Create Product
Product List Export
Download all products with SKU, name, and details for mass editing.
CLOUD-BASED INVENTORY
MatchBox
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MatchBox Account Access
Sign in to MatchBox to manage inventory, jobs, and pull sheets.
Create Location
Stock Adjustments
Inventory Lookup by Product or Location
Search by product, location, or both to view inventory.
Cycle Count
Count inventory by scheduled location so each pass reviews every product in that location instead of adjusting single product-location pairs.
Count by Location (Multi-Product)
Load one location and count all products there in a single pass.
Select a location to load products.
No location loaded.
Found a product at this location that isn't listed above? Add it here.
Work Week Plan
Generate and track location checks at 40 locations per business day until all locations are counted, then repeat.
No week plan loaded.
Generate a plan to begin scheduling location checks.
Daily Location Checks
View today's locations from the 40/day cycle plan. Weekend dates automatically roll to Monday.
No daily location plan loaded.
Load a date to view locations scheduled for cycle count.
Overstock Tracking
Move extra inventory into an overstock bucket, then release it back when needed.
No overstock moves yet.
Damaged Tracking
Isolate damaged inventory and move it back only after repair/inspection.
No damaged moves yet.
Reorder Report
Products below minimum quantity. Use the filter and paging controls to work through larger lists.
Import Packing Slip PDF
Upload a packing slip to auto-create products and build a receiving checklist.
Purchase Order Intake
Create a PO, then add packing slip line items below.
Add Purchase Order Items
Receiving Checklist
Use the checklist on the right to mark each PO item as received. Location allocation is not required.
Open Purchase Orders
No purchase orders yet.
Purchase Order Receiving Checklist
Select or create a PO to manage received checkoffs.
Active Jobs
Create or Edit Job
Add Cabinets & Trim
Select a job first to add items.
Job Items List
Select a job to view items.
Track Trips
Select a job first to add trips.
Trip Log
Select a job to view trips.
Job Updates from Site
Installers can leave a quick note and add photos from their phone.
Update Feed
Select a job to view updates and photos.
Jobs Ready for Pull Sheet
Select a job to open and print its pull sheet.
Select a job from the list to view its pull sheet.
Google Calendar
Users & Roles
Owner and admin accounts can update user permissions here.
Admin Access Control
Approve newly created accounts to grant sign-in access.
Color Active Status
Check to keep a color active. Uncheck to deactivate all products with that color.
No colors found yet.
Status
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