Stock intelligence

Inventory AI, Purchase Orders & Stock Controls

Inventory AI adds operational stock intelligence on top of the item list, helping teams act on reorder, supplier, reservation, margin, dead-stock, and count signals.

  • Review reorder recommendations, reserved stock, incoming units, open purchase orders, dead stock, disputes, and average margin.
  • Create purchase orders from recommendations or manually, then receive purchase orders when stock arrives.
  • Reserve stock for manual holds, invoices, or projects so availability stays honest.
  • Record stock counts and resolve discrepancies with or without applying stock adjustment.
  • Review supplier performance, margin health, dead stock, and discrepancy signals from the Inventory AI panel.
  • Reservations, purchase orders, stock counts, and AI signals depend on inventory data and plan capacity.

Fast answers

Easy FAQs

What should I do first after creating a business?

Open Business Settings, complete the company profile, set the currency, upload the logo, confirm billing, then add clients, inventory, or leads depending on what the business sells.

Why do I see a plan or upgrade message?

The app checks plan tier, subscription state, and usage caps before opening or changing protected records. A 402 response usually means the plan is free, inactive, or has reached a limit for that feature.

Which records can global search find?

Global search can find feature pages plus clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats within the active company.

How do payment links stay safe?

Payment links use long random tokens. Share the generated link, receipt, PDF, or email with customers, not a dashboard URL. The invoice number helps the business identify a document but is not the secret.

What is Business Memory used for?

Business Memory stores durable company knowledge for Maximo AI: facts, preferences, style, source records, private notes, approved memories, retention rules, and conflict checks.

How do inventory reservations work?

Reserve stock manually or against an invoice or project when availability must be protected. Reservations keep available quantity honest until released or fulfilled.

Keep moving

Go back to the workspace with context.

Use the dashboard for the work itself, and return here when a user needs a fast explanation, a workflow map, or the right page link.

Open Dashboard