Help
Get practical support for inventory upload, supply needs, quotes, orders, delivery proof, invoices, documents, and network requests.
Help detail
Upload Inventory Catalogue
Prepare a CSV, Excel, or PDF catalogue so active project needs can match to available stock.
Help record
Upload Inventory Catalogue
Prepare a CSV, Excel, or PDF catalogue so active project needs can match to available stock.
Inventory
Available
Available
Open inventory
Linked record context
This record is kept tied to its governing object so state, source, and next action remain clear.
Inventory
| Field | Why it matters | Signal |
|---|---|---|
| Linked record | Primary object this record is tied to. | Inventory |
| Record signal | The main amount, package, delivery, or capital signal to inspect. | Available |
| Status | Current visible state for this role. | Available |
| Next gate | Next allowed action or review step. | Open inventory |
Help workflow
Review the record summary, status, related facts, evidence, and next gate before taking action.
Product name
Category
Available quantity
Lead time
Delivery area
Certification notes
Evidence and source path
Evidence should stay near the decision it supports and remain visible to the right role only.
Product name
Category
Available quantity
Lead time
Delivery area
Certification notes
Record packet
The record packet keeps the visible facts, source state, and allowed action in one place before the user moves deeper into the workflow.
Available
| Signal | Visible value | Why it matters |
|---|---|---|
| Linked record | Inventory | Shows the governing object this record belongs to. |
| Record signal | Available | Highlights the main value, delivery, capital, or performance signal. |
| Next gate | Open inventory | Clarifies what the user can inspect or do next. |
| Source state | Source-backed | Keeps placeholder, source-backed, and planned integration data separate. |
| Visibility | Permissioned Register view | Protects private bids, quotes, payments, and restricted diligence fields. |
Record lifecycle
This record follows a source-backed review path before any governed action is taken.
| Stage | Owner | Signal | State |
|---|---|---|---|
| Record opened | Register | Inventory | Complete |
| Current state | User | Available | Available |
| Next action | User | Open inventory | Next |
| Decision support | Reviewer | Evidence and source boundary | Pending |
| Outcome | Governed workflow | Human-controlled outcome | Planned |
What to include
A useful catalogue gives the matching engine enough product, stock, and delivery information to identify strong supply needs.
After upload
Matched needs appear in Supply Needs and can be opened before starting a quote package.
Inventory and supply need matching
CSV, Excel, or PDF catalogue
Inventory upload improves matching but is not required to browse needs
Supplier-provided catalogue data remains permissioned
Record facts
Inventory and supply need matching
CSV, Excel, or PDF catalogue
Inventory upload improves matching but is not required to browse needs
Supplier-provided catalogue data remains permissioned
Governed action guardrail
Atlas may summarize this record, explain gaps, and draft questions. It cannot approve, deny, publish, pay, award, select, or execute the next governed action. Human owners remain responsible for every decision gate.