> For the complete documentation index, see [llms.txt](https://docs.cloudscaff.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cloudscaff.com/inventory-management/inventory.md).

# Inventory

## Purpose

Inventory Management in Cloudscaff is the system used to track, move, and manage all company-owned or supplier-provided components. Every item stored in a yard, delivered to a site, returned, or transferred is recorded in real time with full traceability.

Cloudscaff replaces manual stock management with a digital and auditable process, ensuring materials are always accounted for and accurately assigned to the correct location.

***

## Accessing Inventory Management

From the sidebar navigation: **Inventory → Inventory List**

<div align="left" data-with-frame="true"><figure><img src="/files/kw09blnU7Wvjoj754czI" alt="" width="113"><figcaption></figcaption></figure></div>

Select Inventory to access the inventory management section of Cloudscaff

<div align="left" data-with-frame="true"><figure><img src="/files/oV5AiTGKFLgLtYFh0Vna" alt="" width="220"><figcaption></figcaption></figure></div>

***

## Why Inventory Management Matters

Without a controlled inventory system, companies often face:

* Missing or unreturned items
* Incorrect stock counts
* Over-ordering or under-ordering
* Disputes between sites and yards
* Lack of proof when damage or loss occurs

Cloudscaff prevents these problems by documenting every movement with:

* Dates and timestamps
* Responsible users
* Digital signatures
* Supporting photos
* Automatic PDF records

This ensures inventory is accurate, traceable, and protected at all times.

***

## How Cloudscaff Inventory Management Works

Inventory enters and moves through the system in two ways:

### Company-Owned Stock

* Stored in one or more yards and delivered to job sites as needed.
* When work is completed, items return to the yard and are updated in the system.

### Cross-Hire or 3rd Party Supplier Stock

* Items rented or sourced from external suppliers.&#x20;
* These are tracked separately so companies can manage costs and returns accurately.

All movements are captured digitally and applied instantly to stock counts.

***

## Real-Time Visibility

Cloudscaff updates inventory levels the moment a transaction is completed.&#x20;

Users always see the correct quantities at:

* Yards or storage depots
* Active sites
* Supplier-held locations
* Remote storage facilities

There is no delay or manual updating required.

<div align="left" data-with-frame="true"><figure><img src="/files/qP1MRh16bO1T0OjPbatF" alt=""><figcaption></figcaption></figure></div>

***

## Documentation and Audit Trail

Every action creates a permanent audit record showing:

* Who performed the action
* What changed
* Quantity moved
* Photos attached
* Signature added
* Supporting comments
* PDF documentation generated

Records cannot be deleted or overwritten, ensuring complete transparency and compliance.

***

## Who Uses Inventory Management

### Site Users

* View site inventory
* Request items
* Receive and sign for deliveries
* Return unused or damaged items

### Stock Controllers

* Process and approve requests
* Create deliveries
* Manage returns and transfers
* Monitor stock availability

### Inventory Admins

* Import and adjust stock
* Configure supplier or cross-hire items
* Manage Yards
* Reconcile discrepancies
* Manage user permissions and access

***

## Inventory Management Tools

Cloudscaff provides a full set of tools for stock control, including:

<table><thead><tr><th width="156.02734375">Tool</th><th>Description</th></tr></thead><tbody><tr><td><strong>Inventory Lists</strong></td><td>Shows all items stored in yards, depots, sites, or supplier locations, including quantities, weights, and statuses.</td></tr><tr><td><strong>Requests</strong></td><td>Allows site users to request items from the yard or storage location. Controllers review, approve, and convert requests into deliveries.</td></tr><tr><td><strong>Deliveries</strong></td><td>Records all inventory being sent to a site. Includes driver details, photos, digital signatures, and automatic PDF documentation.</td></tr><tr><td><strong>Returns</strong></td><td>Used when items need to be collected from a site and brought back to a yard or supplier. Tracks quantities, photos, and signatures.</td></tr><tr><td><strong>Over-Return</strong></td><td>Allows sites to return more items than originally delivered. Prevents blocked transactions and ensures accurate adjustments and record-keeping.</td></tr><tr><td><strong>Transfers</strong></td><td>Moves inventory directly from one site to another without returning to the yard first. Updates stock at both sites in real time.</td></tr><tr><td><strong>Yard Transfers</strong></td><td>Transfers stock between yard or depot locations. Maintains accurate distribution across multiple storage facilities.</td></tr><tr><td><strong>Cross-Hire</strong></td><td>Tracks items rented from external suppliers. Keeps supplier inventory separate and ensures correct return and cost tracking.</td></tr><tr><td><strong>Bulk Updates</strong></td><td>Used to adjust or correct stock levels in large batches during audits, cycle counts, reconciliations, resizing, or any other inventory changes. Every update is logged with a timestamp and user details to maintain a full history of what changed and why.</td></tr><tr><td><strong>Alerts and Reporting</strong></td><td>Provides notifications for shortages, backorders, low stock, and pending approvals. Offers reporting for movement and stock history.</td></tr><tr><td><strong>Importing via CSV</strong></td><td>Allows admins to upload large quantities of inventory data using spreadsheet templates. Used for setup, migration, or major adjustments.</td></tr><tr><td><strong>Audit Trail</strong></td><td>Every transaction is permanently recorded with timestamps, responsible users, signatures, and photos. Cannot be deleted or overwritten.</td></tr><tr><td><strong>Location Management</strong></td><td>Manages yards, depots, 3rd party supplier locations, and remote storage facilities. Ensures stock is always linked to the correct place.</td></tr><tr><td><strong>Editing Item Details</strong></td><td>Allows admins to update codes, names, sizes, weights, prices, and other item information while keeping full history of changes.</td></tr></tbody></table>

Each tool will be explained in the following pages, with step-by-step instructions.

***

### Summary

Cloudscaff Inventory Management provides:

* Accurate tracking of all components
* Real-time visibility across every location
* Full audit history with signatures and photos
* Automatic documentation for every movement
* Clear accountability across teams and sites

This ensures materials are controlled, protected, and always accounted for.


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