Inventory Management

Inventory and Stock Management Built Into Your Quoting Workflow

Track stock levels, assign warehouse and storage locations, and get automatic reorder alerts the moment a low-stock item is added to a quote, proposal or work order — all inside VendorMode, no separate inventory system needed.

No credit card required 14-day free trial No separate inventory system needed
What's included

Everything you need to track stock for a small B2B team

Lightweight inventory management that lives inside the same catalog your team already uses to build quotes and work orders. No barcode scanners, no complex setup, no separate system to maintain.

Stock count tracking per catalog item

Set and update stock counts manually on any product in your catalog. Keep quantities accurate as jobs are completed and stock is replenished — without needing a dedicated inventory platform.

  • Manual stock count updates
  • Stock visible on every catalog item
  • Updated at any time by any team member

Warehouse and storage location management

Assign warehouse locations, storage zones or bin numbers to any product. When a team member is building a quote or work order, they can see exactly where each item is stored — reducing time spent searching and preventing fulfillment errors.

  • Location assignment per product
  • Multiple warehouse or zone support
  • Location visible at quote and work order time

Reorder alerts at quote and work order time

Set a reorder threshold on any catalog item. When stock drops to or below that level, VendorMode flags it automatically the moment the item is selected for a quote, proposal or work order — so you never discover a stock problem mid-job.

  • Reorder threshold per item
  • Alert triggered on item selection
  • Works on quotes, proposals and work orders

Inventory inside your product catalog

There is no separate inventory module to learn. Stock levels, locations and reorder settings live directly on each item in your catalog — the same catalog your team uses to build every quote, proposal and work order.

  • Integrated directly into catalog items
  • No separate module or screen to maintain
  • Consistent across all team members

Connected to your quote-to-invoice workflow

Because inventory is built into VendorMode rather than a bolt-on, stock context flows naturally through your job. A quote becomes a work order becomes an invoice — and your team has stock visibility at every step.

  • Stock visibility from first quote to final invoice
  • No switching between tools mid-job
  • One consistent catalog across all documents

Consistent for the whole team

Every team member works from the same catalog, sees the same stock levels and gets the same reorder alerts. No more one person knowing stock is low while another quotes from it freely.

  • Shared catalog across all users
  • Same stock visibility for everyone
  • Admin and user scope views
How it works

How inventory management fits into your workflow

Set up your catalog items once with stock counts, locations and reorder thresholds. From that point on, stock management happens naturally as part of your normal quoting and job process.

1

Add stock settings to your catalog items

For each product in your catalog, set the current stock count, assign a warehouse or storage location, and enter a reorder threshold if you want alerts when stock runs low.

2

Build quotes and work orders as normal

When team members add catalog items to a quote, proposal or work order, they can see the current stock level and location for each item without leaving the document.

3

Get reorder alerts automatically

If an item's stock is at or below the reorder threshold when it is selected, VendorMode raises an alert immediately. Your team knows before the quote is sent, not after the job starts.

4

Update stock counts as you go

When stock is replenished or consumed, any team member can update the count directly from the catalog. Stock levels always reflect reality without a dedicated inventory manager.

Why VendorMode

Inventory management that fits how small B2B teams actually work

Most dedicated inventory platforms are built for warehouses, retailers or manufacturers. VendorMode is built for small B2B service and product teams who need stock visibility inside their quoting workflow — not a separate system to maintain alongside it.

Dedicated inventory software

  • Separate system your team has to log into to check stock
  • No connection to your quoting or work order process
  • Built for warehouses or retail — complex for a small B2B team
  • Requires barcode scanners or integrations to function well
  • Another monthly subscription on top of your quoting tool

VendorMode inventory management

  • Lives inside your catalog — no separate system to maintain
  • Stock visible directly when building quotes and work orders
  • Designed for small B2B teams — simple manual updates
  • No scanners or integrations needed — just update the count
  • Included in your VendorMode plan, no extra cost
FAQ

Questions about VendorMode inventory management

Does VendorMode replace a full inventory management system?
VendorMode inventory management is intentionally lightweight — it is designed for small B2B teams that need stock visibility inside their quoting and work order workflow, not for large warehouses running thousands of SKUs. If you manage a modest product catalog and need stock counts, warehouse locations and reorder alerts without a dedicated inventory platform, VendorMode covers that well.
Do I need a barcode scanner to use inventory management?
No. Stock counts in VendorMode are updated manually. There is no barcode scanning, no serial number tracking and no integration required. Any team member can update a stock count directly from the catalog in a few clicks.
How do reorder alerts work?
For each product in your catalog, you can set a reorder threshold — a minimum stock level below which you want to be alerted. When a team member selects that item while building a quote, proposal or work order, VendorMode checks the current stock against the threshold and raises an alert if stock is at or below the limit. This means your team is alerted before the job is confirmed, not after it has started.
Can I assign products to specific warehouse locations?
Yes. You can assign each catalog item to a warehouse, storage zone or specific location label of your choosing. That location information is visible to team members when they add the item to a quote or work order, so they know exactly where to find the stock without having to ask.
Is inventory management included in all plans?
Yes. Inventory management — including stock counts, warehouse location assignment and reorder alerts — is included in the VendorMode All-Access plan and is available to try during the 14-day free trial.
How does inventory connect to quotes and invoices?
Inventory settings live on catalog items, and the catalog is the foundation of every quote, proposal, work order, contract and invoice in VendorMode. This means stock levels and reorder alerts are always visible in context — there is nothing to sync, import or export between systems.

Stop discovering stock problems after the job starts

Try VendorMode free for 14 days. Set up your catalog, add stock levels and reorder thresholds, and see exactly how inventory management fits into your quoting and work order workflow. No credit card required.