How Inventory Works
Written By Dennis Rodin
Last updated 1 day ago
The Inventory page is where you track the stock you keep on hand, such as granite, vases, and the services you offer, so you always know what you have and what to reorder. Open Inventory from the main navigation.
Categories and tabs
Your items are organized into tabs by category: Granite, Vases, Other, and Services. Each tab has its own search and filters, so you can narrow a long list quickly, for example granite by type or color. A Clear filters button appears once a filter is active.
Sorting the table
Click any column header to sort the table by that column: size, finish, color, price, quantity, or name. The first click sorts ascending, the second descending, and the third returns to the default order. Sorting applies within the tab you are on, and each tab keeps its own sort, so you can scan granite by size while your vases stay sorted by price.
Adding and editing items
Use Quick Add at the top of a tab to add an item inline, or click an item to edit it in a popup. For most items you record a Cost, what you pay your vendor, and a Retail price, what you charge the customer. Both are optional. Services are a little different: they use a required Retail price and have no quantity.
For granite, enter dimensions either as feet and inches like 2-0 (two feet, zero inches) or as decimal inches like 24.5. The page keeps the format you typed.
Reorder alerts
Set a reorder point on an item and MonuDesk warns you when stock runs low. An orange Reorder tag appears on the row when the quantity drops to that point, and a red Out of stock tag shows when it reaches zero. A small dot also appears on the Inventory icon in the navigation whenever any item needs reordering, so you can spot it from anywhere.
The summary bar
Three cards at the top of each tab summarize that category: the total number of items, the total value, and how many are needing reorder. They update as you add, edit, and remove items.
Wholesale pricing
If your shop sells wholesale, go to Settings → Inventory and turn on Enable wholesale pricing. Your inventory then shows a wholesale price column alongside retail. It is off by default, so retail only shops never see columns they do not need.
When you build a quote for a wholesale contact (any contact category other than Retail), the stone configuration shows a Wholesale Price field instead of the retail price, and it fills automatically from the matching inventory item when there is one. Quotes for retail contacts keep using the retail price. The same stone can carry both a retail and a wholesale price on one inventory row, and Auto sync saves the wholesale price from wholesale orders the same way it saves retail. How to Manage Contacts
Using inventory in a new quote
When you build a quote, inventory helps you fill in Step 3. After you choose a Monument Type and Color, a Smart Prefill dropdown lists matching items from your inventory and from past orders, each with its retail price. There is also a search bar above the Monument Type cards where you can search your inventory and past orders by SKU, color, or size. Picking a result fills in everything MonuDesk knows from that stone's last configuration: the colors, sizes, finishes, lettering, and the stone price. It never fills the form on its own, so you always click the row you want, and every field stays editable afterward. When you pick an item from inventory, a small pill confirms the order is linked to that inventory item.
Adding stock automatically
MonuDesk can keep your inventory in step with your orders so you do not have to add every stone by hand. With Auto sync on, saving a confirmed order adds the stones on that order to your inventory, one row per stone, and skips anything that already matches so you do not get duplicates. Auto sync is on by default and can be turned off in your inventory settings.
An item added this way starts at a quantity of 0, since MonuDesk does not know how many you actually keep on hand. Open the item and set the real number you have in your yard.
To capture stock from work you did before, go to Settings → Inventory and click Backfill inventory from past orders. It scans your past orders and adds any missing granite and vases, updates prices that changed, and skips anything already in your inventory. You will see a summary of what was added, updated, and skipped.
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