Managing Inventory Across Locations

If your company runs more than one office, you can keep a single catalog of stones, vases, photos, and services while charging different prices, stocking different quantities, or turning items off at individual locations. Find it on the Inventory page, driven by the office switcher in the app header.

These location features only show up when your company has more than one office. Single-office shops keep the classic single-catalog inventory with no extra controls.

How the multi-location model works

Every item has one company-wide master row with your default values. On top of that, each item can have optional per-location overrides. The rule is simple: an office's effective value is its override if one is set, otherwise the master value it inherits.

The office switcher in the header decides what you see:

• Pick a specific office and the table shows that office's effective values. Editing prices or quantity here saves to that office only.

• Pick All Locations and the table shows your master values, with special handling for any field that differs across offices (see below).

The All Locations view

When a price, quantity, or reorder point is not the same across your enabled offices, that cell shows the word varies with a dotted underline instead of a single number. Hover the cell to open a quick-edit popover where you can see and change each location's value.

Quantity rolls up differently: instead of just saying "varies," it shows the total stock across all enabled offices, for example varies (sum 14). Cells that are the same everywhere show that shared value and stay clickable so you can still quick-edit them.

Set a price for one location

Click any retail, wholesale, quantity, or reorder-point cell to open the per-field quick-edit popover. The header names the field, for example Retail price by location, with the note "Set one value for everywhere, or override per location."

Inside the popover you get:

• One input per office. The value each office currently inherits appears as a greyed-out placeholder, so a blank field means that office is still inheriting the default, not that the value is zero.

• A Copy {office}'s value to all locations button to push one office's number out to every location at once.

• An All fields link that opens the full Locations editor for the item.

Type a number for any office and click Save. Leaving a field blank keeps that location inheriting the master value.

The Locations editor

Each row has a Locations button that opens the full editor for that item, headed Locations followed by the item name. At the top, a Default values (all locations) box summarizes the master retail, wholesale, quantity, and reorder point. Each office below it inherits those defaults unless you override a field.

For every office you can:

• Turn the item on or off at that location with a switch. A disabled office hides the item from its quotes and shows a disabled badge.

• Override any of the four per-field values (retail, wholesale, quantity, reorder point). Each override has its own reset link that blanks the field back to the default on your next save.

• Use Reset all to immediately clear that office's overrides and return it to the default values.

Collapsed office rows are labeled custom pricing when they have overrides or default pricing when they inherit everything. Click Save when you're done.

How edits save to the active office

When you open the regular Edit modal while a specific office is selected, the save splits in two: the four per-location fields (retail price, wholesale price, quantity, and reorder point) save to that active office's override only, while the item's other details and its cost always update the shared master.

So editing inside one office can't change another office's prices or the master retail and wholesale. To change master-level pricing, switch to All Locations and edit the values inline. In the All Locations edit modal those four per-location fields are hidden, replaced by a note reminding you to edit them inline by clicking the value in the table. Cost stays editable there because it's always master-only.

Keep at least one location enabled

You can't turn an item off at every office. If a save would disable an item at all of your locations, it's rejected with "At least one location must stay enabled for this item." To fully retire an item, deactivate the item itself rather than disabling every location.

Reorder points work per location too, so each office can have its own low-stock threshold.

Related articles:

• How Inventory Works

• How the Pricing Panel Works