What this guide covers
Beyond contacts and projects, client records can track physical inventory the client owns and storage pieces used for storage-based estimate calculations.
Client Inventory tab
Open a client and select Client Inventory (?tab=inventory).
Use this tab to:
- Create manual inventory items or items transferred from approved estimates
- Organize items with categories and subcategories
- Set visibility (
visible to client, package component only, or hidden) - Track quantity on hand, dimensions, package composition, and images
- Open an item's full detail page at
/app/client-inventory/{id}
Items may originate from:
- Manual entry on the client record
- Transfer from catalog after estimate approval
- Transfer from custom estimate lines
Storage tab
Select Storage (?tab=storage) to manage storage pieces such as crates, pallets, bins, and racks.
Each storage item includes:
- Storage type (crate, pallet, case, bin, rack, tote, cart, or other)
- Reference dimensions (length, width, height) in feet or inches
- Quantity on hand
- Optional location linkage when client locations are configured
Storage pieces feed storage calculator line items on estimates so billing can reference exact dimensions and volumes.
Permissions
Access to inventory and storage tabs is controlled separately (client_inventory_access and client_storage_access). If a tab is hidden, your role may have view-only or no access to that data.