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Inventory

The inventory feature allows you to perform physical counts of assets. This guide explains how to use inventory sessions.

Understanding Inventory​

Inventory sessions are used for:

  • Physical asset counting
  • Verification of asset locations
  • Audit purposes
  • Asset tracking

Creating an Inventory Session (Admin Only)​

  1. Navigate to Inventory from the main menu
  2. Click + New Session or Create Session
  3. Optionally add notes
  4. Session is created and opened automatically

Inventory Session Page​

Active Session​

When a session is active, you'll see:

Session Information​

  • Session ID
  • Date
  • User who created it

QR Scanner​

  • Large, prominent scanner
  • Scan asset QR codes
  • Automatic processing

Scanned Assets​

  • List of all scanned assets
  • Scan ID and item name
  • Timestamp of scan

Scanning Assets​

  1. Position asset QR code in scanner view
  2. System automatically processes
  3. Asset appears in scanned list
  4. Duplicate scans are handled gracefully

Closing a Session​

  1. Click Close Session button
  2. Confirm closure
  3. Session is closed and archived

Note: Closed sessions cannot be modified.

Session History​

View past inventory sessions:

  • List of all sessions
  • Date and user information
  • Click to view session details

Best Practices​

  1. Organize First: Plan your inventory route
  2. Scan Systematically: Work through locations methodically
  3. Check Duplicates: System handles duplicates, but verify
  4. Close When Done: Close sessions when inventory is complete
  5. Document Issues: Use notes for discrepancies