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 comprehensive item list with detailed pricing, categorization, and stock information.
Inventory List
Understanding Inventory Items
Each inventory item represents a material or supply that your company uses regularly. Items include essential information like unique identifiers, descriptions, units of measure, and pricing. This data flows through to project tracking, cost analysis, and purchasing workflows.
The inventory system organizes items by category, making it easy to locate materials when building project proposals or logging usage. Common categories include casing, gravel, bentonite, cement, and equipment rental charges. You can create custom categories that match your company's specific needs.
Item Information Structure
When viewing your inventory catalog, each item displays critical information for identification and tracking. The Item ID serves as a unique identifier that never changes, ensuring consistency across historical records. The item name provides a clear description of what the material is.
Unit of measure defines how quantities are tracked, such as feet, bags, gallons, or tons. This standardization ensures accurate calculations across all uses. Unit price represents the cost per unit, which the system uses to calculate total costs when materials are consumed on projects.
Searching and Filtering
DrillerDB provides powerful search capabilities for finding items quickly. The search function looks across item IDs, names, descriptions, locations, and SKU numbers. This comprehensive search helps you locate materials even when you only remember partial information.
Category filters allow you to narrow down your view to specific material types. Combined with the low stock filter, you can quickly identify items that need reordering when operating in stock tracking mode.
Item Categories and Organization
Organizing your inventory by category improves efficiency when selecting materials for projects. The system automatically tracks which categories you use and makes them available in dropdown filters throughout the application.
Standard drilling company categories might include casing materials, sand and gravel, chemicals and additives, cement products, pipe fittings, electrical components, and miscellaneous supplies. Your specific categories should reflect how your team thinks about and organizes materials in your warehouse or storage facilities.
Stock Level Information
When stock tracking is enabled, each item shows current quantity, minimum stock threshold, and maximum stock level. The minimum quantity triggers low stock warnings, helping you maintain adequate inventory levels. The maximum quantity helps prevent over-ordering and excessive storage costs.
Current quantity updates automatically as materials are used on projects or adjusted through inventory transactions. The system displays warnings when items fall below minimum levels, using color-coded indicators to draw attention to items needing attention.
Item Locations and Storage
Recording storage locations for inventory items speeds up material retrieval and improves warehouse organization. Location information can be as simple as a shelf number or as detailed as building, aisle, bay, and shelf coordinates.
Consistent location tracking becomes especially valuable as your inventory grows. Field crews preparing for projects can quickly locate materials, and office staff can direct delivery personnel to the correct storage areas.
Working With Your Catalog
The inventory list displays all your items in a sortable, filterable table. You can view detailed information at a glance and access quick actions for each item. Edit buttons allow you to update item information, while history buttons show transaction records for specific materials.
The system tracks when items were created and last modified, maintaining an audit trail of changes. This historical data proves valuable when investigating cost trends or reviewing past purchasing decisions.