Inventory management is one of the features available on certain subscription tiers of tiers that come with having a Work Order & Asset Management subscription tier that includes Asset Pro!
For those that are on an eSPACE subscription tier which includes inventory, all Admins within Work Order & Asset Management will have access to and can manage inventory types and items based on which departments/service categories/locations they have access to under their user permissions. Inventory Types can be any general category of specific Inventory Items that you want to track.
- EX: If an admin has access to the "Lighting" service category, then they would be able to add a "Lighting" Inventory Type and associate the "Lighting" service category to it. Then they would also be able to add Inventory Items and associate them to that Inventory Type.
- If an Admin gives a Sub-Admin permission rights to manage inventory, they will also see the Settings > Advanced > Inventory tab on they left side menu bar and will be able to add and manage Inventory Types and Items based on the service categories and locations they have access to under their user permissions.
- For eSPACE subscription tiers that include Asset Pro, Admins and sub-admins can both be given the ability to also manage inventory requests under their user permissions: Asset Pro | Inventory Request Form
Go to the left navigation bar > Settings > Advanced > Inventory > Inventory Groups.
Then click the button, and enter the Name of your new group and a Description.
Next, add Inventory by clicking or Equipment by clicking
.
For Inventory, a prompt will appear for you to provide the Item Type, Inventory Item and the Quantity
For Equipment, a prompt will appear for you to simply begin typing the name of the Equipment.
Now, hit Save and you have an Inventory Group that shows thumbnails of each item's image (when provided).
Additionally, you can also create an Inventory Request right from your Inventory Group
After clicking :
- Set the Destination Location for all items in the list
- Set the Source Location for each item
- Click Save
- Equipment is not included in Inventory Requests
Once you click Save, the normal Inventory Request process can be followed.
- Related article: Inventory Request Article
When navigating to Equipment and selecting to Edit, you will see any associated Inventory Groups and Inventory Items with that particular Equipment.