Software Features Overview

TrackStock brings inventory management, automated replenishment, cycle counting, tracking, and reporting together in one platform. Explore features that help businesses improve visibility, reduce manual work, and manage supplies more efficiently, including specialized capabilities like serial number, lot number, and expiration date tracking.

Inventory Control

Manage stockroom quantities, track inventory movement, and maintain accurate records. 8 features.

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Item List Manage inventory items, quantities, suppliers, and stockroom information in one organized list.

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Consigned Inventory Track supplier-owned inventory, record consumption, and support replenishment and billing.

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Cycle Counts Count inventory using mobile scanning to identify discrepancies, improve accuracy, and reduce manual counting work.

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Pulls Record inventory usage by scanning items as employees remove materials, automatically updating quantities on hand.

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Receives Record incoming shipments, confirm received materials, and update available inventory quantities.

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Return Orders Document materials returned to suppliers and maintain records of inventory return transactions.

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Stage Material Organize materials for upcoming jobs or work orders before employees put them into use.

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Transfers Move inventory between stockrooms, locations, or vehicles while maintaining transaction records.

Replenishment and Demand Planning

Automate reordering, plan demand, and maintain appropriate stock levels. 5 features.

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Set Min/Max Levels Establish minimum and maximum inventory quantities to guide replenishment and help prevent stockouts.

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Replenish Create and send replenishment orders to suppliers using barcode scans, inventory usage, and min/max settings.

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AI: Min/Max AI Dashboard Analytics Analyze actual inventory usage and identify opportunities to adjust stock levels, reduce excess inventory, and improve replenishment.

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Precise Demand Planning Use point-of-use inventory and consumption data to help distributors forecast demand and improve purchasing decisions.

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Requisitions Submit requests for inventory items and route them through approval workflows before fulfillment.

Tracking and Traceability

Identify products, track individual inventory items, and improve traceability. 4 features.

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Tracking of Expiration Dates, Serial Numbers, Lot Numbers Track individual items by serial number, identify inventory by lot number, and monitor expiration dates. These capabilities support traceability, inventory control, and management of specialized or regulated supplies.

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QR/Barcode Label Designer Create barcode and QR code labels for inventory items to support faster scanning, identification, and inventory transactions.

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RFID Inventory Management Use RFID technology to identify and track tagged inventory items with less manual scanning.

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Electronic Shelf Labels (eLabels) Display inventory information on electronic shelf labels to help employees identify products and manage stockroom replenishment.

Reporting and Analytics

Monitor inventory performance, receive alerts, and analyze operational data. 6 features.

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Alert Dashboard Analytics View inventory alerts, stockouts, pending actions, and performance metrics from a central dashboard.

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Reporting: View Reports Access reports on inventory, usage, purchasing, and operations. TrackStock plans include 23, 60, 70, or 88 reports, depending on the plan.

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Reporting: Schedule Reports with Email Alerts Schedule inventory reports and email notifications so teams receive important information without manually running reports.

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Reporting: Customizable Reports Customize report information to focus on the inventory metrics and operational details your business needs.

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Reporting: Create Catalog Reports Generate organized inventory catalogs with item information and barcodes to support scanning and stockroom management.

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Project Spend Limits Track inventory spending against project budgets and receive alerts when established spending or quantity limits are exceeded.

Asset and Tool Management

Manage equipment, tools, maintenance, and grouped inventory materials. 3 features.

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Asset Maintenance Track equipment maintenance requirements, schedules, and service activity to help keep assets available for use.

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Tool Tracking & Maintenance Track tools, assignments, and maintenance activity to improve accountability and equipment availability.

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Kitting & Subassembly Combine related inventory items into kits or subassemblies to support repeatable jobs, assembly processes, and material preparation.

Integrations and Connected Inventory

Connect inventory workflows with business systems, sensors, and purchasing tools. 3 features.

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Integrations Connect TrackStock with ERP, accounting, and supplier systems to exchange inventory and purchasing information.

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SensorBins Use weight-based inventory sensors to monitor quantities and support automated replenishment without manual scanning.

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Quotes & Punchout Support supplier quoting and electronic procurement workflows, including connections with purchasing systems.

Workflow and User Management

Configure TrackStock for different teams, users, and operational processes. 4 features.

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Language Settings Configure language preferences to help teams use TrackStock across different locations and work environments.

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User Defined Fields Capture additional information during inventory transactions to support job costing, tracking, and business-specific reporting.

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User Permissions Control which inventory features and transactions employees can access based on their responsibilities.

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Work Orders Track parts and labor used on jobs, with support for capturing images, signatures, and related work information.

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