Inventory Management: Efficiently Organizing Your Resources

Created by JR Formenti, Modified on Wed, 7 May at 10:57 AM by JR Formenti

Accessing Inventory Management

To access the Inventory Management module:

Log in to the web application.
From the left-hand sidebar, expand Inventory Management.
Click on Dashboard to access a real-time overview of your inventory operations.

The dashboard provides a live snapshot of all key inventory statistics across your organization. Here's what each tile represents:

At the top of the screen, you’ll find shortcuts to common tasks:

New Transaction: Record movements such as purchases, sales, transfers, and refurbishments.
New Item Master: Add new master item templates used across multiple catalog entries.
New Catalog Entry: Create catalog items with specific data (condition, location, images, etc.).

Items Moved Today / This Month: Displays how many unique items have been recorded in inventory movements.
Value Moved Today / This Month: Total dollar value of items moved.
Total Items in Stock: All units currently on hand.
Total Inventory Value: The monetary worth of all in-stock items.
‘In Use’ Quantity: Items currently checked out, installed, or otherwise not in storage.
Facilities with Stock: Count of locations with active inventory.
Low Stock Items: Items flagged as low based on predefined thresholds.
Catalog Items Defined: Total number of catalog entries (includes make, model, specs, etc.).
Master Items Defined: Number of reusable templates used to speed up catalog creation.
Total Categories: All item classifications (e.g., Parts, Equipment, PPE, etc.).