Resource - Inventory

From the Main Menu | Admin | Resource | select Inventory

The asset inventory list is your company's list of the various individual Bike/asset items that you hold stock of.  For each single item of stock that you hold, add another item to the asset inventory list.  If you have 20 small ebikes, create an inventory item for each one, recording a unique asset "Identifier" for each one.  

The Inventory list displays:

• a record count at the selected location at the top left of the screen
• it can be filtered by location at the top right
• the list shows each location, with the asset model, identifier (e.g. serial no), Size, height range, colour, name, code and status of the item
• a popup list at the bottom right of the screen allows you to edit the locations of the Inventory items
  • these locations are independent 'bases' where bike stock might be managed from, and aren't necessarily restricted to depots at the end of trails, etc.  For example, there may be a Head Office location that bikes are returned to, or a single storage space may service or manage stock for several trails.  So the bases allow you to manage these locations

To add an inventory item

• Click the + Inventory button

The identifier is your unique code for this one asset.  It could be the serial number, or a number you "stick" on the bike.  This is a freeform text field, to enable you to enter the unique number.

Select Model and Size from the drop down lists

Select a location from the drop down list.  Learn more about this here.

Type any relevant notes for the office about this bike asset.

Select the appropriate status for this asset, active or archived

To switch to the sizes view

• Click the Sizes button