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Tool Details

Tool Details screen

This screen holds one tool's master definition and, for stocked tools, its balance across storerooms.

Screen layout

  • Tool: Configuration - tool type, issue unit, manufacturer, model number, and the Is Stocked Tool? / Rotating Item? / Calibration Required? flags.
  • Stores: Inventory & stock balances for this tool across every storeroom it's assigned to (only meaningful for stocked tools).
  • Vendors, Specs, Quals: Supplier history, specifications, and any qualification/certification requirements.

How to

1. Create a new tool

Enter a description and tool type. Check Is Stocked Tool? if you'll track quantity in a storeroom, and save.

2. Give the tool an opening balance

Open the Stores tab and click Add to Storeroom. Search the storeroom, enter Opening Qty and Unit Cost - confirm to finalize the tool's stock in that store.

FAQ

I can't find a Stores/balance tab that lets me add stock - why? Only tools with Is Stocked Tool? checked show a stock-adding option. Rotating tools are received individually through Purchase Orders and Receiving instead, each creating its own asset.

Go to: Tools list ← · Inventory Balances →