Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

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Inventory Overview

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In Asset Management, Inventory helps users manage physical materials and supplies used for maintenance operations. This module tracks inventory levels, locations, usage, and restocking, ensuring that crews have the necessary items to complete work efficiently.

Who can use this feature?

You must have permission to use this feature.

Important Notes

When creating components and parts, it is good to start with the component first and then create each part so that you do not have to go back and edit your parts.

Features

  • Item Tracking: Monitor individual inventory items, including descriptions, unit costs, and on-hand quantities.

  • Transactions: Record inventory usage, receipts, and transfers to maintain accurate stock levels.

  • Integration with Work Orders: Automatically deducts inventory when items are used on a work order, providing real-time updates.

Components and Parts

Inventory items are categorized into Components and Parts. Components are made of one or more parts. Each component and part can be defined separately.

For signage, an example of Components might be Regulatory Signs, R-1. Parts could be specific signs, such as R1-124 for a 24-inch stop sign.

Search for Parts

You can search for components and parts by using the part search. You can also filter your results by agency.

Instructions

Note:

Items can only be searched by Item Name.

  1. Click the Inventory tab
    Inventory tab.

  2. Type the name of the item in the Item Search field
    The Item Search text entry field in the Inventory tab.

    Note:

    The % symbol can be used in place of an unknown value.

  3. View the search results
    An example list of Item Search search results.

Component and Parts Permissions

Permissions can be used to set which assets and events the component or part is relevant to. If selected, the component or part will show as an option when logging material consumed on an event.

Select permissions on a component or part.