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Use case

Inventory Management software

Two people just bought the same case of widgets because the spreadsheet hadn't been touched since Thursday. Order3 keeps the item list, shelf count, location, reorder rule, PO draft, and approval history together.

Definition

Inventory Management software

Inventory management software keeps the live record of your stock: counts by location, receiving against POs, transfers, and movement history. It replaces the shared spreadsheet and the one person who knows where everything is. Most teams outgrow that setup after the second time they bought stock they already had. Whether you run a warehouse, a shop, or a fleet of service trucks, the questions are the same: what do we have, where is it, what moved, and what needs ordering. Order3 answers from the record as it stands right now, so nobody goes digging through last week's export.

Built by Cameron Priest, who co-founded TradeGecko (acquired by Intuit) and has spent over a decade building software for the people who run physical stock.

Capabilities

What the workflow covers

01

Live item records

One record per SKU. Quantity, location, supplier, photos, notes. Updates the second a scan happens on the floor.

02

Location-aware counts

Count down to the bin, shelf, truck, or stockroom. Reorder rules run per location, so a healthy company-wide average can't hide the store that's about to run out.

03

Movement history

Every stock movement is stamped with user, time, and reason. Variance investigations stop being archaeology.

04

Low-stock alerts

Reorder points by item or by location. Order3 flags what's getting close and drafts the PO for someone to look at.

05

Search across inventory work

Ask: 'what's running low at the Brooklyn warehouse?' or 'what did we ship to Acme last month?' The answer comes from your current records.

06

Spreadsheet import

Bring your existing list as CSV. Columns get mapped, SKUs deduped, conflicts flagged before anything is created.

How it works

From floor action to approved record

  1. Step 01

    Set up items and locations

    Import a spreadsheet or photograph items. Define the location hierarchy: warehouses, stockrooms, bins, trucks.

  2. Step 02

    Receive and move stock

    Scan at the dock. Transfer between bins from a phone. Each event hits the live record.

  3. Step 03

    Count and reconcile

    Cycle count on a rolling schedule. Variance is captured against the prior recorded quantity, with a reason field.

  4. Step 04

    Reorder and report

    Review reorder drafts. Pull inventory value, aging stock, and movement reports without rebuilding them in Excel.

Looks like the workflow you need? Set up your first workspace in under an hour.

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Workflow artifact

The record a team can inspect

A useful inventory management workflow leaves an item, location, owner, next action, and approval trail behind it.

Order3 record

Inventory Management review

Trigger

Live item records

One record per SKU. Quantity, location, supplier, photos, notes. Updates the second a scan happens on the floor.

Evidence

Set up items and locations

Import a spreadsheet or photograph items. Define the location hierarchy: warehouses, stockrooms, bins, trucks.

Next action

Receive and move stock

Scan at the dock. Transfer between bins from a phone. Each event hits the live record.

Control

Reorder and report

Review reorder drafts. Pull inventory value, aging stock, and movement reports without rebuilding them in Excel.

Who runs this

Who needs inventory management software?

Anyone who has outgrown a shared spreadsheet. Retail and ecommerce teams reconciling store stock with a Shopify channel. Warehouses running multi-bin and cycle counts. Manufacturers managing components ahead of the line. Trade and field-service businesses tracking truck stock and jobsite inventory. The trigger is almost always the same. Someone bought twice. A shortage stopped a job. A customer got told 'in stock' by the listing and 'sorry' by the warehouse. The team realizes what was missing: one shared, live record.

Fit checklist

Use Order3 when the workflow needs these controls

  • Live item records

    One record per SKU. Quantity, location, supplier, photos, notes. Updates the second a scan happens on the floor.

  • Location-aware counts

    Count down to the bin, shelf, truck, or stockroom. Reorder rules run per location, so a healthy company-wide average can't hide the store that's about to run out.

  • Movement history

    Every stock movement is stamped with user, time, and reason. Variance investigations stop being archaeology.

  • Low-stock alerts

    Reorder points by item or by location. Order3 flags what's getting close and drafts the PO for someone to look at.

How it works in Order3

How inventory management works in Order3

Items, locations, suppliers, and movements live in one workspace. Floor work happens on the phone: scan at the dock, transfer between bins, count what's on the shelf. The web app handles configuration and reports. When something needs buying or looks off, the agent drafts the work, and a buyer approves before spend or inventory value changes.

How to choose

How to choose inventory management software

Start with the floor workflow. Can the team scan and count from a phone, or does the software turn into another back-office report nobody opens? Then check integrations against the real stack: accounting, ecommerce, procurement. Confirm each location keeps its own independent count; plenty of tools just hang a location tag on one warehouse. Look hard at audit trail and permissions if the team has turnover or regulated inventory. On price, compare per-user, per-SKU, and per-location pricing carefully. Vendors load the cost differently. If you need ERP-grade financials with manufacturing BOMs and demand planning, NetSuite, SAP, or Cin7 are the options. Order3 is built for SMB inventory and purchasing work, not for replacing an ERP.

Inventory Management software FAQ

What does inventory management software actually do?

It keeps a live record of every item you stock (quantity, location, supplier, cost, photos) and logs every change. Stock comes in: you receive it against a PO. Stock moves between bins or trucks: you record the transfer. Teams count: variance is captured. On top of that, low-stock flags fire, reorder drafts get prepared, and the system answers reporting questions like 'what's the value of inventory at the Newark warehouse right now?' The point is replacing the spreadsheet that always drifts.

How is Order3 different from Sortly or inFlow?

Sortly is strong at visual catalogs and simple item lists. inFlow is a traditional inventory product with deep order management. Order3 focuses on floor counts, multi-location movement, reorder drafts, approvals, and audit history. Order3 is newer. If you need a long compliance and integrations history right now, inFlow or NetSuite may fit better; if you want reorders drafted with the reasoning attached, Order3 is the closer match.

Do I need barcode hardware or can I use a phone?

A phone is enough for most SMBs. The mobile app uses the camera as the scanner and runs the same receive, move, count, and pick workflows you'd run on a dedicated device. Add Bluetooth scanners or rugged sleds later if your throughput justifies them. Plenty of teams never need to. Print barcodes from any standard label printer, or use the UPC/EAN codes your suppliers already ship with.

Can I import inventory from a spreadsheet?

Yes. CSV import is the standard onboarding path. Map the columns to item fields. Order3 dedupes by SKU, flags missing data, and shows a preview before creating records. Photos can be uploaded in bulk and matched to SKU by filename. Most SMBs are operational within a few hours. Larger catalogs take a day or two of cleanup.

Does Order3 work without internet?

The mobile app handles basic counting and scanning offline; changes sync when the device reconnects. Real-time reports and AI assistant queries need a connection. If your warehouse Wi-Fi is weak, plan for offline-tolerant flows on the floor and online review at a desk.

How long does setup take?

A team with a clean SKU list and clear locations can be live in a day. The realistic timeline for most SMBs is one to two weeks. A day to import items. A few days to label locations and print barcodes. A week of running parallel counts before retiring the spreadsheet. Skip the parallel period and accuracy issues will follow you for months.

How does the AI assistant handle my inventory data?

The assistant explains records, recommends actions like reorders, and drafts work for review. It does not cut a PO or change records on its own. Every drafted action shows the reason and the records it pulled from, and a human approves before anything moves.

Try Inventory Management in Order3.

Start with the SKUs, locations, and counts behind the problem. Bring in expert help when the workflow needs integrations, approvals, or agent policy.