Restocking Feature

The Restocking feature is an inventory management system designed to help you track consumable items across your properties, monitor stock levels, and automate the restocking process. It's particularly useful for property managers, short-term rental hosts, and facility managers who need to maintain adequate supplies.

The Restocking section (previously called Inventory) allows you to track the inventory of items in your property. To track maintenance on items, check our Maintenance Tracking section here.

Core Capabilities

1. Inventory Tracking

• Multi-property support: Track inventory across all properties from a single dashboard
• Item management: Add, edit, and organize consumable items (e.g., toilet paper, coffee, dish soap, linens)
• Visual indicators: Items display with category icons for quick recognition
• Property filtering: View inventory for all properties or filter by specific property
• Search functionality: Quick search across all inventory items
• Export capability: Download inventory data as CSV for external analysis

2. Stock Level Monitoring

Each inventory item tracks three key quantities:

• Current Quantity: The actual number of items currently in stock
• Minimum Quantity: The threshold that triggers low stock alerts
• Maximum Quantity (optional): The ideal maximum stock level

Visual alerts: When current quantity falls below minimum, the system displays a warning icon, making it easy to identify items that need restocking.

3. Quick Inline Editing

• Direct quantity updates: Edit current and minimum quantities directly in the table view
• Real-time sync: Changes save automatically and update across the system
• Efficient workflow: No need to navigate to separate edit screens for simple updates

How It Works

Here are some examples of the Restocking interface:

TIDY helps you to track inventory in a few ways. At a high level, it works in the following way:

1. You add objects to your property that you want tracked.
2. For objects, you can set the current quantity level.
3. For any objects, you can add a minimum quantity level, if you want to create low stock alerts.
4. On your To-Do list for jobs, you can add tasks for pros to check the inventory. When the pro completes the inventory check, it will update the "current quantity level" for the object they checked.
5. If the "current quantity level" ever goes below or reaches the minimum quantity level, a low stock alert will be created in TIDY.

Automated Restocking Workflows

The feature includes an onboarding flow that helps you set up automated restocking:

Setup Options

You can choose how to start:

• Upload existing inventory list: Import items from a CSV file
• Start with popular items: Begin with a curated list of commonly needed consumables (toilet paper, paper towels, soaps, detergents, coffee, etc.)

Workflow Configuration

During setup, you specify:

• Preferred vendor: Where to order items (Amazon, Walmart, etc.)
• Shipping destination: Where items should be delivered (central office, property address, etc.)
• Stock parameters: Current quantity, minimum threshold, and maximum quantity for each item

Item Details

Each tracked item can include:

• Item name and category
• Current/min/max quantities
• Preferred ordering source (where_to_order)
• Shipping/restocking notes
• Cost information
• Low quantity alerts (enabled/disabled)
• Photos for reference

Managing Your Inventory

Once you have added items with inventory tracking enabled, the Inventory Section will list the current and minimum quantities of all items according to the properties they are added. You can edit items and quantities at any time. To edit the Current and Minimum quantity, you just need to click on them on the Restocking main page and you'll be able to enter new values.

If you wish to edit other fields, here is how to do so:

• Go to the Restocking section of your app:

• Click on the item you wish to change, and then tap "Edit"

You can define both a minimum and maximum restocking price, as well as set an alert to notify you when inventory is approaching the minimum threshold—this is referred to as the Opportunistic Order Level.

For example, if your Minimum Quantity is set to 10 and the Opportunistic Order Level is 12, you'll receive a notification when a pro reports either of these numbers.

Additionally, TIDY allows you to specify a Min and Max Restocking Price, provide instructions to pros on where and when to purchase items, and include general notes for further guidance.

Once an item is added and has been changed, you can also keep track of all changes made, by clicking on the icon, on the Restocking page.

You can also access and edit your items in the property section of your app; it is easier to visualize in case you only wish to update one property.

User Interface Features

Desktop Experience

• Search bar: Filter inventory in real-time
• Property selector: Dropdown to view specific property or all properties
• Add item button: Quick access to add new inventory items
• Export button: Download current inventory view as CSV
• Sortable table: Click column headers to sort by property, item name, quantities

Mobile Experience

• Touch-optimized: Tap items to view details
• Responsive layout: Full-screen navigation with search capability
• Add button: Floating action to add new items

Common Actions

• View item details (click any row)
• Edit item properties (three-dot menu or edit icon)
• Navigate to property details (click property name)
• Add new consumable items
• Contact concierge for restocking assistance

Integration Points

The Restocking feature connects with:

• Property management: Each item is associated with specific properties/addresses
• Room objects: Items are stored as "room objects" in the system with consumable: true flag
• Concierge services: You can create concierge tasks for restocking items
• Onboarding system: Guided setup flow tracked via inventoryAutomation goal
• Cleaning checklists: Option to add items to cleaning verification checklists

Key Technical Details

Data Model

• Items are categorized (mugs, plates, cleaning supplies, appliances, etc.)
• Each item has installation date, state (active/inactive), and description fields
• Support for both generic items and specific models (e.g., "Wine Glass" vs "Wine Glass - Champagne Glass")
• Pagination support for large inventories (100 items per page)

Search & Filter

• Minimum 2 characters to trigger search
• Searches across item names and properties
• Debounced search (300ms) for performance

User Benefits

• Visibility: See at-a-glance what needs restocking across all properties
• Proactive management: Low stock alerts prevent running out of essential items
• Time savings: Inline editing and bulk operations reduce administrative time
• Consistency: Standardized inventory tracking across properties
• Automation ready: Foundation for automated ordering workflows and alerts
• Data-driven decisions: Export capabilities for analyzing usage patterns

This feature is accessed via the main navigation menu (labeled "Restocking" or "Inventory") and is designed for both property owners/managers and staff who need to monitor and maintain supplies.