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Inventory

Add inventory items and stocking places

Describe the things you stock, and the places they can sit. A yard, a customer site, a truck, and a worker are all just places.

Items describe the thing, not the amount

Open Inventory, then Items, and add what you stock. An item describes the thing; how many you have arrives later with movements, and always belongs to a place. Three choices shape how each item behaves:

  • How it is counted: Bulk for anything interchangeable such as mats, gloves, or oil, or Serialized for a unit you identify one by one.
  • Comes back: on for rentals and tools, off for anything consumed such as PPE or filters.
  • Billable: on if time on a customer site is charged. Set the rate and how it is charged: per day, week, month, or unit.

You can also set a reorder point for low-stock alerts and group items with categories. A serialized unit that also needs a service life can link to an Equipment record; Inventory tracks where it is, Equipment tracks its condition.

Stocking places are where stock sits

Open Inventory, then Stocking Places. A place is one of several kinds, and most point at something you already have:

  • Yard: your own yard or shop, the usual home for stock.
  • Customer site: a customer or lease site where your stock sits while it is out.
  • Vehicle: a truck, backed by an Equipment record. Loading a truck is a move, not a special case.
  • Worker: tools checked out to a person.
  • Vendor or Job: a supplier holding your stock, or a project that consumes it.

Because every one of these is just a place, a rental, a tool check-out, truck stock, and a write-off are all the same kind of move with different ends.

The two built-in places

Turning the module on creates two places you cannot remove: In transit, a load that has left one place but not arrived at the next, and Loss and write-off, where damage, shrinkage, and count corrections land. They keep the numbers honest, and they never show up as somewhere a worker could be assigned.