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Reduce inventory errors

Use this workflow to reduce common inventory mistakes when devices are added or updated.

1) Standardize intake fields

When adding devices, make sure your team consistently fills:

  • device type
  • condition
  • brand and model
  • storage and color (if applicable)
  • IMEI or serial number when available

Consistent intake improves search accuracy and reporting.

2) Use identifiers early

Capture IMEI or serial numbers at intake time whenever possible. This helps your team:

  • avoid duplicate records
  • locate devices quickly
  • confirm the correct item during buy/sell workflows

3) Use filters before creating duplicates

Before creating a new record, search and filter existing inventory by:

  • brand/model
  • identifier
  • status

This catches already-created items and prevents duplicate stock entries.

4) Review status transitions

Set a team habit for status updates (for example: available -> sold). Clear status transitions reduce confusion and keep order flows reliable.

When possible, move devices through buy and sell orders rather than editing many fields manually. This creates a cleaner record of how inventory changed.

Need help evaluating plan options? See Restock pricing.