AroFlo's integrated inventory system is designed to keep track of stock held by multiple resources or in multiple storage locations.
To access your inventory, go to Manage > Inventory.
Add a category
Categories are used to organise your inventory and make it easier for users to find the items they need. You can create as many categories as required, including sub-categories. See Manage Categories for more information.
To add a new category:
On the Inventory tab, click (Add New Inventory Category).
Enter the category name.
If you have multiple sub-category levels and/or categories with long names, click the small arrow on the category slider to expand the view, or drag the bar across with the mouse.
New categories will initially appear at the bottom of the categories list. To have them slot in alphabetically, refresh your browser, or drag the new entry to the Top Level Drop Area.
New items can be added to a category at any time. When you create a new category, you will have the option to add inventory items individually or bulk upload inventory items from a spreadsheet. Existing categories only allow items to be added individually, however, you can easily move uploaded items from one category to another.
Click Add Inventory Item
Bulk upload inventory items
The Bulk Upload Inventory Itemsfeature allows you to copy and paste up to 300 items from a spreadsheet (.CSV format) directly into AroFlo.
Used for setting unique account codes (for accounting integration purposes), tax codes and tracking centres that are allocated when the item is added to a quote, task, purchase order or invoice. See Allocations for more information.
Once fields above are completed, click the Pricing tab and enter the unit cost (ex. GST).
For more information about cost pricing and instructions on how to set the item's sell price, see Inventory pricing.
View our Inventory Management product page
On this page:
Your Permission Group controls access to this feature.