High-level view of inventory value and quantities across the organization or a single branch.

• Overview — totals and value by branch.
• Part# — summary grouped by part number across branches.
• Branch View — pick a branch to see its on-hand inventory snapshot (similar to the Inventory tab).

Browse serialized inventory for a selected branch. Filter, sort, and export what is on hand.

• Select a branch to load serial-level rows (part number, category, serial #, customer, dates, value, sub-office, etc.).
• Column filters and sorting help narrow large lists.
• Export options (where your role allows) for reporting.

Record new inventory arriving at a branch — one serial number per line.

• Pick branch and sub-office (if configured), then part number, source (vendor), category, manufacturer, PO, invoice, unit cost, and serial numbers.
• Typeahead fields filter together: choosing a part number limits vendor and category options to valid combinations.
• Items with multiple vendors show all linked sources in the vendor list, not only the preferred one.
• New part numbers must be created on Manage Items and approved before they appear here.
• The banner shows the current working month (days 1–7 of a month count as the prior month).

Remove inventory from a branch when equipment is sold, scrapped, or otherwise leaves stock. (The tab is labeled Delete; it records a SELL transaction.)

• Select branch, part number, customer, invoice, and serial numbers to delete from inventory.
• Serial numbers must already exist at that branch.

Fix invoice number and customer on past Receive and Delete (sell) transactions without re-posting inventory.

• Load transactions for a branch and date range.
• Edit invoice or customer on individual rows and save each change.
• Branch Managers only see branches they are assigned to.

Move serial numbers from one branch to another.

• Choose source branch, destination branch, part number, and serial numbers.
• Branch Managers may transfer only between branches they are assigned to (at least two required).

Define sub-locations within a branch (e.g. stock room vs. install bay) and assign serials to them.

• Create, rename, or remove sub-offices for a branch.
• Set a default sub-office used when receiving inventory.
• Assign or reassign serial numbers to sub-offices from the inventory list (where available).

Create or update the master list of part numbers (item types), categories, manufacturers, and vendors.

• Create or Update Item — part number, category, manufacturer, and one or more vendors (mark one preferred).
• New items start as PENDING until an admin approves them on the Admin tab.
• Resubmitting a rejected item with corrections sets it back to PENDING.
• Edit Existing Items (admin) — load and edit approved items in bulk.
• Create New Vendor (admin) — add a vendor name to the vendors table.

Search historical pricing from imported invoices.

• Part-number search and price history from imported invoice data.

Update the current book value of serialized inventory. Purchase cost is set at receive and is not changed here.

• Filter and sort serials, then edit current value per row or in bulk.
• Other serial fields (serial number, customer, date received) may be editable where exposed.

User provisioning, item approvals, and vendor setup.

• Load Users — set status (ACTIVE / PENDING / DISABLED), role, and branch assignments.
• Review Pending Items — approve or reject new part numbers submitted from Manage Items.
• Create New Vendor — add vendor names used when assigning items.