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Managing Inventory Items

Organize and maintain your material catalog in DrillerDB

Managing Inventory Items

Your inventory catalog in DrillerDB serves as the foundation for tracking materials and supplies used across your projects. The system allows you to create a complete item list with detailed pricing, categorization, and stock information.

Quick Start: Manage Inventory

  1. Go to Inventory from main menu
  2. View your material catalog
  3. Use search to find specific items
  4. Filter by category or stock status
  5. Click any item to view details or edit

Understanding Inventory Items

Each inventory item represents a material or supply that your company uses regularly.

Item Information

FieldPurposeExample
Item IDUnique identifier (permanent)CASING-6IN
Item NameDescription shown in system6" Steel Casing
CategoryOrganization groupingCasing
Unit of MeasureHow quantities are trackedfeet
Unit PriceCost per unit$15.00

Common Categories

CategoryExample Items
CasingSteel casing, PVC casing
GravelFilter pack, sand
ChemicalsBentonite, grout
CementPortland cement, neat cement
FittingsCaps, couplings, adaptors
SuppliesSeals, gaskets, misc

Create custom categories that match how your company organizes materials in your warehouse or storage facilities.

Searching and Filtering

DrillerDB provides search capabilities for finding items quickly.

Search Fields

SearchesExample
Item ID"CASING" finds CASING-6IN, CASING-4IN
Item Name"steel" finds all steel items
Description"heavy duty" finds matching descriptions
Location"shelf 3" finds items at that location
SKU NumberVendor part numbers

Filter Options

FilterPurpose
CategoryView specific material types
Low StockItems below minimum quantity
Out of StockItems with zero quantity
All ItemsComplete catalog view

Step-by-Step: Find Items

  1. Go to Inventory list
  2. Enter search term in search box
  3. Select category filter (optional)
  4. Check "Low Stock" to see items needing reorder
  5. Click any item row to view details

Stock Level Information

When stock tracking is enabled, each item shows quantity information.

Stock Fields

FieldPurposeExample
Current QuantityWhat you have on hand150 feet
Minimum QuantityReorder point (triggers warning)50 feet
Maximum QuantityUpper limit for ordering500 feet

Stock Status Indicators

StatusDisplayAction
AdequateNormal displayNo action needed
Low StockWarning highlightReorder soon
Out of StockUrgent highlightOrder immediately

Current quantity updates automatically as materials are used on projects. Keep minimum quantities set appropriately to avoid stockouts.

Item Locations and Storage

Recording storage locations for inventory items speeds up material retrieval.

Location Information

Detail LevelExample
Simple"Shelf 3"
Detailed"Building A, Aisle 2, Bay 4, Shelf 3"

Consistent location tracking becomes valuable as your inventory grows. Field crews can quickly locate materials, and office staff can direct deliveries to correct storage areas.

Working With Your Catalog

The inventory list displays all your items in a sortable, filterable table.

Available Actions

ActionWhat It Does
EditUpdate item information
HistoryView transaction records
Adjust StockChange quantity (stock mode)
DeleteRemove item from catalog

Step-by-Step: Edit Item

  1. Find item in inventory list
  2. Click Edit button
  3. Update desired fields
  4. Click Save
  5. Changes apply immediately

Troubleshooting

Can't find an item?

  • Clear all filters and search again
  • Check spelling of search term
  • Try searching by different field (ID vs name)

Stock levels seem wrong?

  • Review recent transactions for the item
  • Check if usage was logged multiple times
  • Perform physical count and adjust

Category not appearing in filter?

  • Categories only show if items exist in them
  • Create item with new category first

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