Looped Inventory
Items, stock on hand, purchase orders, stock takes, prices and stock reports
Looped Inventory keeps track of what you buy and sell: how many you have, what they cost and what you charge for them. Open it at app.looped.sh/inventory.
Inventory works with the other apps rather than on its own:
- Invoices picks items on quotes, sales orders, invoices and credit notes. Invoicing an item takes it off the shelf, and an open sales order reserves it.
- Financials holds your suppliers. Approving a supplier invoice with items on it brings the stock in, and stock movements post to the books at average cost.
What's in it
| Group | Pages | What they're for |
|---|---|---|
| Stock | Dashboard, Items, Purchase orders, Stock takes (with Adjust stock) | Day-to-day stock: what to reorder, what's on its way, counting the shelf and writing stock off or on |
| Reporting | Reports, Client price lists | Stock, purchasing and sales reports, and printable price lists for clients |
| Settings | Price levels, Opening stock, Audit trail | Price tiers such as Trade or Retail, the stock you start with, and who changed what |
The Dashboard is built around what to do today: Reorder now, Deliveries due, Negative or uncosted stock, stock health, stock value by category, and sales and purchases by month. Inventory follows the financial year chosen in the header. Every page is also in the ⌘K palette.
Who can use it
Owners can do everything. Everyone else needs an Inventory role, which you give on the People page in Manage. See Roles & permissions.
| Role | What they can do in Inventory |
|---|---|
| Inventory Admin | Everything in Inventory, costs and settings included |
| Stock Controller | Items, costs, stock takes and adjustments; no Inventory settings |
| Stock Counter | Sees items and counts stock; no costs, and posts nothing |
Where to start
- Add your items, or have them brought across from your old system.
- Enter your opening stock.
- Order from suppliers and receive what arrives.
- Set price levels and send client price lists.
- Count the shelf and read the reports.
Are you an AI? Visit llms.txt — these docs as plain markdown.