Adding a new Inventory item

Adding a new inventory item can be easily completed on both the desktop and the mobile App.

 

Adding a new inventory item on desktop

Adding a new inventory item on Mobile App 

---

On Desktop

1. In the side menu, select Inventory> Machinery and Equipment, Structures or Tools then click Add New.
   
   
   
   
2. Complete the form as required.

3.    (Optional) Upload Image.

1. • Machinery and Equipment Options
     • Set 30 day registration expiry reminder?
       Note - This will initiate a task to remind you to re-register 30 days prior to expiry date.
     • Check ticket or license needed to operate?
     • Maintenance details - If you would like to capture machinery hours or kilometres via the App, you can set this up here.
       
        
   • Tools Options
     • Set 30 day test/tag expiry reminder? 
       Note - This will initiate a task to remind you to test/tag 30 days prior to expiry date.
     • Check ticket or license needed to operate?
   4.   Click Save.
   

On App

1. From the main menu, select Inventory> Machinery, Structures or Tools then tap + Add New.
2. Complete the form as required.
   Tip -When naming your inventory, give the item a common name that would be used by your workers to make it easily identifiable.
3. (Optional) Tap the camera symbol next to the name field. You can take a new image or choose from your phones gallery.
   Tip – Photos taking on mobile phones are best taken in landscape mode.
   • Machinery and Equipment Options
     • Set 30 day registration expiry reminder?
       Note - This will initiate a task to remind you to re-register 30 days prior to expiry date.
     • Check ticket or license needed to operate?
   • Tools Options
     • Set 30 day test/tag expiry reminder?
       Note - This will initiate a task to remind you to test/tag 30 days prior to expiry date.
     • Check ticket or license needed to operate?
4. Tap Save.

---