WinterSky Inventory Management System

Complete Roadmap: QBO → New Inventory System → Knowify (via Zapier) → QBO

System Architecture

Component Breakdown

Field Workers

Scan QR, request pulls

Admin Users

Approve/reject pulls

Receiving Clerk

Log received inventory

Web Interface

Admin dashboard

Mobile Interface

QR scanning & pulls

API Layer

Business logic & routing

PostgreSQL DB

All inventory data

Integration Services

QBO & Zapier connectors

Core Modules

📥 Import Module

  • Connect to QBO API
  • Scheduled sync (cron job every 4-6 hours)
  • Fetch new/updated purchases
  • Smart flagging algorithm
  • Admin review queue
  • Manual sync override

📦 Receiving Module

  • View pending purchases
  • Log quantities received
  • Generate QR codes
  • Update stock database

📱 Mobile Scanning

  • QR code scanner
  • User authentication
  • Auto-populate material info
  • Job & quantity input

✅ Approval Workflow

  • Review pending pulls
  • Approve or reject
  • Add notes/comments
  • Notification system

🔢 FIFO Engine

  • Track purchase dates
  • Calculate oldest inventory first
  • Allocate costs to jobs
  • Generate cost reports

⚡ Zapier Integration

  • Webhook endpoint setup
  • Format job cost data
  • Trigger on approval
  • Error handling & retry