Dashboard Overview:

The Dashboard gives you a high-level overview of your organization’s inventory performance.

• View your KPIs (Key Performance Indicators) to monitor inventory movement, cycle count efficiency, or variance. (KPIs explained at the bottom)
• Click on any KPI card to explore deeper insights and trend data.
• For more detailed information about each KPI, refer to the text guide located below this tutorial video.

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Reports Tab

The Reports tab lets you track and analyze your inventory performance over time.

• Switch between SKUs to see historical data trends by date and location.
• Toggle between unit mode and weight mode to view inventory changes in your preferred format.
• Export reports by custom date range for internal records or auditing.

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Containers Tab

The Containers section lists all active CloudBox smart containers currently set up in your system.From here, you can:

• Set alerts for any container:
  
  • Weight Threshold Alerts: Trigger when a container’s weight goes above or below preset values.
  • Unit Threshold Alerts: Trigger when container quantities in unit mode cross your defined thresholds.
  • Unit Deviation Alerts: Notify you when an incorrect SKU is detected in a container.
• Group containers by SKU name to simplify tracking products stored across multiple containers.
• View or edit container details directly within the list.

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Inventory Tab

The Inventory tab displays all your SKUs and associated data.

• Upload SKU Data:
  
  • Click Upload SKU Data to import your full product list.
  • You can use the provided CloudBox CSV template, which includes columns for Category, Name, Tracking ID, Unit Weight, Expiration Date, and Description.
  • Only the Name field is required; all others are optional.
  • If your inventory list is already exported from your Point of Sale or Metrc/BioTrack, simply drag and drop it into CloudBox.
• Mapping Your Columns:
  
  • If you used the CloudBox template, the system automatically maps your columns.
  • For other CSVs, you’ll manually align CloudBox’s columns with your own (e.g., Name → Product Name, Tracking ID → MetrcID/BioTrackID, etc.).
• Edit SKUs Manually: Update SKU details, unit weights, or descriptions as needed.
• Export Data: Download SKU or container data at any time.
• Run Cycle Count Reconciliation:
  
  • Compare CloudBox inventory with your Point of Sale or Metrc/BioTrack data to find discrepancies.
  • Upload your exported inventory list, and CloudBox will automatically map the columns (if template-based).
  • Set a discrepancy tolerance threshold, for example, 10% to avoid flagging small variances (e.g., 20 units ± 2).
  • Review results, reconcile discrepancies, or export reports for recordkeeping.

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Alerts Tab

The Alerts tab consolidates all triggered notifications from your containers. You can also manually add new alerts here. There are two main alert types:

• Threshold Alerts: Based on weight or unit limits.
• Deviation Alerts: Triggered when incorrect SKUs or unexpected inventory appear in a container.

This feature ensures you’re always aware of potential discrepancies or operational issues in real time.

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Rooms Tab

The Rooms tab helps you visualize and track where your inventory is stored throughout your facility.

• Think of Location as your overall site (e.g., John Smith’s Grocery Store).
• Think of Placement as the specific area within that location (e.g., Storage Room A, Front Retail, Vault, or Rack B in Warehouse).
• Rooms let you map inventory flow and automate tracking at both the location and placement level, giving you total visibility across your supply chain.

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Users Tab

The Users tab allows you to manage team access and permissions.

• Create Roles: Assign roles such as Administrator, Manager, or Employee.
• Set Permissions: Grant or restrict access to specific modules or functions.‍
• Invite Users: Send invitations to team members to join CloudBox using the roles you’ve defined.
  Depending on your subscription plan, you may be limited in how many users you can invite.

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KPI Cards Explained:

• Turn Over Rate: This shows how your inventory performs relative to its normal patterns. Higher rates mean SKUs are being updated as expected. Lower rates may indicate operational issues or changes in demand.
• Low Stock Alerts: Intelligently identifies SKUs that are unusually low based on their historical patterns. This dynamic approach prevents false alerts for SKUs that naturally maintain lower stock levels.
• Overstock Alerts: Identifies SKUs that are overstocked relative to their typical levels. This helps optimize storage and identify slow-moving inventory that may need attention.
• Dead Stock: Dynamically identifies stagnant inventory based on each SKU's normal activity pattern. SKUs that typically move slowly won't be flagged unless they're unusually inactive.
• Expired Items: Items past their expiration date that require immediate attention. These should be removed from active inventory and properly disposed of according to regulations.
• Update Activity: Measures how well your team is maintaining inventory relative to normal patterns. Accounts for containers that naturally update at different frequencies.
• Avg Days: Lower numbers indicate more frequent inventory updates. This helps identify if overall inventory management is slowing down.
• Update Trend: Shows if inventory management activity is increasing or decreasing. Positive trends indicate improving operational efficiency.
• Need Updates: Intelligently identifies containers that are overdue for updates based on their individual patterns. Prevents false alerts for containers that naturally update less frequently.
• Stock Velocity: Indicates what portion of your inventory is actively moving. Higher percentages suggest good product diversity and sales distribution.
• Inventory Health: Overall inventory health score. Higher percentages indicate most of your SKUs are at optimal levels with good turnover.

• Use groups and filters within the Containers and Inventory tabs to quickly find items by SKU, date, or room.
• Schedule regular cycle count reconciliations to maintain clean, accurate data.
• Set tolerances based on your company’s shrinkage or variance policy to reduce noise in alerts.
• Use Rooms to automate reporting and isolate problem areas by location.
• Regularly export reports and cycle counts for auditing, compliance, and historical trend tracking.
• Assign user roles thoughtfully: administrators for full access, and restricted roles for operators or staff handling only specific areas.