Daily OperationsInventory users and approversinventory
Manage Inventory Checks and Approvals
Keep the inventory catalog current, launch checks, and review approval workflows.
Before you start
Inventory combines the item catalog with structured check and approval flows.
- A property is selected.
- Approver access if you need to review submitted checks.
Add or update inventory items
- 1
Open Inventory.
- 2
Select Add to create a new item, or open an existing item to edit it.
- 3
Fill in the item details, location, quantity, amount, and attachments.
- 4
Save the record.
Run checks and review approvals
- 2
Select Start Check from the inventory list when you need a fresh review.
- 3
Work through the host check flow and submit it.
- 4
Open Approvals from the inventory toolbar.
- 5
Approve, reject, or delete submitted checks according to your role.
Guided screenshots
Reference views for this workflow.
