Inventory Lens gives you a single view of how material moves through your business, what you're holding, what it's worth, how fast it turns, and how accurate your counts actually are. Instead of pulling numbers from separate reports, you get warehouse and fleet performance side by side, month by month.
Video Tutorial
Written Tutorial
Enabling Inventory Lens
Inventory Lens is available through Labs, where we release early access to recently launched features.
Go to Settings.
Find Labs in the left-hand column.
Locate Inventory Lens and switch the toggle on.
Choose Enable to confirm.
Once enabled, you'll find it under Stock → Inventory Lens in your main menu.
The overview screen
Inventory Lens opens on a month-to-date view of all your material movements. You can switch to any other month using the month selector, and export everything to Excel or CSV at any point.
The overview gives you five headline figures:
Metric | What it tells you |
On-hand inventory value | What your inventory is worth at end of month |
Month change | How that value moved from the start of the month to the end |
Flagged locations | Locations sitting at critical stock levels |
Inventory turns | How many times your inventory cycled during the month |
Inventory accuracy | Accuracy across all completed cycle counts |
By default the view is holistic, every location is included. You can narrow it to warehouse locations or fleet locations only.
Why the warehouse/fleet split matters
This filter is often where the useful answer lives. A single organization-wide accuracy number can hide very different realities underneath it.
For example: warehouses counting at 90% accuracy alongside fleet locations at 23% will produce a mediocre overall figure. Looking at the combined number, you'd conclude your counting process needs work. Splitting the view tells you the warehouse process is fine and the problem is entirely on the trucks, which is a completely different fix.
Drilling into a location
The list view shows all your locations. Click any one of them to open its detail.
For each location you'll see:
On-hand value and the change from start to end of month
Days on hand, how long current inventory will last at current usage
Inventory usage and how often that inventory turned
Cycle count accuracy, if counts have been posted
Flagged materials that are out of stock or close to it
Click the arrow to expand the view for more detail:
Stock levels on that specific truck or warehouse
Days of inventory remaining based on current usage
Turn rate as a percentage
How many jobs the location served this month
Audit completion, your count accuracy alongside the percentage of total stock actually counted
Count of items at very low inventory levels
The audit completion figure is worth reading as two numbers, not one. A location showing 23% accuracy on 2% of stock counted is telling you something different from 23% accuracy on 80% of stock counted, the first is mostly a coverage problem, the second is a real accuracy problem.
The waterfall view
The waterfall breaks down how a location got from its opening balance to its closing balance:
Starting inventory
Material posted in
Material posted out
Revaluation, stock whose value changed during the period
Ending inventory
This is the fastest way to answer "why did this location's value change?" without reconstructing it from transaction history.
The flow view
Clicking flow opens a visual map of where material actually travelled: from suppliers, into warehouses, out to trucks, and finally onto jobs.
You can open flow at three levels:
Material level — where a single item went from one location. For instance, 14 units to one job and 2 each to two others.
Location level — everything that moved in and out of one warehouse or truck.
Organization level — your full operation in one diagram, from suppliers through to completed jobs.
The organization-level view gets dense for larger operations. You can drag nodes to reposition them and isolate the path you're trying to follow.
Audits
The Audits tab filters your inventory by health status:
Out of stock
Below minimum, based on your configured mins and maxes
On order, currently sitting on purchase orders
Not yet counted — inventory with no cycle count against it
Healthy
From here you can click through to the material-level flow chart to see exactly where that item has moved during the month.
Things worth knowing
Accuracy depends on posted counts. Inventory accuracy is calculated from completed cycle counts. Locations you haven't counted won't contribute, which is why the "not yet counted" filter under Audits is worth checking before you draw conclusions from an accuracy figure.
Everything is exportable. If you need the underlying numbers in a spreadsheet, the export to Excel or CSV is available on the overview at any time.
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