Inventory Groups | Grouping Inventory Items and/or Equipment

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! 

• Click here to see which tiers inventory management is available on!

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 Groups are a great way to organize individual inventory items and equipment by groups.

• If an Admin gives a Sub-Admin permission rights to manage inventory, they will also see the Settings > Advanced > Inventory tab on the 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

Example of grouping inventory items and equipment

• EX: In the example above, an admin has grouped all the inventory items with the service category of HVAC in an Inventory Group called "HVAC". They have also grouped all the HVAC units by the service category of HVAC in the Inventory Group "HVAC".
  • In order for them to be able to do this they have access to the HVAC service category under their user permissions as well as the same location that the equipment is assigned to.

Grouping Inventory Items & Equipment

1. Go to the left navigation bar > Settings > Advanced > Inventory > Inventory Groups.

2. Then click the  button, and enter the Name of your new group and a Description.

3. Next, add Inventory by clicking  or Equipment by clicking .

• A. For Inventory, a prompt will appear for you to provide the Item Type, Inventory Item and the Quantity

• B. For Equipment, a prompt will appear for you to simply begin typing the name of the Equipment.

4. Now, hit Save and you have an Inventory Group that shows thumbnails of each item's image (when provided).

5. Additionally, you can also create an Inventory Request right from your Inventory Group

6. After clicking  :

1. Set the Destination Location for all items in the list
2. Set the Source Location for each item
3. Click Save

• Equipment is not included in Inventory Requests

7. Once you click Save, the normal Inventory Request process can be followed.

• Related article: Inventory Request Article

Viewing Groupings on Equipment

When navigating to Equipment and selecting to Edit, you will see any associated Inventory Groups and Inventory Items with that particular Equipment.