Inventory

WorkSquares Inventory tracks what you hold and where.

Status: stock core shipped, product still being built

The stock core — the movement engine, valuation and the posting seam into Accounts — shipped on 2026‑07‑22 and is exercised through the Inventory API. Order management (transfers, sales orders, picking, shipping, receiving) and the web screens are the next phase, so Inventory stays on the roadmap here until it is a product you can sign in to.

Core objects

• Item profiles — the stock‑keeping extension of the shared product master: valuation method (FIFO or weighted average), a base unit of measure, reorder defaults. One catalogue, not a second one. (Separate purchase and sales units of measure are modelled but not yet exposed.)
• Warehouses & bins — where stock physically sits.
• Stock levels & the stock ledger — quantities on hand per item, warehouse and bin, and the signed ledger row behind every single change.
• Cost layers — the FIFO layers (or the rolling weighted average) that valuation is computed from.
• Adjustments, cycle counts & opening balances — the documents that move stock without an order behind them.

What you can do

• Track stock across multiple warehouses, down to the bin.
• Record adjustments with a reason (correction, damage, theft, expiry, write‑off), as a draft you post when you are ready.
• Run cycle counts: snapshot what the system thinks is there, enter what was counted, post the variances.
• Load opening balances when you start using the product.
• Read valuation straight from the live cost layers, and the full stock ledger behind any number you see. Every quantity change is one signed ledger row, so the history is the audit trail; a movement that would drive stock negative is refused rather than absorbed.
• Share the same product master with CPQ — one item, sold and stocked consistently.

Connects to

• Accounts — Accounts is the ledger of record, and stock movements post to it as journals through the Accounts API, using per‑workspace account mappings (inventory asset, stock adjustment, COGS, opening‑balance equity). The seam has been proved on a live paired workspace: an opening receipt and a shrinkage adjustment both came back posted from the Accounts ledger, and the trial balance for the inventory asset account was then read off against the inventory valuation by hand. If Accounts is unreachable the movements stay pending — stock truth is never blocked — and they go out on the next posting run: the next document you post for that workspace, or an explicit retry call. Nothing is silently lost; every ledger row carries the journal it posted into, and what is still waiting is a number you can read.

  Accounts also has its own weighted‑average stock module for workspaces not running Inventory. Where Inventory is enabled it is the source of stock truth, and the Accounts stock valuation report becomes the reconciliation view over the same inventory accounts — run one or the other, not both, or the two double‑count.

• CPQ — items sold are the items you stock, from the one shared product master.