Tools

A tools inventory helps you keep track of all the tools your team uses. It includes things like the tool name, part number (SKU), photo, who made it, model and serial numbers, where it’s stored, and who’s responsible for it.

Having an organized list makes it easier to:

• Know what tools you have and where they are
• Prevent loss or theft
• Plan for repairs or replacements
• Stay on budget
• Work more efficiently

How to Set Up Your Tool Inventory

Step 1: Go to Tools List

1. From the main menu, go to Settings
2. Click on Inventory
3. Then select Tools List

You’ll now see your tools inventory page.

Step 2: Add a New Tool

1. Click on the Actions button
2. Select + Add New Tool

A window will pop up for you to fill in the tool’s details. Required fields are marked with a (*).

Required fields:

• Name: Tool name
• SKU: Product or part number
• Picture: Upload a photo (if you have one)
• Manufacturer: Company that made the tool
• Model: Model number
• Serial Number: Serial number(s)
• Bin & Aisle: Location info (if needed)
• Description: Short summary of the tool

When you’re done, click Save. The tool will now show up in your inventory list.

Step 3: Edit or Update a Tool

1. Find the tool you want to change in the list
2. Click on it — this opens the tool in edit mode
3. Make your updates, then click Save

Step 4: Delete a Tool

1. In the list, check the box next to the tool you want to delete
2. To delete multiple tools, check more boxes
3. To select all tools, check the box at the top of the Name column
4. Click on the Actions button
5. Select Delete

A confirmation window will appear.
Click Yes to delete, or No to cancel.

The tool(s) will be removed from your list.

Step 5: Print Labels

1. In the list, check the box next to the tool you want to print the label
2. To print labels of multiple tools, check more boxes
3. To select all tools, check the box at the top of the Name column
4. Click on the Actions button
5. Select Print Labels

See our Barcode Generating and Printing guide for instructions.