(2024.1) Inventory

Inventory Navigation Menu
Inventory Navigation Menu

The Inventory module offers Users unprecedented access and insight into the Equipment currently owned or in use by their organization. In this section, a User can locate or transfer any piece of available Equipment and establish a strict protocol for the Equipment's usage. A User can also create new Equipment types and categories from the Equipment Catalog.

Inventory Equipment Grid
Inventory Equipment Grid



Inventory:(2024.1) Equipment grid

Double-click any piece of Equipment and see its exact Location, Owner or primary point of Contact, detailed billing protocol, specific identification information, a detailed description of its usage in the network, and any Remarks or important information that accompany it.

Inventory:Warehouses grid

Double-click any Warehouse and see its exact Location and type, each piece of Equipment it houses, and a list of Contacts associated with the facility and its Equipment.

Far more than a simple monitoring tool, the Inventory function also encourages Users to interact with their Equipment. Users can order new Equipment to a Warehouse, initiate Bulk Transfers of Equipment between storage facilities, and even set default Reorder points to ensure a fully-stocked Inventory across a large network of Locations.

(2024.1) Inventory Overview grid

See a broad overview of Equipment on hand and where it is located. From here, actions like ordering more Equipment, Bulk Transfers, and Reorder Thresholds can be set.

Inventory:(2024.1) Warehouse Actions grid

Select multiple Equipment to Stage, Pick Up, or Return to a Warehouse.

Inventory:(2024.1) Purchase Order grid

Create and manage Purchase Orders from specific Vendors in a Warehouse.

Inventory:(2024.1) Return Order grid

Create and manage Return Orders from a Vendor or a Warehouse for returned Equipment.

Inventory:Bulk Update grid

Update multiple pieces of Equipment simultaneously.

View/Report sub folders

  • Inventory Counts

  • Warehouse Point in Time

  • Warehouse Bulk History

  • Equipment & Services GLA

  • Equipment & Services Location

How to remove Equipment from Inventory Counts

How to view the history of a specific piece of Equipment

Inventory Approaching Reorder