Quick Inventory Management

A Salesforce Lightning application for managing warehouse inventory with QR code scanning, real-time stock tracking, and a complete audit trail.

Version: 1.0.0 | API Version: 66.0 | License: BSD 3-Clause

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Overview

Quick Inventory Management provides a centralized system for tracking physical goods across multiple warehouses and storage locations. Staff can scan QR codes on packages and storage locations to quickly add, remove, or transfer stock, with every transaction recorded for auditing.

Key Features

• QR Code Scanning - Scan package and location QR codes via camera (mobile or desktop) or manual entry
• Inventory Transactions - Add, remove, and transfer stock with full audit trail
• Real-Time Stock Levels - Current stock rolled up from individual package quantities
• Low Stock Alerts - Configurable thresholds per product
• Multi-Warehouse Support - Organize storage across warehouses and locations
• Mobile Ready - Works on desktop browsers and the Salesforce Mobile App
• Screen Flow Integration - Reusable QR scanner component for embedding in any Screen Flow

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Data Model

The application uses six custom objects:

Object	Description
Warehouse__c	A storage facility (e.g., warehouse, office storage room)
Storage_Location__c	A specific location within a warehouse (e.g., Shelf A1, Cabinet 3)
Product__c	A product SKU with stock levels, type, and low-stock threshold
Package__c	A single box/container of a product with its own QR code
Inventory_Transaction__c	An audit record of an add, remove, or transfer action
Inventory_Transaction_Line_Item__c	Per-package quantity changes within a transaction

Relationships

Warehouse__c
  └── Storage_Location__c (Master-Detail)
        └── Package__c.Location__c (Lookup)

Product__c
  └── Package__c.Product__c (Lookup)
  └── Inventory_Transaction__c.Product__c (Lookup)

Inventory_Transaction__c
  └── Inventory_Transaction_Line_Item__c (Master-Detail)
        └── Package__c (Lookup)

Key Automations

• Package creation auto-populates quantities from the parent Product's Quantity_Per_Box__c
• Transaction line item creation auto-updates the Package's Current_Quantity__c
• Package Status is a formula: Unopened, Partially Used, or Depleted
• Product Current Stock rolls up from all related Package quantities

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Components

Lightning Web Components

Component	Type	Description
inventoryScanner	App/Home/Record Page	Standalone inventory scanner with session management, search, and add/remove/transfer actions
qrScannerEngine	Internal (not exposed)	Reusable scanning engine supporting mobile native scanner, desktop camera (jsQR), and manual input
qrScannerFlow	Screen Flow	Flow-embeddable scanner that outputs a scanned record ID as a flow variable

Apex Classes

Class	Description
InventoryController	Main controller for QR lookups, transactions, stock summaries, and search
InventoryTransactionHandler	Trigger handler that updates Package quantities on line item insert
PackageHandler	Trigger handler that auto-populates Package quantities from Product on creation
InventoryController_TEST	Comprehensive test class covering all controllers and handlers

Permission Sets

Permission Set	Description
Quick Inventory Admin	Full CRUD on all inventory objects, manage warehouses and products
Quick Inventory User	Scan QR codes, create transactions, update packages; read-only on reference data

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Quick Start

Prerequisites

• Salesforce org with Dev Hub enabled (for scratch org development)
• CumulusCI installed (pip install cumulusci)
• Salesforce CLI installed
• Node.js installed (for Jest tests)

Setup

# 1. Clone the repository
git clone https://github.com/your-org/Quick-Inventory-Management.git
cd Quick-Inventory-Management

# 2. Install Node.js dependencies
npm install

# 3. Connect your Dev Hub (first time only)
cci org connect --org dev_hub

# 4. Create a scratch org with all metadata deployed
cci flow run dev_org --org dev

# 5. Open the org
cci org browser dev

First Use

1. Open the Quick Inventory app from the App Launcher
2. Navigate to Products and create a product (e.g., "Fall 2026 Magazine")
3. Navigate to Warehouses and create a warehouse with storage locations
4. Create Packages for your product (quantities auto-populate)
5. Print QR codes from Package and Storage Location record pages
6. Use the Inventory Scanner on the home page to scan and manage stock

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Documentation

Document	Description
Quick Start Guide	Get up and running in minutes
User Guide	Complete end-user instructions
Developer Setup	Development environment and workflows
Contributing	How to contribute to the project
Changelog	Version history and release notes
User Story	Original requirements and user story

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Development

Common Commands

# Deploy all changes
cci task run deploy --path force-app --org dev

# Deploy only LWC
cci task run deploy --path force-app/main/default/lwc --org dev

# Deploy only Apex
cci task run deploy --path force-app/main/default/classes --org dev

# Run Apex tests
cci task run run_tests --org dev

# Run LWC Jest tests
npm test

# Run Jest tests with coverage
npm test -- --coverage

# Open the scratch org
cci org browser dev

# Delete and recreate scratch org
cci org scratch_delete dev
cci flow run dev_org --org dev

Project Structure

Quick-Inventory-Management/
├── cumulusci.yml                  # CumulusCI configuration
├── sfdx-project.json              # Salesforce DX project config
├── package.json                   # Node.js dependencies (Jest, ESLint, Prettier)
├── eslint.config.js               # ESLint configuration
├── jest.config.js                 # Jest configuration
├── CHANGELOG.md                   # Version history
├── CONTRIBUTING.md                # Contribution guidelines
├── LICENSE.md                     # BSD 3-Clause License
├── config/
│   └── project-scratch-def.json   # Scratch org definition
├── docs/                          # Documentation
├── force-app/main/default/
│   ├── applications/              # Quick Inventory Lightning app
│   ├── classes/                   # Apex controllers, handlers, tests
│   ├── flexipages/                # App home page layout
│   ├── lwc/                       # Lightning Web Components
│   │   ├── inventoryScanner/      # Standalone scanner component
│   │   ├── qrScannerEngine/       # Reusable scanning engine
│   │   └── qrScannerFlow/         # Screen Flow scanner variant
│   ├── objects/                   # Custom object metadata
│   ├── permissionsets/            # Permission sets
│   ├── staticresources/           # jsQR library
│   ├── tabs/                      # Custom tabs
│   └── triggers/                  # Apex triggers
└── orgs/                          # Org-specific configurations

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Testing

Apex Tests

The project requires 75% minimum code coverage (configured in cumulusci.yml).

# Run all Apex tests via CumulusCI
cci task run run_tests --org dev

# Run specific test class via SF CLI
sf apex run test --class-names InventoryController_TEST --target-org Quick-Inventory-Management__dev --result-format human --code-coverage --wait 20

LWC Jest Tests

# Run all Jest tests
npm test

# Run with coverage report
npm test -- --coverage

# Run specific component tests
npm test -- qrScannerEngine

Code Quality

The project uses ESLint, Prettier, and Husky pre-commit hooks:

# Lint JavaScript
npm run lint

# Format all files
npm run prettier

# Check formatting
npm run prettier:verify

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License

BSD 3-Clause License. See LICENSE.md for details.

Copyright (c) 2026, Thad Dahlberg. All rights reserved.