Inventory And Purchasing That Stay In Sync With Your Business

Get real-time visibility into stock levels, purchase orders, vendors, and equipment value, all in one connected system that keeps what's on the shelf matching what's in your books.

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CTI BOS Operations Overview
Inventory
1,284 Items Tracked
6 Low Stock Alerts
98% Stock Accuracy
12 Locations
Purchase Orders
42 Open POs
2 Past Due
97% On-Time
9 Awaiting Delivery
Stock By Category Inventory Value Trend

Manage inventory, purchasing, receiving, vendors, and equipment in one system. Know what is on hand, what is on order, where items are located, and what they cost without pulling information together from multiple places.

Know what you have, where it is, and what it costs.

Inventory & Purchasing works on its own or connects with other CTI solutions. When connected, receiving, inventory usage, purchasing, and technician activity can flow across the system automatically, reducing duplicate entry and keeping information consistent.

Key Features

What You Get

Every Part of Inventory & Purchasing, One System

Inventory

Track what's on hand across every location, so you always know what you have before you order more.

Purchase Orders

Create, approve, and track purchase orders in one place, from request through delivery.

Receiving

Check items in against what was ordered, and update inventory and your books automatically.

Vendors

Keep vendor pricing, terms, and contact info in one place instead of scattered across emails and spreadsheets.

Assets

Track equipment and fixed assets from purchase through depreciation, not just what's sitting on a shelf.

A Closer Look

See Inventory & Purchasing In Action

CTI BOS Inventory
Stock Overview
1,284 Items Tracked
6 Low Stock Alerts
98% Stock Accuracy
12 Locations
Stock By Category

See What You Have, In Real Time

Every item is tracked by location, so you know what's on the shelf, in the truck, or in the warehouse without walking out to check.

  • Stock levels by location, down to the shelf
  • Minimum & maximum thresholds by location
  • Serial tracking for items that need it
  • Tiered pricing for different customers
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CTI BOS Purchase Orders
Purchase Orders
42 Open POs
$18.4k Pending Approval
97% On-Time
9 Awaiting Delivery
POs Issued / Week

From Request To Delivery, In One Place

Create, approve, and track purchase orders without digging through email threads to find out where an order stands.

  • Custom approval workflows
  • Vendor & pricing history on every PO
  • Status tracking from request to delivery
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CTI BOS Receiving
This Week
27 Received
3 Partial Shipments
1 Damaged
24 hrs Avg Turnaround
Items Received / Day

Check It In, And Your Books Update Too

Receive items against a purchase order and inventory, and your books, update automatically, no manual re-entry required.

  • Match received items to POs
  • Automatic inventory updates
  • Flags for partial or damaged shipments
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CTI BOS Vendors
Vendor Overview
38 Active Vendors
94% On-Time Delivery
6 Preferred Vendors
$142k YTD Spend
Spend By Vendor

Every Vendor, Priced And Ready

Keep vendor pricing, terms, and contact info in one place, so getting a quote doesn't mean digging through old emails.

  • Vendor pricing & contract terms
  • Multiple vendors & UPC codes per item
  • Order history by vendor
  • Preferred vendor lists by item
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CTI BOS Assets
Asset Overview
214 Assets Tracked
$86.2k Book Value
12 Due For Service
98% Accounted For
Book Value Trend

Track Equipment From Purchase To Retirement

Know what equipment you own, who has it, and what it's worth today, not just what's sitting on a shelf.

  • Depreciation tracking
  • Assignment history by technician or location
  • Maintenance & service records
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How It Works

A Simple, Guided Process

A Quick Conversation

We talk through how you track inventory and manage purchasing today and where the gaps are.

01

We Set Up Your System

We load your items, vendors, and assets, and configure purchasing to match how your business orders.

02

You Review It

Before anything goes live, you look over the setup and tell us what to adjust.

03

We Go Live & Support It

Once you're up and running, we're the ones you call when something needs to change.

04
Common Questions

Inventory & Purchasing, Explained

Can this track inventory across multiple locations?

Yes. Inventory is tracked by location, so you can see what's on hand at each site instead of one combined number for the whole business.

Does receiving a purchase order update our books automatically?

Yes, if you're also using Financial Management. Receiving an item updates inventory and posts to accounts payable, so it's not entered twice.

Can we set approval limits on purchase orders?

Yes. Purchase orders can require approval before they go out, so spending stays visible before it happens instead of after.

What counts as an "asset" versus regular inventory?

Assets are typically equipment or fixed items your business owns and uses over time, like vehicles or tools, tracked with depreciation. Inventory is what you stock and sell or consume.

Does it work with the rest of the CTI System?

Yes. Inventory & Purchasing is part of the same system as Financial Management and Field Operations, so assets and materials used on a job can be tracked without re-entering them.

Can we limit who sees pricing or approves purchases?

Yes. Role-based permissions control who can view vendor pricing, approve purchase orders, or adjust inventory, so access matches each person's role.