Inventory Management Administration

 Inventory Management Administration

The Administration module allows users with elevated permissions to manage key configurations that support all inventory operations. This includes master data, classifications, history logs, and system settings.

?️ Categories

Categories help organize and filter inventory items by type or use case — such as Tools, Electrical, Vehicles, etc.

How to Access:

1. Navigate to Inventory Management > Administration.

2. Click the Categories tab.

What You Can Do:

• Create a new category: Click “Add New Category” and enter a name and description.

• Edit existing categories: Modify names or reclassify category assignments.

• Archive categories no longer in use (if supported by your system).

Best Practice:

• Keep category names broad but clear (e.g., “Mechanical” vs. “Pipes - Small”).

• Avoid duplicates; check before creating a new category.

? Master Items

Master Items are the base templates for catalog items. Each master item defines core properties (classification, UoM, etc.) that apply to all its cataloged instances.

How to Access:

1. Go to Inventory Management > Administration > Master Items.

Key Actions:

• View all master items across the organization.

• Edit details such as name, classification (Equipment/Part), and UoM.

• Search/filter by name or classification.

Notes:

• Changes to a master item affect all linked catalog items.

• You cannot delete a master item that’s actively in use — archive it instead.

? Catalog Items

Catalog Items are the trackable instances of master items, used in actual inventory transactions.

How to Access:

1. Navigate to Administration > Catalog Items.

Features:

• View full list of catalog entries including:

  • Serial numbers

  • Fair market value

  • Stock status

  • Condition

• Edit catalog item data (e.g., value, storage location, condition).

• Search by item name, category, or custom attributes.

When to Use:

• Update asset values or conditions

• Review available stock per facility

• Deactivate obsolete catalog entries

? Transaction History

The Transaction History tab shows a detailed log of all inventory movements and actions — useful for audits and troubleshooting.

Access:

1. Go to Administration > Transaction History.

What's Included:

• All historical records for:

  • Receipts

  • Transfers

  • Disposals

  • Adjustments

  • Sales

• Includes date, item, quantity, condition, source/destination, and user.

Tips:

• Use filters to narrow by transaction type or date range.

• Export logs for compliance or financial tracking.