Tools in the Inventory Module

Tools in the Inventory module include any items, instruments, or consumable materials used by technicians when completing tasks.

To manage tools:

1. In the side menu, select “Inventory Settings.”
   
   

2. Open the “Tools” section.

On this page, you can:

• create a tool;

• edit a tool;

• delete a tool.

Creating a Tool

1. Click “Create Tool.”

   

2. A side panel will open on the right.

   

3. Enter the following information:

   tool name;
   description (optional);
   one or several categories (you can select existing categories or create a new one);
   unit of measurement (select an existing one or create a new one);
   purchase price and sale price;
   related tools, if the tool is used together with other tools or serves as an accompanying item.

4. Additional settings:

   mark the tool as required to be used only together with other tools, if it cannot be used alone;
   mark the tool as not written off after task completion.
   For example: a hammer remains with the technician — not written off.
   A nail stays with the client — written off.

5. Click “Save.”

6. To cancel the action, click “Cancel.”

Editing a Tool

1. Click the pencil icon next to the tool.
   

2. In the side panel, update:

   the name and description;
   categories;
   unit of measurement;
   purchase and sale prices;
   related tools;
   settings for required usage and write-off.

3. Click “Save.”

4. To discard changes, click “Cancel.”

Deleting a Tool

1. Click the trash icon next to the tool.
   

2. Confirm the deletion.
   Important: Deleted tools cannot be restored.
   

3. To cancel the action, click “Cancel.”
   

Frequently Asked Questions (FAQ)

Q: What are tools in the Inventory module?
A: Tools are any products, instruments, or consumable items that technicians may use while performing tasks. They are managed in the Inventory module.

Q: How do I open the Tools section?
A: In the side menu, go to Inventory Settings, then select Tools to view and manage all tools.

Q: How do I create a new tool?
A: Click “Create Tool,” enter the tool name, optionally add a description, assign one or more categories, select or create a unit of measurement, set purchase and sale prices, and add related tools if needed. Then click Save.

Q: What does “Related tools” mean?
A: Related tools are items that are used together or are sold/used as a set. You can link them when creating or editing a tool.

Q: What is the “Required with other tools” option?
A: This option marks a tool that must be used only together with other tools (i.e., it cannot be used alone).

Q: What does “Does not write off after task completion” mean?
A: When this option is enabled, the tool is not automatically deducted from inventory after completing a task. For example, a hammer stays with the technician, while a nail is consumed.

Q: How do I edit an existing tool?
A: Click the pencil icon next to the tool, update the information in the side panel (name, categories, unit, prices, related tools, options), then click Save.

Q: How do I delete a tool?
A: Click the trash icon next to the tool and confirm the deletion. This action is permanent and cannot be undone.

Q: Why can a tool not be deleted?
A: A tool may be linked to active inventory movements, tasks, or transfers. Ensure it’s not in use or reserved before attempting deletion.

Q: What happens to inventory counts when editing a tool?
A: Editing tool details (like description, category, or unit settings) does not affect inventory counts. Inventory levels change only via stock operations (additions, transfers, write-offs).

Q: Can a tool belong to multiple categories?
A: Yes — when creating or editing a tool, you can assign it to one or more categories.

Q: Can I create a measurement unit while creating a tool?
A: Yes — you can select an existing unit or create a new unit of measurement directly from the tool creation/edit form.

Q: Is there a limit to how many tools I can create?
A: No — you can create as many tools as needed for your inventory management.

Q: Are tool names case-sensitive or unique?
A: Tool names should be clear and meaningful. The system will allow similar names, but using unique names helps avoid confusion in inventory lists and reports.