code…Collapse allExpand allAdd location
Central WarehouseCWSite
ReceivingCW-RCVZone
Bulk StorageCW-BULKZone
Yard A · AggregatesCW-YARD-AZone
System locationsVirtual counterparties used by movements — managed automatically.CustomerIn-TransitInventory-LossScrapVendor
Warehouse Designer
Draw your warehouse, then run it.
Lay out zones, aisles, and bins visually, put-away and picking follow the map you designed.
donefy.io · Inventory · Warehouse Designer
Warehouse & store designer
Draw departments, numbered aisles, racking, docks and equipment — it compiles straight to location codes.
85%Fit PNGReady
Storage. Place your storage: racks, shelving and gondolas along numbered aisles. Addressing turns each run into a range of pickable bins.
Next: CategoriesAssistant
ShapeLevelsSpaces4Storage5Categories6ReviewSearch symbols…Aisles & racking
Numbered aislePallet rackShelvingGondolaFlow rackCantilever
-75-50-250255075100125150
0255075
STAGING
Conference Room
DROP-OFF
STAGING
RECEIVING
A
RECEIVING
Elevator
Cart corral
First aid
Overhead crane · 5×5 ft
Dock door · 10 ft
Workstation · 10×5 ft
Forklift · 10×10 ft
Pallet jack · 5×5 ft
Storefront · 6 lanes
Inspector
F3Floor 2F2Floor 1GGround floor↳M1Mezzanine 1↳M2Mezzanine 2 Copy Mezzanine Basement Floor
Emitted codes12 named · 144 binsPreview diffGenerate locations
Settings
Tune Inventory to how you operate.
Units, costing methods, thresholds, and permissions, configure the rules once and the module enforces them.
donefy.io · Inventory · Settings
Inventory Settings
Workspace-wide rules for how stock is valued, moved and posted. Each card saves on its own.
FoundationBusiness model, valuation basis and the order lots get consumed in.
Business typeCustom
Presets the capabilities and defaults for how this workspace uses inventory. Changing it rewrites a few settings; it never grants permissions — use the checklist to set roles.
DistributionBuy, transfer and sell finished goods. No assembly or manufacturing. Hides the Make menu Spatial warehouse layout off Drop-ship offApply
AssemblyDistribution plus assembling kits/bundles from components (Build Orders). Shows the Make menu Spatial warehouse layout offApply
ManufacturingAssembly plus a spatial warehouse layout (zones/aisles/bins). Shows the Make menu Turns on spatial warehouse layoutApply
Costing method
The costing basis seeded onto NEW items. Existing items keep their own basis; each item can be switched on its detail page until its first stock movement freezes it.
Default for new items
Average · Moving weighted average
Average is a moving weighted average; FIFO values issues from the oldest layer first.
Save costing methodLots & FEFO
Lot-tracked items are always suggested first-expired-first-out. Expiring lots also ride the low-stock digest.
Enforce FEFOOff (recommended): picking a later-expiring lot shows a warning. On: non-FEFO lot picks are blocked.
Save FEFO policyStock controlRules enforced when stock is issued, adjusted, counted or handed over.
Stock policies
Valuation is moving weighted average. These policies govern issuing, adjustments and item numbering.
Negative stock
Block (recommended)Refuse any issue or adjustment that would take on-hand below zero.WarnAllow going below zero (issued at current average cost) and flag it on reports.
Adjustment approval threshold ($)500SKU prefixSKU
Force scanning
ReceivingRequire a barcode scan for every received line (no manual pick).Pulls & dispatchesRequire a barcode scan for every issued line.
Acceptance policy
How internal receivers prove they took custody of dispatched stock. External receivers always sign on glass — that ceremony is not configurable.
Default method for internal receivers
Tap to accept (default)The receiver confirms from their own logged-in session.Personal PINThe receiver keys their 4–6 digit PIN on the dispatcher's device.One-time codeA 6-digit code is emailed/pushed to the receiver and expires in 10 minutes.
Method floors by dispatch value
Above these values a stronger method is required, whatever the default. Leave a field empty to never require that method.
Require PIN above ($)NeverRequire code above ($)NeverRequire photo above ($)Never
Escalate after (hours)24Inside Inventory
From purchase order to the last bin.
Inventory covers the full path of a part: ordered from a vendor, received, stored, moved, counted and used on a job.
Warehouses and locations
Multiple warehouses with locations inside each, laid out in the warehouse designer.
Purchase orders
Order from vendors, then receive against the PO so stock updates when parts arrive.
Transfers and adjustments
Move stock between locations and record every adjustment with a reason on file.
Cycle counts
Count a warehouse, compare to the system and post the differences as adjustments.
Bills of materials and builds
Define what goes into an assembly, then run builds that consume parts and add finished goods.
Why teams switch
Stock that keeps up with the work.
Stop guessing what is on the truck and what is on order.
Jobs never stall
Crews show up with exactly the right parts in hand.
Less cash tied up
Stock smarter, not heavier, and protect your cash flow.
Tied to your jobs
Materials linked to the projects that actually use them.
Questions
What teams ask first.
Yes. Create as many warehouses as you need, with locations inside each, and see stock levels per location or in total.
Run a count on a warehouse, compare it with the system quantity and post the differences as adjustments, each one recorded.
Yes. Set up a bill of materials for an assembly, then run a build to use up the components and add the finished item to stock.
Yes. The donefy app for iOS and Android opens the same items, stock levels and transfers as the web.
Know what you have. Always.
Put your stock on one live system and connect it to the jobs that use it.