Site Inventory Tools
Site inventory tools let users view stock, track movements, request items, receive deliveries, submit returns, and transfer items between sites.
Purpose
If a Site User has the correct permissions, they will be able to open a site and access a set of inventory tools. These tools allow users to view inventory currently on the site, request new items, receive deliveries, submit returns, and manage transfers between sites.
Each tool serves a different purpose in the stock control process.
Inventory
This is a real-time log of all inventory issued to the site.
The Inventory tab displays:
All components that have been issued to the site
The total weight of all items at the site
Weight broken down by each yard, location, or source of delivery
Current availability and detailed quantities per item
Supplier information if the item is cross-hired
Total movements to date, including deliveries, returns, transfers and over-returns
Users can also download:
This provides a complete overview of what is on the site, where it came from, and how much is stored there at any moment.
Revenue Report
Calculates the financial value of all items currently on the site based on your pricing configuration set out in the component in the Hire Cost field. Used for billing, project costing, or rental revenue tracking.
Replacement Cost Report
Shows the total replacement cost of all items issued to the site. This uses the pricing configuration set out in the component in the Replacement Cost field. Useful for insurance, damage claims, and client back-charging.
Price List
Displays the item price per unit (hire rate or sale rate) for every component currently on site. This reflects the pricing configuration set out in the component in the Selling Cost field. Can be shared with clients or used internally for estimating.
Inventory PDF
A downloadable PDF summarising all inventory movements on the site, including quantities and weights. Used for handovers, audits, and client reporting.
Inventory Movements
This page shows every stock movement that has occurred on the site, including:
Deliveries in
Returns out
Transfers to or from other sites
Over-returns
Users can filter movements by:
Type of movement
Date range
This page gives full traceability of how stock arrived, where it went, and who performed each action.
Requests
Requests for inventory are used when a site needs additional inventory. Site users fill out the request form with the required items and quantities, then submit it to the Inventory Management section for approval and processing.
Site Users can:
Create a request for items, tools, components, or materials
Submit the request to the yard or inventory controller for processing
View the status of all pending and completed requests
Only users with the correct permissions can submit a request.
Requests prevent stock from being issued without approval and ensure all deliveries are recorded.
Deliveries
This tab shows all deliveries going to or already completed on the site.
Two scenarios exist:
Deliveries that require signing
The site user reviews the items
Confirms quantities
Signs electronically
The stock is then added to the site inventory
Deliveries sent directly
If items are sent immediately and arrive with site staff present, the system can update stock automatically
The user can still open the delivery record and download the PDF delivery note at any time
In this tab, Site Users can:
View upcoming deliveries/outbound deliveries
Sign for deliveries
Download PDF delivery notes
Review completed deliveries
Returns
Used when a site needs to send inventory back to a yard or storage facility.
From this tab, Site Users can:
Create a return
Select items and quantities to send back
Attach photos or notes
Submit the return to arrange for collection
View pending collections
View all completed returns with downloadable PDFs
This ensures items leaving site are documented, photographed if required, and signed for at the receiving yard.
Transfers (Site-to-Site)
Transfers allow a site to send inventory directly to another site without returning it to the yard first.
This:
Saves time
Reduces transport
Keeps stock accurate across all active sites
Users can:
Select the transfer from site and the transfer to site
Choose items and quantities
Submit the transfer for processing
View pending and completed transfers
Transfers update both sites instantly once processed.
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