Inventory and CRM for electronics-component traders
Walk through a working copy with sample data for Acme Components, a made-up trader: reels in two stores, customer POs and dispatches. Click anything; changes reset every night.
Inventory Ops is reel-level inventory and CRM for electronic-component importers, traders and distributors: stock you can scan, dispatch checked against the customer's PO, and two stores in one view. Every feature below runs in the live demo above with sample data.
Reel-level stock with QR labels
Electronic components arrive on reels, and two reels of the same part are rarely the same quantity. Inward a delivery by item and number of reels (optionally packed in boxes), and every reel gets its own number with the item's standard pack quantity. A sheet of QR labels prints straight away as a PDF.
From then on a reel is scanned, not typed: outward, transfer, search and trace all start from its QR code, so stock is counted reel by reel instead of being an estimate.
Scan reels or whole boxes with a phone camera or a barcode scanner; each one is checked as it is added, so a reel already shipped or held in the other store is caught before it leaves. Ship a reel in full or only part of it, and the rest stays in stock as the same reel.
Each shipment records the customer, invoice and purchase order it fulfils, and the packing list prints as a PDF. A mistaken dispatch can be undone, and every reel's history shows where it went.
Stock can sit in your own store and at a partner's. Move single reels or whole boxes between them with a scan, and every transfer is recorded with who moved it and when. A store selector at the top filters every screen, from stock summary to reports.
Partner-store logins are locked to their own store: they see and ship only what is there, and nothing in the main store.
Inward, dispatch and transfer requests from store staff wait for a manager, who can approve them, reject them, or correct and approve them in one step. Managers and owners act directly.
At the partner store, the store manager approves the previous day's dispatch summary each morning before the store's staff can work again, so the two sides agree on what left the shelves.
Each customer company has its contacts, call notes and a follow-up calendar, with tasks assigned to the salesperson who owns them. Customer purchase orders move from draft to confirmed to dispatched, with line items and unit prices, so the value of open orders is always known.
Dispatches are tied to the purchase order they fulfil, so it is clear what is still owed on every PO and when to chase the next call-off.
Customers who keep stock with you get their own login, which shows a read-only summary of the items kept for them: reels and quantity in stock, item by item.
Which items a customer can see is set per item in the catalog, so the same system serves every customer without one seeing another's parts.
The stock summary shows every item's reels and total quantity by store. Search and trace follows a single reel from inward to dispatch. Analytics show movement over time, and the dead and low stock report lists what is not moving and what is running out.
A daily report of the day's inward, outward and transfers prints as a PDF for the owner or the partner store.
Owners and managers see everything; store staff work through approvals; partner-store staff see only their store; customers see only their own stock. The rules are enforced on the server for every page and every request, not just hidden in the menu.
The assistant answers questions such as "how many reels of BC857B do we have?" or "which POs are confirmed but not dispatched?" by choosing a fixed, read-only look-up and showing the result as a table, so the numbers come from the data rather than from the model. It also explains how to do things in the app.