Orders
Sales orders at /orders, with stock reservation, fulfillment through shipments, invoicing policies, digital delivery, returns and promotions.
Content
The /content hub for document and task templates with their lifecycles and automations, product brands, the product category tree, and organization tags.
Orders
Sales orders at /orders, with stock reservation, fulfillment through shipments, invoicing policies, digital delivery, returns and promotions.
Content
The /content hub for document and task templates with their lifecycles and automations, product brands, the product category tree, and organization tags.
The product catalog at /products, with variants, inventory levels and stock movements, suppliers, purchase orders, image lookup, and public product pages.
Products is the organization's sellable catalog and its stock. It lives under Resources > Products at /{orgSlug}/products and has four tabs:
| Tab | Route | What it shows |
|---|---|---|
| Overview | /products | The product list with search, filters, sorting by name or price, and bulk actions |
| Inventory | /products/inventory | Every stock record across products and locations |
| Suppliers | /products/suppliers | The organization's supplier masters |
| Purchase orders | /products/purchase-orders | Supplier orders and their receiving progress |
A product opens at /products/[productId], where the ID in the URL is the product's slug. The detail page has the tabs Overview, Variants (/variants), Inventory (/inventory) and Suppliers (/suppliers). Suppliers open at /products/suppliers/[supplierId] and purchase orders at /products/purchase-orders/[purchaseOrderId].
Products are separate from customer assets. A customer asset is equipment installed at or owned by a customer and lives on the customer record (see Customers). Products use the organization.products.* permissions, while customer assets use organization.assets.*.
A product carries its identity (name, description, brand, categories, tags and images), codes (SKU, EAN, manufacturer part number, HS code, country of origin and external catalog ID), commercial defaults (selling price, purchase price, currency and VAT percentage) and a unit of measure such as piece, box, hour, kilogram or a custom unit.
Every product has at least one variant. A simple product keeps a single default variant. Add up to three options, such as Size or Color, and Generate variants creates one variant per combination, up to 100. Each variant can override the SKU, price and image. An empty SKU or price falls back to the product. A variant can allow backorders so it keeps selling when stock runs out. Quote, order, invoice and task material lines always reference the exact variant.
A product has a status of active, discontinued or archived, and a type:
Not yet available: uploading digital files or loading license keys onto a product from the app or the API.
Stock is tracked per variant in stock records. A stock record holds a location, an optional bin or shelf, lot number, serial number and expiration date, and a status of available, quarantined, expired or archived. Quantities are shown as:
Each variant gets a derived stock status: not tracked, discontinued, out of stock, backordered, low stock (at or below the reorder point), or in stock. The inventory strip on a product shows stock health by variant.
Every quantity change writes an inventory movement, so the stock history is auditable. Movement types are initial count, purchase receipt, sale, reservation, reservation release, reservation transfer, adjustment, transfer in, transfer out, return, write-off and cycle count. The product Inventory tab shows recent movements with the reason and the on-hand quantity after each change.
Reservations are inventory allocations with a state of reserved, consumed or backordered. Sending a quote holds its tracked lines, creating an invoice from that quote moves the hold to the invoice, and sending the invoice consumes it. Confirming a sales order reserves free stock per line and backorders the rest. A shortfall never blocks sending a document; the document shows which lines are short. See Quotes, Invoices and Orders.
A supplier has a name, status (active, inactive or archived), business identifiers (KVK and VAT number), contact details (email, ordering email, billing email, phone and website), an address, commercial defaults (currency, payment terms, default lead time and default receive location), external IDs and internal notes. The supplier detail page also lists that supplier's purchase orders.
A product can link to many suppliers. Each link stores the supplier SKU, order code, unit cost, lead time, minimum order quantity and order multiple, and one supplier per variant can be the preferred supplier that reorders go to.
A purchase order moves through these statuses:
| Status | Meaning |
|---|---|
| Draft | Lines can still change |
| Sent | Lines are locked and open quantities count as incoming stock |
| Partially received | Some lines arrived |
| Received | Everything arrived |
| Closed | Closed short; the open remainder was cancelled |
| Cancelled | Cancelled before anything arrived |
To start from a photo, open More create options and choose From image. Take or upload a JPEG, PNG or WebP photo of up to 8 MB. Codes on the label, such as a barcode, are read first, and AI reads the rest. Pick the matching result and select Create from these details to prefill the form. Each lookup runs the product lookup workflow and counts toward the organization's workflow step allowance. The same lookup is available as Scan image on invoice lines.
Set a reorder point and reorder quantity per variant to get low-stock signals and purchase suggestions. Select several records to move them to another location, archive them, or delete them.
Deleting a supplier removes its links from products. Products keep their own details.
When the supplier confirms a shipment, use Announce delivery on the purchase order to record an inbound shipment, then receive it into stock when it arrives.
The product actions offer:
/{orgSlug}/portal/products/[productId], which anyone with the link can open, including guests. It uses a fixed layout and does not read a template.The product list and the suppliers list can be exported. Bulk actions on products are archive, delete, assign a tag and clear tags. A product with linked inventory cannot be deleted until those stock records are deleted; archive it instead.
| Key | Grants |
|---|---|
organization.products.view | See products, variants, inventory and the public link actions |
organization.products.create | Create products and stock records, and start an image lookup for a new product |
organization.products.update | Edit products, variants, images, supplier links, reorder rules and stock adjustments |
organization.products.delete | Archive or delete products and stock records |
organization.suppliers.view, .create, .update, .delete | Manage suppliers |
organization.purchase-orders.view, .create, .update, .delete | Manage purchase orders and drafts |
organization.purchase-orders.send | Send a purchase order or mark it as sent |
organization.purchase-orders.receive | Receive goods and close a purchase order short |
Brands and categories have their own keys and are managed under Content. Customer assets use organization.assets.*. See Access control for roles.
inventory.level-changed, inventory.low-stock, inventory.out-of-stock and inventory.back-in-stock events every minute through the internal/inventory/signals cron. Workflows and outgoing webhooks can react to them.purchase-order.overdue.listProducts, getProduct, createProduct, updateProduct, listInventoryLevels, listPurchaseOrders, getPurchaseOrder, createPurchaseOrder and receivePurchaseOrder. See MCP.Receiving a purchase order through the API returns 409 APPROVAL_REQUIRED with an approvalId when an approval policy applies. See Approvals.
All paths are under /api/v1/organizations/{organizationId}.
| Resource | Operations |
|---|---|
/products | List, create, get, update, delete |
/products/{productId}/suppliers | Add, update and remove supplier links |
/inventory/levels | List levels for webshop stock sync |
/inventory/stock-records | List, create, update, archive |
/inventory/stock-adjustments | Adjust stock |
/inventory/locations | List and create locations |
/inventory/movements | List movements |
/inventory/allocations | List allocations |
/suppliers | List, create, get, update, delete |
/purchase-orders | List, create, get, receive |
Last updated on
Orders
Sales orders at /orders, with stock reservation, fulfillment through shipments, invoicing policies, digital delivery, returns and promotions.
Content
The /content hub for document and task templates with their lifecycles and automations, product brands, the product category tree, and organization tags.