Tools

A tool inventory is a list that organizes details about tools in a workplace, such as a workshop, construction site, or store. This list includes essential information like tool names, SKUs, pictures, manufacturers, models, serial numbers, storage locations, descriptions, and even the person responsible for each tool.

Keeping an organized tool inventory helps you track tools, check availability, and reduce loss or theft. It also supports maintenance planning, budgeting for new tools, and boosts overall productivity and efficiency.

Setting Up Your Tools Inventory

1. Access Inventory Settings
   Go to Settings > Inventory > Tools List to start adding and managing your tools.

On the Tools Page, you will be able to see the list of your Tools. Click on Actions to add a new Tool.

Add a New Tool

• In the Tools Page, click Actions and choose + Add new Tool.

Fill in the details in the Add Tool window. Required fields are marked with (*).

Required Information

• Name: Enter the name of the tool.
• SKU: Enter the tool’s product code.
• Picture: Upload an image, if available.
• Manufacturer: Enter the tool’s manufacturer.
• Model: Enter the model number.
• Serial Number: Enter the serial number(s).
• Bin & Aisle: If applicable, provide the location details.
• Description: Add a brief description of the tool.

When done, click Save. The new tool will now appear on your Tools List.

Edit or Update Tool Detail

Find the Tool to be updated from the list. Click on the Tool and the information will open in edit mode.

Edit/Update as may be needed. Once done, Save the changes.

Delete Tool

Find the Tool to be deleted from the list, and tick the checkbox to its left.

• To delete multiple tools, tick the checkboxes to the left of all. If all items will be deleted, just tick the checkbox of the Name header.

Go to the Actions button and select Delete.

A warning window will come up. Click the Yes button to continue with the deletion and No to abandon the action.

The Tool will be removed from the list.

Print Labels for Tools. See the Barcode Generating and Printing article.