Inventory is the list of every aircraft your workspace holds on Wingform. This article explains how to find the aircraft you need, how to work with the list, who can see and manage each listing, and how a listing connects to your clients and your CRM.

To add an aircraft, see Listing Creation Process.

The Inventory page

On a computer, Inventory opens as a table; on a phone, it shows cards.

Select Add aircraft to create a listing. Select a row to open the listing.

Sort and page size

Click the Aircraft, S/N or Year column header to sort the whole inventory by that column; click again to reverse the order, and a third time to clear it. Sorting covers all your listings, not only the page on screen.

  • Aircraft sorts by make, then model.
  • Year sorts as a number, so 999 comes before 2015.
  • S/N sorts the numbers naturally ("17" before "114"), then by the full text. Serial numbers with letters or dashes, such as "750-0042", are ordered by their first number.
  • Listings with no value in that column always come last.

At the bottom of the table choose how many rows to show per page: 20, 40 or 50.

Search and filters

  • Search finds listings by make, model, serial number or registration number.
  • Active / Archived switches between your live listings and your archive. The number next to each shows how many listings are in it. See Archiving.
  • Off-market shows only the listings you have marked off-market.
  • In transaction shows only the listings that are part of an active deal. It is available on the Active side only.
  • All managers is a drop-down: choose a manager to see only the listings they manage.

Filters combine with sorting and search. Clear the filters to return to the full list. If your account covers several companies, a row of company chips at the top narrows the inventory to one company.

Who sees and manages a listing

Access is set per listing.

  • The Authorized Executive (AE) and Admins of the company that owns a listing can always see it and open it, and can assign managers to it. They do not need to be added to each listing.
  • A representative sees only the listings they created or were given access to.
  • A manager of a listing is a representative with Full access to it. A person with View only access can see the listing but not change it.

Choosing managers in the table

You can assign managers right in the Managers column. Click the managers cell to open a list of checkboxes, tick the people who should manage the listing, and each change is saved at once. The panel stays open so you can tick several people.

  • The AE appears in the list too, with a note, because the AE is often the practical manager of an aircraft.
  • A person without a seat shows a No seat note and cannot be ticked until they have one.

Permissions on a listing

Open a listing and choose Set Permissions from the More actions menu to see every representative with a choice of Not assigned, View only or Full access. This is the same setting as the Managers column, shown in full.

Workspace roles and these per-listing permissions are separate: see Workspaces & Team Management for roles.

Private details on a listing (Notes tab)

Each listing has a Notes tab visible only to the side that owns it. Buyers and invited clients never see it. It holds:

  • Off-market — your own marker for an aircraft you hold but are not offering. It changes nothing that buyers see.
  • Archived — moves the listing to your archive (see below).
  • Purchase price and Target price, each in the currency you choose.
  • Link — the listing's page on your own website. Open next to it opens that page in a new tab (only for addresses starting with http:// or https://).
  • Principals — the clients the listing is held for (see below).
  • Leads — CRM leads interested in this aircraft (see below).

Archiving

Switch Archived on in the Notes tab to take an aircraft out of your default inventory list. It then appears under Archived, and you can bring it back by switching the toggle off.

  • Archiving affects only your own list. The listing itself is not deleted or changed.
  • A listing that is in a transaction cannot be archived.

Principals: whose aircraft is it

If you are a broker, mark which of your clients each aircraft is held for. On the Notes tab, add them under Principals. You can only choose from your own clients.

The listings then show on the client's row in your clients table, so you can see at a glance which aircraft belong to which client.

Leads: who is interested

Link CRM leads to a listing to see who is interested in the aircraft.

  • On the listing's Notes tab, use Add a lead and search your leads. Select the lead to link it. The linked leads show with a link that opens the lead in the CRM.
  • To remove a link, use the unlink button next to the lead. This only takes the aircraft off the lead's interests; the lead stays in the CRM.
  • The Inventory table shows the lead names in the Leads column.
  • In the CRM leads table, the Aircraft column shows the serial number next to the aircraft, so leads and listings are easy to match.

See Creating CRM Records for how leads work.

Sharing a listing with a client

Use Invite client on the listing to send it to a buyer with your offer terms, and Manage Invites to follow each invitation. See Aircraft Client Invitations.

Practical notes

  • The table, the sort order, the page size and the filters are kept in the page address, so you can bookmark or share a particular view with a teammate who has the same access.
  • Aircraft that other brokers invited you to appear in your inventory with a By Invite label.
  • Delete Listing (in the More actions menu) is available only to people allowed to delete the listing. To remove an aircraft from view without losing it, archive it instead.