Inventory — User Guide
Module: Fixed Equipment
Audience: Warehouse staff, asset managers, operations
Version: 1.0.0
Last updated: 2026-07-22
Overview
Inventory is the stock-movement hub inside Fixed Equipment. From one screen you can receive goods into FE warehouses, deliver stock out to customers or projects, review shipment and packing-list records, manage warehouse locations, and browse transaction history. When you receive serialized equipment, the system can automatically add or reactivate asset records.
This hub uses Fixed Equipment's own warehouse tables. It is separate from the standalone Warehouse module menu — data does not sync between them.
Prerequisites
| Task | Permission |
|---|---|
| View inventory tabs and lists | Fixed Equipment → Inventory → View (or View own) |
| Create receipts or deliveries | Fixed Equipment → Inventory → Create |
| Edit documents or log activity | Fixed Equipment → Inventory → Edit |
| Delete receipts, deliveries, or packing lists | Fixed Equipment → Inventory → Delete |
Setup before first receipt:
- Open Inventory → Warehouse management and add at least one warehouse.
- Configure Settings → Prefix setting for receipt/delivery document numbers.
- Optionally configure Settings → Approval for inventory receiving and delivery.
Step-by-step: Navigate the inventory hub
- Go to Fixed Equipment → Inventory.
- Use the left sidebar tabs:
- Inventory receiving — inbound stock
- Inventory delivery — outbound stock
- Shipments — shipment tracking list
- Packing list — packing documents
- Warehouse management — FE warehouse master data
- Inventory history — stock movement ledger
Expected result: The active tab loads its list or management screen in the main panel.
Step-by-step: Receive stock (goods receipt)
- Open Inventory → Inventory receiving.
- Click Stock received docket.
- Fill header fields: warehouse, supplier, buyer, voucher date, and notes.
- Add line items: commodity/model, quantity, unit price, tax, and serial number for serialized assets.
- Save the receipt.
Expected result: A receipt is created. If approval is required, approvers are notified. When approved, on-hand stock increases and serialized lines can create new assets in the register.
Step-by-step: View or approve a receipt
- On the receiving tab, click a row to open the detail panel or full view.
- Review lines, taxes, and totals.
- Approvers use the approval panel to approve or reject.
Expected result: Approved receipts post stock (and assets where applicable).
Step-by-step: Deliver stock (goods delivery)
- Open Inventory → Inventory delivery.
- Click Export output slip (goods delivery).
- Select customer, warehouse, and line items with quantities (and serials where required).
- Save the delivery note.
Expected result: Delivery is created and follows the configured approval path. Approved deliveries reduce stock and may check out linked assets.
Step-by-step: Manage FE warehouses
- Open Inventory → Warehouse management.
- Click Add to create a warehouse (name, address, display order).
- Edit or remove warehouses from the table as needed.
Expected result: Warehouses appear as options on receipt and delivery forms.
Note: These are inventory warehouses (fe_warehouse), not the same as Settings → Locations used for asset default locations.
Step-by-step: Review inventory history
- Open Inventory → Inventory history.
- Browse transactions: type, linked receipt/delivery, item, opening/closing quantity, warehouse, date.
- Click a transaction link to jump to the source document.
Expected result: Full audit trail of stock movements inside Fixed Equipment inventory.
Step-by-step: Shipments and packing lists
- Open Shipments or Packing list tabs to view existing records linked to orders and deliveries.
- Use row actions where available (view, delete if permitted).
Note: Primary creation flows for shipments and packing lists may run through delivery or order workflows; add buttons on these tabs may be disabled in your build.
Field reference (receipt / delivery)
| Field | Required | Description |
|---|---|---|
| Warehouse | Yes | FE warehouse receiving into or shipping from |
| Supplier / Customer | Contextual | Vendor on receipt; client on delivery |
| Voucher date | Yes | Accounting date of the movement |
| Commodity / model line | Yes | Item or model-based commodity code |
| Quantity | Yes | Units moved |
| Serial number | For serialized assets | Triggers asset create/reactivate on approved receipt |
| Unit price | On receipt | Cost basis for the line |
Common issues
| Symptom | Likely cause | What to do |
|---|---|---|
| Empty warehouse dropdown | No FE warehouses defined | Add warehouses under Warehouse management tab |
| Receipt stuck in pending | Approval not completed | Approve under inventory receiving approval settings |
| Asset not created after receipt | Missing serial or wrong commodity code format | Use model-based commodity with serial; approve receipt |
| Stock different in Warehouse module | FE inventory uses separate tables | Use one system per process; do not expect sync |
| Cannot see Stock received docket | Missing Create permission | Request Inventory → Create |
| Email send on receipt fails | Form may target Warehouse module URL | Use in-app view/print or FE-specific send if configured |
Related features
- Assets — auto-created from serialized receipts
- Audit — physical counts separate from inventory vouchers
- Order list — customer orders linked to shipments and packing lists
- Settings → Prefix setting — document and serial numbering
- Standalone Warehouse module — parallel stock system (different menu and tables)