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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.

Importing Raw Materials

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

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.

Connecting Marketplaces

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

Reorder Suggestions

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

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.

FAQ

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

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Popular topics

What is Read-Only mode vs. Full Sync?What is a confidence score?How does the CSV round-trip work?How do I connect Amazon or Walmart?How do I map marketplace SKUs?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 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 do automated FBA and WFS transfers work?How often does FBA/WFS shipment detection run?How do purchase orders work?Can I duplicate a purchase order?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?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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