Inventory

Module Activation and Setup Order

The Inventory module is used to manage tools, materials, warehouses, and storage locations.
Before using it, the module must be activated.

How to activate the module

You can enable the module in two ways.

Option 1. Via company settings

Open Company Name (top menu).
Go to Modules.
Find the Inventory module.
Check the box next to it.
Click Save.

Option 2. From the sidebar

In the left sidebar, click Inventory.
Then click Enable Module.

How to disable the module

Open Company Name (top menu).
Go to Modules.
Find Inventory.
Uncheck the box.
Click Save.

Once disabled, the module will be removed from the sidebar and all inventory functions will become unavailable.

General setup order

To correctly configure the Inventory module, it is important to follow the required sequence.

To create a tool, you must first:

Create a Category
Create a Unit of Measurement
Create the Tool

To create a warehouse, you must:

Create a Tool
Create Storage Locations (Warehouses List)
Create the Warehouse

Step-by-step setup

1. Tool setup

1.1. Create category

Defines the type or group of tools or materials.

1.2. Create a unit of measurement

Defines how the tool is counted or stored (pcs, liters, meters, rolls, sets).

1.3. Create tool

Specify:

tool name;
category;
unit of measurement;
description (optional);
additional parameters if required.

2. Warehouse setup

3.1. Create tool

A tool must be created first to be available for warehouse storage.

3.2. Create storage locations (warehouses list)

Add all possible storage locations used in the system: office, workshop, vehicle, container, etc.

3.3. Create warehouse

Specify:

warehouse name;

Final setup scheme

Frequently Asked Questions (FAQ)

Q: What is the Inventory module in Shifton?
A: The Inventory module lets you manage tools, materials, warehouses, and storage locations — providing stock control, transfers, reporting, and item tracking across facilities.

Q: How do I activate the Inventory module?
A: You can enable the Inventory module in two places:

Via Company Settings → Modules by checking the Inventory box and saving;
From the sidebar by clicking Inventory → Enable Module.

Q: What should I do before adding tools to inventory?
A: Before adding tools, you need to:

Create inventory Categories;
Create Units of Measurement;
Then create the Tool.

Q: How do I create a warehouse or facility?
A: First create a tool, then create storage locations (warehouses list), and then add the warehouse itself.

Q: What inventory actions are available once the module is enabled?
A: Once enabled, you can:

add and adjust items in stock;
organize inventory by facilities;
transfer items to technicians or other facilities;
track movement history;
manage categories, bundles, tools, and units of measurement.

Q: Do I need a specific role or permission to use the Inventory module?
A: Access to inventory functionality depends on your user role and permissions within the Shifton company settings. Admins and managers usually have full access.

Q: What does “Inventory & Warehouse Management” cover?
A: Inventory & Warehouse Management includes stock control, facility organization, item transfers, and reporting on quantities and movements.

Q: Will disabling the Inventory module delete existing data?
A: Disabling the Inventory module removes access from the sidebar and makes inventory functions unavailable, but it does not automatically delete historical item and transfer data — you can enable it again later.

Q: Is the Inventory module available during a free trial?
A: Yes — Inventory typically comes with a 30-day free trial when activated for the first time. After the trial, standard subscription fees apply per employee.

Q: Where can I find detailed help for specific inventory features?
A: Related help articles include: