What It’s For

Inventory helps you track physical hardware end-to-end:

• what devices you own (by template/model),
• where they are (warehouse location or with a technician),
• whether they are installed on a customer service,
• and the full movement history (audit trail).

Key Concepts (How Inventory Is Structured)

Concept	What it means	Where you use it
Equipment template	A device “type” you stock (name/model/SKU, serial requirement, notes)	Used when receiving/adding devices
Device	A single physical unit (optionally with a serial number)	Listed in Devices tab; managed in device view
Location	A storage place (warehouse, vehicle stock, office, etc.)	Used to mark devices “In Stock” somewhere
Technician	A person who can hold devices	Used when handing devices to field staff
Category	A way to group templates (routers, ONTs, radios, etc.)	Helps filtering and reporting

Tabs On /inventory

Tab	Use it for
Overview	Quick totals by status + manage Locations, Templates, Categories
Devices	Search and filter every device unit; open device management

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Overview Tab

Status Summary

Shows counts of devices by status (for example: In Stock, With Technician, Installed, Maintenance, Retired, Lost). Use this to spot shortages, missing devices, or operational issues quickly.

Locations Overview

Use locations to represent real storage spots.

• Add a new location with the + button.
• Edit a location name/description.
• Delete is blocked if the location still has devices assigned.

Equipment Templates

Templates define what you stock (not individual units).

• Create templates for each hardware type you keep (e.g., “Router X”, “ONU Model Y”).
• Edit template details at any time.
• Delete is blocked if the template already has devices (units) created.

Categories

Categories keep templates organized.

• You can create and edit your own categories.
• System categories cannot be deleted.
• A category cannot be deleted if it still has templates assigned.

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Devices Tab

Filters (Find What You Need Fast)

Filter	What it matches
Search	Serial number, device/template name, model, client name (via installed service), technician name, location name
Status	In Stock / With Technician / Installed / Maintenance / Retired / Lost
Location	Only devices currently stored at a location
Category	Devices whose template belongs to the selected category
View	Detailed (per device) or Grouped by Item (summary counts)

View Modes

Mode	Best for
Detailed	Finding a specific device (serial, notes, who has it, what service it’s on)
Grouped by Item	Quick stock counts by device type and current holder/location

Detailed List Columns (What You’re Seeing)

Column	Meaning
Device	Template name + model + category
Serial Number	Serial (or N/A if not used for that template)
Location / Owner	One of: installed service (service ID + client), technician, or inventory location
Status	Current device status
Notes	Short notes recorded on the unit
Action	Opens device management for that unit

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Receiving / Adding Devices (Button: “Add Device”)

When you click Add Device, you are creating one or more device units under a template.

Field	What it does
Item	Select the equipment template (required)
Location	Where the device is stored (required for In Stock)
Quantity	How many units to add (disabled for serialized hardware)
Serial Number	Required if the template requires serial numbers
Status	Allowed when receiving: In Stock / Maintenance / Retired / Lost
Notes	Optional note stored on the device unit

Important rules (built into validation):

• Serialized templates must be added one at a time.
• “In Stock” devices must have a Location.
• Serial numbers must be unique.

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Device Management (/inventory/units/{unit})

What You Can Do Here

This page is for managing a single physical device:

• attach/detach it to a service (installed vs returned),
• assign it to a technician or move it to a location,
• update the serial number,
• mark it as Maintenance, Lost, or Retired,
• review the full Activity History.

Device Information (Core Controls)

Field	What it’s for
Service	Shows the installed service (if any). Use Assign to attach, or Detach to return the device from service.
Technician	Assigns the device to a specific person (device becomes “With Technician”).
Location	Stores the device in inventory (device becomes “In Stock”).
Serial Number	Update/record the serial (must remain unique).
Status	Readable status label; some statuses are set via actions (maintenance/lost/retire).
Received/Installed/Retired timestamps	Helps auditing lifecycle events.

How ownership works (practical rule):

• A device is tracked in one place at a time: either at a location, with a technician, or installed on a service. Assigning to one clears the others.

Notes (Applied To Changes)

The Notes box on this page is an optional comment that will be recorded alongside the actions you take (useful for “why” and handoffs).

Activity History (Audit Trail)

Shows the last actions for the device:

• when it happened,
• what action was performed,
• from → to (location/user),
• who performed it,
• and the note.

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Common Workflows

1) Set up inventory from scratch

1. Create Categories (optional, but recommended).
2. Create at least one Location (warehouse/office).
3. Create Equipment Templates.
4. Use Add Device to receive devices into stock.

2) Hand a device to a technician

1. Open the device from the Devices tab.
2. Set Technician.
3. Save changes (status becomes “With Technician”).

3) Install a device on a customer service

1. Open the device.
2. Click Assign under Service.
3. Search by service ID or client name and select the right service.
4. Save (status becomes “Installed”).

4) Return a device from a service back into inventory

1. Open the device.
2. Select the Location you want it stored in.
3. Click Detach under Service (device returns to stock at that location).

5) Maintenance / Lost / Retire

• Use the top-right menu to mark the device.
• Use Retire when the device should no longer be used (confirmation required).