The Inventory Management module allows you to manage inventory in your building facilities in a structured, hierarchical manner. Typically, this module is used to manage assets in your buildings that do not require regular maintenance to maintain their value. It is often used to manage items like desks, chairs, and office inventory.
With the Inventory Management module, you can enhance your buildings' CAD or IFC visualizations by specifying the indoor locations of your inventory items.
Open Inventory Management
To access the Inventory Management module, click the Inventory icon on the VertiGIS FM home page.
Inventory Management Icon
Click the down-arrow button on the icon to access shortcuts to key inventory management links and workflows.
Inventory Management Workflows as Accessed from the Home Screen
You can also access the dashboard and search page from the modules panel in the left pane.
Inventory Management Start and Search Page Access
Dashboard
You can access the Inventory Management dashboard by expanding Inventory in the modules panel and clicking Dashboard.
Link to Inventory Management Dashboard
Legacy Dashboard
The legacy dashboard for Inventory Management is divided into the sections below.
Operational Procedures
The Operational Procedures section of the Inventory Management dashboard includes shortcuts to various workflows within the application.
Operational Procedures
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Plan Stock Taking•Initiates a workflow to prepare stock takings. |
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Stock Taking•Initiates a workflow to execute to prepare stock takings. |
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Evaluate Stock Taking•Initiates a workflow to review completed stock takings. |
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Assign Location•Opens a list of inventory items that are not assigned to a location. You can select any items in this list, click the Assign Location ( •Refer to Install Inventory Item in a Location. |
Actions
The Actions section lists links to the following Inventory Management tools and resources:
•Inventory Structure: links to the top level of an inventory structure into which all assets in the inventory management module must be sorted.
•Warranty: Opens a list of all inventory items currently under warranty.
You can expand or collapse the Actions panel by clicking on the arrow in the top-right corner.
Expand/Collapse Button on the Actions Panel
Reports
The Reports section lists download links for the reports the system administrator has made available on this page for the role your user has been assigned. Clicking the link generates the report. Refer to the Report and Query Permissions administration topic for more information.
Reports Section
You can generate reports using other data on the search page. Refer to Generate Reports for more information.
Queries
The Queries section lists links to the search queries the system administrator has made available on this page for the role your user has been assigned. Refer to the Report and Query Permissions for more information.
Queries Section
Refer to Save a Query for instructions on how to create a query.
