Track inventory by monthly period

Create and manage inventory records by month so counts and value can be reviewed period by period instead of living in one running list.

Organize inventory by category and storage

Use category and storage location fields to keep inventory easier to count, review, and sort across different areas of the kitchen or operation.

Reset counts without rebuilding the period

Clear quantity values for a fresh counting pass while keeping the item structure intact, which helps speed up repeat monthly inventory work.

Start counts from saved ingredient records

Build inventory periods using items already saved in your ingredient library so monthly counts are faster to prepare and more consistent.

Review inventory value for the selected month

See total inventory value and item totals for the active period so each month gives a clearer picture of what is currently being carried.

Export inventory records when needed

Export the current inventory period to Excel when records need to be reviewed outside the app, shared, or kept for reporting support.

Record on-hand quantity and unit cost

Track each item with its counted quantity, unit cost, and total value so inventory review is tied to both product count and dollar impact.

Copy structure forward into a new period

Carry the previous month’s inventory structure into a new month so recurring items are already in place before fresh counts are entered.