Set Up an Inventory Client

App path: Inventory Hub

Use this scenario when a client has physical goods, stock movements, warehouses, manufacturing, batch/expiry tracking, or inventory-dependent close work.

Goal

Inventory is scoped to the right client/entity, stock items are configured, warehouses are usable, and inventory signals can reach close and review workflows.

Industry profile checklist

1. Open Inventory Hub.
2. Open Setup in the Inventory Hub sidebar.
3. Choose the profile that matches the client:
   • Service - no inventory defaults;
   • Distributor - stock movement and warehouse defaults;
   • Manufacturer - BOM, work order, and WIP defaults;
   • Cannabis-adjacent - packaging, distribution, batch/expiry, COA, quarantine, recall, and 280E inventory controls;
   • Cultivation - plant-touching workflow only when the client needs plant batches, rooms, harvests, lab tests, destruction logs, and METRC-style tracking.
4. Save the profile only after confirming it matches the client's real operations.

Inventory setup checklist

1. Confirm the selected client and entity.
2. Review imported items.
3. Convert relevant service items into stock items.
4. Assign default warehouses.
5. Enable batch or expiry tracking only when the client needs it.
6. Confirm stock balances.
7. Review exceptions for low stock, negative stock, COA, slow-moving inventory, NRV, and close gate blockers.

Close integration checklist

1. Open Manage Close for the client.
2. Confirm inventory gate signals appear when the client has inventory activity.
3. Resolve inventory blockers before generating the financial package:
   • negative stock;
   • missing batch/expiry data;
   • COA issues;
   • NRV write-downs;
   • slow-moving reserve candidates.
4. Document overrides when a reviewer decides the issue does not block the close.

What good looks like

• Service clients do not receive inventory or cannabis defaults.
• Inventory clients show real item and warehouse counts, not stale zeros.
• Inventory exceptions have friendly labels and next actions.
• Cannabis-adjacent compliance fields are saved with the client and appear in the workflows that use them.
• Inventory close signals reach the accounting close, not only the inventory page.

Related docs

• Inventory Overview
• Items, Stock & Warehouses
• Inventory Reports
• Close Items in Depth