The item detail panel groups everything you need to know about a single item — its inventory unit, its category, on-hand stock per location, and a full history of every change. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
The compasses live inside the item detail panel and the location rows it expands. Open any item from Inventory > All Items to see them.
The tour
1. Go to the Inventory page
The item detail panel opens from the Inventory page when you click any item card. The compasses for this tour live inside that panel.
2. Inventory Unit
The Inventory Unit field selects the unit used to display and count stock. Every variant (case, each, etc.) still converts back to the family's original base unit for stock tracking.
3. Category
Categories group items in lists, KPIs, and reports. You can pick an existing category or create one inline.
4. Inventory by Location
On-hand stock per location, with rows that expand for adjusting or restocking.
5. Restock Point (per location)
Once you expand a location row, the per-location restock point sets the minimum on-hand level before the item is flagged for reorder at that location.
6. Restock or Adjust
Inside the same expanded row, choose Restock to add new stock (creates a receipt) or Adjust to correct an existing count without affecting purchase history.
7. Inventory History
Open Inventory Logs to see the item's movements and counts. On the full item detail page, the Inventory Logs tab also shows Inventory over time above the table, charting the same displayed page of up to 50 entries in the preferred inventory unit. Click a point or drag across transactions, then choose Investigate with Beacon to ask about that selection.
On that page, filter by location to narrow the count, drag the chart’s bottom border to adjust its height, or hover over a point for its details. A small count label stays above the rightmost plotted point. Hover over a point to show its date, transaction Type and quantity, and on-hand count with colored dots; moving away hides the tooltip. Filtered historical counts may differ from today’s inventory. See Inventory History for chart filters and refresh options.
Tips
- Changing the displayed inventory unit from pounds to ounces adds a Conversion variant or selects a matching family unit and keeps existing records in their original units. A 1:1 label change only renames the unit.
- Categories are shared across the entity — adding a new one here makes it available everywhere.
- Use Adjust for corrections (e.g. "I miscounted yesterday"); use Restock when stock physically arrived without a PO.