The Inventory Management functionality on Cloud has two layers. The first layer, Basic Inventory, includes fundamental Inventory Management capabilities that track product quantities across inventory locations and allow you to allocate the required quantities to projects and service calls. The second layer, Advanced Inventory, provides additional capabilities that let you track individual products using unique IDs, allocate specific products by their serial numbers in projects and service calls, and create unique QR labels for each product to manage every asset in inventory locations.
Upgrading to or enabling Advanced Inventory is optional; you can continue to use Basic Inventory if you wish.
Here are the features available with Advanced Inventory.
#1 Identify individual assets
With Advanced Inventory enabled, you have two unique IDs to identify assets under the purview of Inventory Management.
Tracking ID: an alphanumeric, randomly generated value stored in the Cloud database. For example, 019e1a31-01ab-7646-a444-462385c6e189. This value cannot be changed.
Asset ID: by default, the asset ID is the complete product name with special characters removed, followed by a hyphen (-), followed by the complete part number, and a 4-digit number starting at 0001 and incrementing as you check in more items of the same type. For example, Apple-APPLETV4KWIFI-MN873LLA-0001. You can update the asset ID for each asset or in bulk.
#2 Add asset-level details
You will be able to add additional details, such as serial number, MAC address, IP address, firmware version, and notes for each asset. This will help you allocate assets of specific serial numbers to projects and service calls.
You can add the details in a tabular view or import them from a CSV file.
Check out these articles for more details.
#3 Advanced item management options
With only Basic Inventory enabled, the product-level details are displayed in a side panel.
With Advanced Inventory, you will have more options to manage the inventory-tracked items. The options include moving specific assets across inventory locations, printing their QR labels, updating their details, and checking in items into locations.
Check out these articles for more details.
#4 Allocate products to projects and service calls
In the Project details or Service Call details view, you can allocate assets by specific serial number. This gives you visibility into what assets are reserved for projects and service calls.
Check out this article for more details.
#5 Print QR labels for products
With Advanced Inventory, you can configure the QR label format and print QR labels. By attaching QR labels to product packaging, you can now easily locate them in inventory locations and allocate them to projects and service calls.
Check out this article for more details.
#6 Use the Handheld Scanner integration
Advanced Inventory allows powerful Handheld scanner integration and capabilities. A USB scanner is recommended during the current 2026 beta phase, until mobile flows are finalized (estimated launch Q326).
You can use the Handheld scanner integration to:
Check in inventory-tracked items using a UPC scanner
Scan to rapidly capture serial numbers of inventory-tracked items at the point of receipt, or wait until later and capture serials using the bulk edit feature alongside your scanner.
Move inventory-tracked items across inventory locations, allocate specific assets to projects and service calls using a QR code scanner
You can also use the onboard camera on your computer or phone to scan the UPC, QR code, or serial number on the items' packaging, just as if using a USB scanner
Check out this article for more details.