Q1 2026 Inventory Enhancement Reference Guide
How to Use This Page
Start with the Quick Reference for the most common tasks and definitions.
Follow the Step-by-Step Workflows when performing inventory updates.
Quick Reference
Topic | What You Need to Know | Where to Take Action |
|---|---|---|
Removed “View by Item” screen | To streamline user experience and to reduce confusion. | View>inventory>Supplier Visibility |
Renamed “Suppliers” to “Supplier Visibility”. | To help users distinguish this section as the page to administer which suppliers are available to which locations. | View>Inventory>Supplier Visibility |
Updated Inventory Periods modal with per-row Close/Re-open controls. | Provides improved visibility into period statuses and reduces the number of repetitive steps required by users. | View>inventory>view by location>select location > period maintenance menu |
Option to show on-hand amounts on count sheet when initiating transfers | Enhancement allows user to view the on hand amounts while initiating transfers in the same screen. | Transfer window > Projected columns (on Count Sheet) |
Moved inventory period selection to Count Sheet initialization | Streamline the user experience and allow users to clearly define what period and effective date they were entering a count for. | View>inventory> view by location > choose the applicable location/storage location/ item scope >Enter Inventory drop down |
Added ability to rename specific inventory column headers as well as regrouped the label customization section. | Users will be able to rename the count columns as they need | File>corp settings> preferences tab >Inventory Section |
Added Inventory Admin Flag | Added administrative guardrails so that the system prevents invalid or conflicting configurations, ensuring accurate inventory setup and reducing the chance of user error. | View>acct setup>users |
Step-by-Step Workflows
1) Removed: View by Item (Use View by Location Instead)
View>Inventory
Previous table drop down
Current Table drop down
2) Open Supplier Visibility (renamed from Suppliers)
Go to View > Inventory > Supplier Visibility.
3) Close or Re‑open an Inventory Period (Per‑Row Controls)
Go to View > Inventory > View by location and select a location.
Open the period maintenance menu from the Inventory Periods modal.
Use the per‑row controls to Close or Re‑open the desired period.
4) Show On‑Hand Amounts While Initiating a Transfer
View>inventory> view by location > choose the applicable location/storage location/ item scope
User must then click Enter Inventory drop down> click Transfer to start Transfer action> Select Transfer In/Transfer Out > Fill in the needed info:
Once information is filled in > click continue
User will be brought into the transfer window and will need to follow the instructions:
Once user has filled in the needed information > user will be able view the new projected on hand amounts within the count sheet.
EX: Entered 40 into the Single column and the projected amounts changed for each location.
5) Initialize Count Sheet with Period and Effective Date
Go to View > Inventory > View by location.
Choose the applicable location, storage location, and item scope.
From Enter Inventory, select Initialize Count Sheet.
Select the correct Inventory Period and Effective Date for this count.
6) Rename Inventory Count Column Headers
Go to File > Corp Settings > Preferences tab.
In the Inventory section, locate Count Column Labels.
Note - Renaming column ability is restricted to corporate/organization level access users.
7) Set Inventory Admin Flag (User Guardrails)
Go to View > Account setup > Users.
Select the user to update and click the edit button.
Enable the Inventory Admin flag and save changes.
Note - This flag will enable lower access users to edit unit count + master item linking during receiving and inventory actions.
Below is a demo of the above enhancements for reference.