Core Equipment Information
The Equipment module allows you to track all physical assets required for your business operations. Each piece of equipment is defined by its identity, internal identifiers, and financial value.
Equipment Name & Description
The name should be specific enough for team members to distinguish between different models or types of gear. The description field allows for detailed notes, serial numbers, or usage instructions.
SKU & Barcode
Use SKUs for internal tracking and Barcodes (UPC/EAN) for quick scanning and lookup. These identifiers ensure that your inventory remains accurate even across multiple locations.
Financials: Retail vs. Supply Price
Tracking the Supply Price allows the system to calculate your total asset value, while the Retail Price is used if you charge clients for the specialized use of specific equipment on a job site.
Stock & Inventory Control
Maintaining accurate stock levels is critical for business continuity. The system provides real-time tracking of units on hand and automated alerts when stock is running low.
Quantity on Hand
Reflects the total number of units currently available in your inventory. This is automatically updated when new items are added or manually adjusted.
Minimum Stock Level
The safety threshold. When your quantity drops to or below this level, the equipment will be tagged with a "Low Stock" status for immediate attention.
All inventory adjustments are logged, providing a clear history of equipment usage and replenishment cycles.
Search and Advanced Filtering
As your inventory grows, finding specific assets quickly becomes essential. The platform includes powerful search and filter utilities:
Global Search
Use the search bar to find equipment by Name, Barcode, or SKU instantly.
Stock Condition Filters
Filter your view to see only items that are In Stock, Low Stock, or completely Out of Stock. This is the fastest way to generate a reorder list.
Supplier Filtering
Isolate equipment by specific vendors to streamline your purchasing workflow and communication with suppliers.