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Welcome to the Carpe Inventory IQ knowledge base. Guides, tutorials, and FAQs to get you up and running.

Getting Started

Step-by-step guide to connecting your first marketplace, importing data, and going live.

Catalog Setup

How your product catalog is built during onboarding — automatic SKU matching, confidence scoring, and the CSV round-trip for large catalogs.

Getting Your SKUs Ready

Why SKU hygiene is the single biggest predictor of a smooth onboarding — the four problems we see most, and how we help you fix them.

Combining Duplicate SKUs

When two or more SKU records are really the same product, merge them into one primary — moving every channel mapping and all history onto the code you keep.

Deleting & Deactivating SKUs

How to remove products you no longer sell and unwanted imported listings — one at a time or in bulk — why it's a reversible archive, and how to reactivate a SKU later.

Discontinued Products

Mark a SKU discontinued to sell it all the way to zero and drop it from reorder suggestions, without deactivating it — plus the sold-out badge and one-click deactivate that follow.

Importing Raw Materials

Step-by-step guide to importing raw materials with supplier part numbers and costs via CSV.

Importing Case Packs

Turn multipack listings into automatic recipes that draw from one stocked item, via CSV.

Migrating from Finale Inventory

The guided importer that brings your catalog, bills of materials, and marketplace links across using the files Finale already exports — no reformatting.

Default Location Selection

How the app pre-selects a default location everywhere you choose one — receiving, transfers, counts, and builds — so you never pick the same warehouse twice.

Importing Shopify Bundles as BOMs

Turn the bundles you built with the Shopify Bundles app into Bills of Materials, so bundle sales track their components and cost of goods.

Importing Inventory Levels

How to bulk-set inventory quantities via CSV — for initial stock setup, migration from another system, or periodic corrections.

Stock Adjustments

How to add returned or found units back to stock, remove damaged inventory, or process bulk adjustments via CSV — with full ledger traceability.

Lot & Expiry Tracking

Track lot numbers and expiry dates per SKU — capture lots at receiving, trace which orders shipped a lot, and catch expiring stock before it ships.

Connecting Marketplaces

How to connect Amazon, Walmart, and eBay, import your catalog, and map marketplace SKUs to your internal inventory.

Shopify POS Support

How in-store sales decrement the retail location, how each Shopify location is pushed back independently, and what's supported today.

Reorder Suggestions

How Carpe Inventory IQ calculates what to reorder, when, and how much — including BOM component demand, lead times, and safety stock.

The Potential Column

How the Inventory page shows the additional units you could have — counting open purchase orders and what's buildable from components.

Accounting Integrations

Live QuickBooks Online and Xero integrations. Bills, manual journals, and daily cost-of-goods-sold post directly to your books — tagged by sales channel.

FBA, FBM, WFS — What's the Difference?

How Carpe Inventory IQ tracks each fulfillment type and why it matters for your inventory counts.

Automated FBA, AWD & WFS Transfer Tracking

How Carpe Inventory IQ detects Amazon and Walmart inbound shipments and automatically decrements your warehouse inventory — no manual transfers needed.

Team Members & Roles

How role-based access control works — Owner, Manager, Warehouse, and Viewer roles. Control what each staff member can see and do.

Resetting Your Password

Locked out? Use the Forgot password link to get a secure, single-use reset link by email, choose a new password, and get back into your account.

FAQ

Answers to common questions about Read-Only mode, Full Sync, Dynamic Cloak™, landed costs, transfers, inventory valuation, and more.

Contact Us

Can't find what you need? Reach out and we'll help you directly.

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Popular topics

What is Read-Only mode vs. Full Sync?How do I get my SKUs ready before importing?I have two SKUs for the same product — how do I merge them?How do I delete a SKU?Can I bulk-delete SKUs I don't sell anymore?How do I mark a product discontinued so it sells out completely?How is discontinued different from deactivating a SKU?Why don't Amazon parent variation listings appear in my catalog?How do I remove imported Amazon parent products?How do I reactivate a deactivated SKU?What is a confidence score?How does the CSV round-trip work?How do I connect Amazon, Walmart, or eBay?How do I map marketplace SKUs?Does Carpe Inventory IQ work with Shopify POS?How are in-store sales tracked?Will my retail location share inventory with my warehouse?How do I go live on a marketplace?How does Inventory Reserve work?How does Dynamic Cloak protect me?What's the difference between FBA and FBM?How do I disassemble finished goods back into components?What’s the difference between Unbuild and Reverse Build?How do I migrate from Finale Inventory?How do I import BOMs from Finale?How do I import inventory levels from a CSV?How do I add returned items back to stock?How do I remove damaged or written-off inventory?How do I adjust stock for returns or shrinkage?What's the difference between Adjust Stock and Import CSV?How do reorder suggestions work?Does reorder planning include BOM components?How many units could I have once my purchase orders arrive?Can I rename the Potential column?How do automated FBA and WFS transfers work?How often does FBA/WFS shipment detection run?How do purchase orders work?How are purchase order numbers generated?Can I customize the PO number format?Where do purchase orders ship to?Can I duplicate a purchase order?Can I change the expected date on a confirmed PO?How do I add landed costs to a transfer?How does per-location inventory valuation work?How to Switch from another IMS Do you support 3PLs or multi-warehouse shipping?How do I set my primary shipping location?Does Carpe Inventory IQ support dark mode?How do I connect QuickBooks Online?How does the live QuickBooks posting work?What if a posting to QuickBooks fails?How do I connect Xero?What's a Xero Tracking Category, and why do I need one?What accounting reports are available?Can I export bills for QuickBooks or Xero?How does the COGS by Channel report work?How do I export inventory adjustments?Can I push my cost of goods to Shopify?What's the difference between weighted average cost and last purchase cost?Why is my Shopify cost different from my average cost?What does the Re-sync all costs now button do?How do I downgrade or cancel my subscription?What happens to my data if I uninstall?Can I resubscribe after cancelling?What roles are available and what can each do?How are team members added?How do I change a staff member's role?Can I revoke a staff member's access?What are bin (pick) locations?How do bins work during a physical count?Can I email reports to my accountant?

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