In-house inventory

What it is

In-House Inventory lets you sell your own stock the same way you'd sell a connected supplier's materials: keep your own products, prices and quantities in Trussi, and quote and order from them like any other supplier. It needs no credentials and nothing to sync: turning it on is a straight on/off switch for your account.

Turning it on

An account admin connects it from Settings, under Add-ons, where it's listed as In-House Inventory. Once it's connected, an admin also chooses which of your locations hold their own stock (each one keeps its own prices and quantities), and either adds products by hand or imports ones already kept under a connected supplier or from a spreadsheet. Setting this up takes Modify on Account.

Where you work with it day to day

Once connected, Inventory appears under Production in the sidebar. It lists every material in your in-house catalog, with what each location is holding: name, SKU, brand, category, price, and stock, with a search box and filters for location, category and low stock. Opening a material lets you edit its name, SKU, brand, category, price per unit, the unit it's counted in, and which locations stock it. Seeing this screen takes View on Production Inventory; adding a material, editing one, deactivating one, or recording stock takes Modify on Production Inventory.

Deactivating a material ("remove from catalog") does not delete it: it stops being quotable, and keeps its stock and history, so it can be brought back later.

What stock actually tracks

For a material you choose to track, Trussi keeps three numbers for it at each location:

• On hand: what's physically there.
• Reserved: spoken for by an order that has been sent but not yet completed.
• Available: on hand minus reserved, which is what a new order can actually draw against.

You also set a reorder point for a tracked material; it's flagged as low stock once its available quantity at a location drops to or below that point. A material can also be left untracked (no counting unit set for it), in which case it's sellable with no stock control at all, useful for something you don't want Trussi keeping a running count of.

Keeping stock accurate

Two actions change these numbers by hand:

• Receive adds stock, for example when a delivery arrives, and can carry a cost per unit, which Trussi uses to keep a running average cost for that material.
• Adjust corrects a count in either direction, for example after a physical count turns up a discrepancy. An adjustment can never remove more than what is currently available, so it can't eat into stock an order has already reserved.

Every change is kept in a history against the material, so you can see what moved, when, and why, alongside what an order reserved, consumed or released.

How it connects to quotes and orders

Building and pricing a quote does not check stock at all: an in-house inventory item can be added to a quote the same as any other item, whatever is or isn't on hand. Stock only moves once a quote is turned into an order:

1. Sending the order reserves the quantity needed at that location: it moves out of available, but on hand doesn't change yet. If there isn't enough available stock at that location, Trussi blocks the order rather than letting it go out short.
2. Approving the order commits that reservation, which is the point the stock is actually used up: on hand and reserved both drop by that amount.
3. If the order fails to send, or is cancelled, the reservation is released and that stock becomes available again.

Turning it off

Turning off the add-on, or deactivating a single material, does not erase anything: your products, stock and history all stay exactly as they were. You just can't quote or order from what's turned off until it's switched back on.

Who can do this

• Modify on Account: connecting In-House Inventory, choosing which locations stock it, and importing products.
• View on Production Inventory: seeing the Inventory screen under Production.
• Modify on Production Inventory: adding, editing or deactivating a material, and recording stock.