Features of our Online Inventory Management System

Low-Cost Inventory Tracking that's Rich in Features

An inventory tracking application can be rich in features without having a bloated interface. We do it by letting you choose which features are displayed to each specific user. So while we offer plenty of features, your users won't be confused by having to view an application with tons of bells and whistles that don't apply to them.

Total Control of User Access

Share your inventory information with customers, vendors, employees, and third parties without giving them the chance to screw anything up, or see what you don't want them to see.  Plus, you can customize the user interface to make training a breeze.

• Create as many user accounts as you need
• Specify which items or locations users can access
• Control which (if any) kinds of transactions users can perform, and what methods they can use
• All changes to stock levels are traceable to the user that performed them
• Upload any kind of file, and allow access on a user-by-user basis
• Admins can change passwords for users, add, and delete users with ease

Easily Import and Export Data

Getting your data into and out of Clearly Inventory is easy.  We believe that you should be able to export all of your data any time you like, and we don't keep your information in any proprietary format that you can't use or understand.  Download your transactions from your e-commerce site, or accounting software, format them into our table format, and upload them.  And if you ever decide to stop using Clearly Inventory, just export your data.

• Export all of your data tables into Excel or Google Docs compatible files
• Import your lists of items, locations, and current inventory
• Export sample files to populate for future uploads
• Just about every report or view can be exported with one click
• Perform thousands of transactions at once by uploading a transaction file

Easily Search and Filter Data

The primary job of inventory software is to make it easier to find your stuff, not harder.  So all of our inventory views come with search and filter boxes for each data column.  This makes it dirt simple for someone with very little knowledge of your products to find things fast.

• Search and filter multiple table columns at once
• Search using multiple text methods like "begins with", "contains", "equals", "does not equal" etc..
• Search using multiple number methods like "equal to", "greater than", "less than" etc...
• Search and filter capability are included in almost all data views and tables

Cost Tracking

Track your inventory costs and use multiple types of cost and inventory value reports.  

• Uses current weighted average cost
• View change in stock value over specified periods of time
• View inventory value by location
• Instantly see the total value of all of your stock
• Does NOT use LIFO or FIFO methods at this time, although these types of cost reporting can be "backed into" via transaction records.

Re-Stock Reports & Emails

Stock outs can lose customers and productivity, and cause frustration.  To reduce these problems, we offer advanced restock reports and warnings.

• Receive stock out warnings via e-mail
• Specify restock thresholds and par levels for each item
• Set multiple restock warning levels for multiple locations, or your entire stock

Track Serial Numbers

Do you need to have total trace-ability for lots, batches, or serial numbers? Then our Unique Tag feature is for you!  Apply a unique tag once to an item and that tag will stay with the item throughout its life in inventory.  

• Unique tags stay with an item, even when the unit of measure changes
• Apply a unique tag one time, and it will stay with the item permanently
• Change the term "unique tag" to anything you like, batch number, lot number, serial number etc...
• Use the unique tag field for any kind of information you like

Custom Views

Clearly Inventory comes with a wide variety of standard views, both for your current inventory levels as well as your transaction history. But chances are you will find it useful to make your own custom views.

• Choose which fields you want displayed, their order and grouping
• Specify relative or absolute time periods to apply to transaction reports
• Control which (if any) custom views users can access

Culture Settings

Clearly Inventory is used around the world so we made it easy to change culture settings.  There are over 200 different culture settings to choose from!

• Date format
• Number format
• Currency format
• You may choose one culture setting to apply to the entire account
• Currently all text in Clearly Inventory is in English.  We will be adding other language versions in future builds.

Customization

You can customize Clearly Inventory to match the way your company does business. Below are just a few examples of what you can do.

• Create unique data fields for each transaction
• Decide what fields are displayed and/or required to be filled
• Display custom links to your web site, or other sites

Kitting and Component Lists

Store your ingredient lists, kit lists, or Component Lists in Clearly Inventory, and have items automatically deducted from stock when you build kits or manufacture products.  Find out instantly how much you can make with what's currently in stock.

• Single level components and lists are easy for everyone to understand
• Instantly see every product that is made from or used on, another item
• Automatically remove items from stock when top-assemblies are added to stock
• View stock levels of all items that are used to make other items
• Use Clearly Inventory as a repository for recipes and assemblies

Store Items in Many Locations

...and multiple units of measure.  Clearly Inventory tries to match what's true right now in the physical world, not the "accounting world".  Your stuff is all over the place, in transit, reserved for future sales, in work in progress, etc... why should you only be able to store items in one location?

• Create as many locations as you need
• Create special use locations
• Create locations for items that are on order, held for sale, in transit, and anything else you need
• Create a new location ready to accept inventory in less than 10 seconds
• Move items among locations
• Store items with different units of measure in the same location

Reports

Clearly Inventory offers a wide variety of ways to examine your current inventory. You'll also have  an accurate historical record of all your transactions and inventory activity.

• Great search and filtering capabilities
• Export reports in excel or csv format
• Popular standard reports
• Reorder / Restock reporting
• Empty Location reports
• Custom reports available on request (some fees may apply)

Transactions in Real Time

All actions performed in Clearly Inventory occur in real time.  So when multiple users are accessing inventory you can rest assured that they're all seeing the latest information.

• No need to sync data from multiple clients
• Updates occur instantly, no more waiting for transactions to post
• Having the correct inventory data available instantly helps ensure inventory accuracy

Multiple Transaction Methods

There are multiple ways of entering transactions into Clearly Inventory, and we'll be adding even more in the near future.  

• In Item Method, view all records for a given item and create new records, or perform transaction on existing records
• Hard Count Method automatically adjusts inventory levels based on hard counts of specific locations
• Grid Method allows you to view your entire current inventory and make transaction on any record
• Using Upload Method you can perform thousands of transactions at once via spreadsheet upload

Transactions

Transactions are at the heart of inventory management and we make it easy to perform transactions. With some inventory programs, moving items in and out of inventory is way too complex.

• Increase, Decrease, Move, Convert (breakdown), and Update Status, items
• Create unique data collection fields for each type of transaction
• Perform transactions individually or in batches
• Create notes for locations, items, and specific transactions
• View the last transaction that occurred in a given location
• Create and use your own unique part numbers or descriptions
• Create unlimited unique units of measure

Data Management

It's easy to manage all of the data tables in your inventory system. Create new SKU's, locations, units of measure, component lists, ingredient lists, kit lists, quickly and easily.

• Full access to all data tables
• Export any table in Excel or .csv format
• Export sample data tables that you can populate and then upload
• Modify any table all at once (via uploading your own excel or csv file) or by individual records
• Ability to sort, search, and filter all tables
• Directly edit or add new records to tables