Inventory

Inventory is your catalog and your stock in one place. It is where you add items, see how many you own, and check what is free on any dates.

Three tabs

• Products: everything you rent out. Each one is Tracked as Counted (you own a number of them), Kit (made of other items) or Each unit tagged (every unit has its own tag).
• Components: the parts your kits are made of, such as tent tops, poles and stakes. Counted on the shelf, reserved through the kits that use them, never quoted on their own.
• Services: labor and fees. No stock, just a price and the people it takes.

Finding things

• The search box looks across all three tabs.
• The rail on the left lists every group and subgroup with how many items are in each. One click opens a subgroup. See Groups and subgroups.
• Views, Filters and Columns work as they do on every list. Save a view you use often.
• The switch beside the totals shows the same items as cards instead of a table.
• Tick Archived instead to see items you have retired.

What is free on a date

On the Products tab, set From and Through (or press Today, Next 7 days or Next 30 days). The Available column shows what is left on the busiest day of that range. Green is fine, orange means a quarter or less is left, red means overbooked. A kit is as free as its scarcest part. A booked order holds its items from delivery through pickup.

Missing planner data

The count missing planner data at the top shows items without a weight or an install time, which the truck loads and the Dispatch planner need. Press it to see only those items, then fill them in under Weights & times.

The buttons beside the tabs

• Labels: print barcode labels. See Barcodes and labels.
• Stock count: count the warehouse. See Stocktake.
• Photos & shelves: every item's picture, shelf and photo of its spot on one list. See Where items live.
• Weights & times: the one sheet for weight, size, time and crew. See Weights and times.

Good to know

• Sub-rentals, vendors and your trucks are under Inventory in the menu too. See Sub-rentals and Assets and vehicles.
• What someone may see or change here depends on their role. Costs such as Replacement cost are hidden from roles that do not see them.