Take actions on a single inventory item from the list.\
Purpose
This menu lets a user choose what to do with one item in the Inventory list. The available actions are Edit, Delete, Duplicate, View Locations, and Movement Log.
How to Access
Open the main menu → Select Inventory → Stay on the Inventory Overview Tab → Click the Gear Icon button (visible only when permitted).
Notes:
Visibility depends on permissions.
Buttons and actions may be hidden based on role.
Step-by-Step Workflow
Overview
Open the Inventory list, select a row, open the actions menu, and choose an action. Some actions may be hidden based on permissions.
Delete may be blocked if the item is still in use.
Step 1: Open the Inventory List
Go to Inventory and open the Overview tab.
The table displaying your inventory items will include a gear icon on each row.
Step 2: Open the Item Actions Menu
Click the row you want to act on.
Click the gear icon in that row.
A menu with the available actions for that item.
Step 3: Choose an Action
Click the action you want.
Action
Description
Edit
Update item details and move items between Available, Maintenance, Damaged, and Lost statuses. All changes are recorded in the Yard Movement Log.
Delete
Permanently remove the item from your inventory.
Duplicate
Create a new item by copying all details from an existing item, then edit and save it as a separate inventory record.
View Locations
See where the item is currently located across all projects and sites in real time.
Movement Log
View the full movement history of the item, including inventory adjustments, deliveries, returns, over-returns, transfers, and yard movements.
