The Inventory Dashboard is the landing page for everything you track in stock — complete bikes, frames, parts, assemblies, labor, and services. It’s the first screen that loads when you click Inventory in the left menu.
What you can do here #
- See what’s running low, what’s overstocked, and what’s moving fast.
- Jump to any item, assembly, adjustment, or transfer with one click.
- Open any of the sub-screens — Item Manager, Prices Manager, Stock Levels, Adjustments, Assemblies, Store Transfers, Reports — from the left sub-menu.
The sub-menu under Inventory #
- Dashboard — this screen.
- Manager — the master list of every SKU.
- Prices Manager — vendor costs and cost-layer history.
- Stock Levels — current on-hand, on-order, and reorder points per SKU.
- Adjustments — manual stock corrections (cycle counts, shrinkage, write-offs).
- Assemblies — build finished goods from component parts, or unbuild them back to components.
- Store Transfers — move stock between locations or warehouses.
- Reports — PhreeForm reports grouped by inventory.
Useful widgets for this dashboard #
User avatar → Manage Dashboards → pick Inventory from the category list, then add:
- Low Stock Alert — items at or below their reorder point.
- Out of Stock — on-hand quantity zero.
- Top Moving Items — highest unit velocity for the period.
- Stock Value — total inventory valuation at cost.
- Recent Adjustments — last 10 manual stock changes.
Important: Stock Value is only as accurate as your cost layers. If you post bills at different costs than you received inventory at, the figures will drift. Receive first, bill second — the habit protects your balance sheet.
Tips for Ridgeline Cycles #
- Pin Low Stock Alert and Top Moving Items side-by-side. Together they tell you what to reorder and how much.
- Run a quick glance at Stock Value at the start of every month — a sudden jump or drop is worth investigating before month-end close.
Where to go next #
- Item Manager — add or edit a SKU.
- Stock Levels — see current counts and reorder points.
- Assemblies — build a custom bike from parts.