7 steps

Inventory, Linen & Supplies

Track your housekeeping stock, linen, and consumable supplies, see what is running low, and record stock movements as items come in and get used.

Open the Inventory Workspace

From the left sidebar, open Inventory. A menu appears on the left with up to three sections: - Inventory management: your live stock list and daily operations - Consumption Templates: standard supply lists per room type (optional) - Inventory Reports: stock health and consumption trends (optional) Start with Inventory management — it is where you add items, see low-stock alerts, and post movements. The other two sections only appear if your role has permission for them.

Read the Stock Summary

At the top of Inventory management you will see the panel titled Daily Inventory Operations with two quick counters: - Low Stock: how many items have fallen below their minimum level - Open POs: purchase orders still being fulfilled (if your property uses them) Below that is the Inventory tab listing every item. Each row shows the on-hand quantity, its unit (pcs, sets, etc.), the minimum threshold, and a colored tag: Out (red) if it hit zero, or Low (amber) if it dropped below the minimum. This is your at-a-glance health check.

Add a Consumable or Linen Item

Use the two buttons on the right of the list: - Add Consumable: for things that get used up — toiletries, cleaning supplies, amenities, minibar items, stationery, laundry products, and more - Add Linen: for reusable linen such as towels, sheets, and pillowcases A form opens. Enter the Item Name, the Unit label (e.g. pcs), choose a Category, set the starting On-Hand quantity and the Minimum threshold that triggers a low-stock alert. For linen you can also note its condition (good, fair, etc.). Click Save and the item joins your list.

Record Stock Movements

Each item row has a small set of controls to update its quantity fast. Choose the movement type, type the quantity, optionally pick a reason, then confirm: - Restock: items came in — adds to on-hand - Consume: items were used — subtracts from on-hand - Adjust: a manual correction after a count For example, when a delivery arrives choose Restock and enter how many. When a cleaner uses towels in a room, choose Consume. Every movement is recorded so your reports stay accurate.

Find Items Fast with Search & Filters

When your list grows, narrow it down: - Search box: type an item name, code, category, or storage location - Stock state filter: switch between All stock states, Out of stock, Low stock, and Healthy stock The counter beside the filters shows how many items match. To check what needs ordering, set the filter to Low stock or Out of stock and you instantly get your shopping list for the day.

Edit or Remove an Item

Each item row has Edit and Delete buttons: - Edit: change the name, category, minimum threshold, storage location, or (for linen) its condition - Delete: remove an item you no longer stock Note: if an item already has movement history, the system will not erase that record — it archives (deactivates) the item instead and tells you so. Archived items disappear from the active list but their history stays intact for your reports.

Review Movements & Reports

Two places help you look back: - The Movements tab (inside Inventory management) lists every restock, consumption, and adjustment with date and quantity — useful for spotting waste or errors. - The Inventory Reports section (left menu, if enabled) shows stock health and consumption trends over time. Check movements weekly to confirm quantities match reality, and use the reports to plan purchasing before items run out. Keeping minimum thresholds accurate is the single best way to make the low-stock alerts work for you.