Item & supply settings

With the Items and Supplies settings, you can create a structured base that reflects your physical inventory. This base is then used to build assets in the Asset Manager.

To access these settings, you need an Enterprise plan.

How to Build an Item and Supply Hierarchy?

Adding and managing assets in the Asset Manager is based on predefined entities:

• Items

• Supplies (hereafter “Supplies”)

Both Items and Supplies are organized into:

• Item Categories

• Item Subcategories

• Supply Categories

• Manufacturers

• Suppliers

Before adding Items and Supplies, set up your structure by creating categories and subcategories for Items, as well as categories for Supplies. By default, the system includes only Mining Equipment (category) and Miners (subcategory).

You also need to add manufacturers and suppliers for all future assets. All these actions can be managed in: Settings > Asset Settings.

How to Create a New Item?

Items are one of the core entities used to create an asset. Any data entered when creating or editing an Item is automatically applied to all assets linked to it.

1. Build the hierarchy for Items, add manufacturers and suppliers.

2. Go to Settings > Asset Settings > Items.

3. Click Add Item to open the creation form.

4. Fill in general fields:

   • Name

   • Unique code

   • Category and subcategory

   • Model, manufacturer, supplier

   • Dimensions

   • (Optional) HS code, submodel, linked Items

5. If needed, add custom fields.

   • Choose field type, name, and description

   • Configure validation (uniqueness, required)

   • Custom fields created for a subcategory are inherited by all Items in it

6. Attach up to 20 files (manuals, images, documents) via drag-and-drop or file picker.

7. Files can later be:

   • Downloaded

   • Deleted

   • One image set as avatar for the Item and all related assets

How to Create a New Supply?

Supplies are another entity used to create assets. Data entered when creating or editing a Supply is automatically applied to all linked assets.

1. Add Supply categories, manufacturers, and suppliers.

2. Go to Settings > Asset Settings > Supplies.

3. Click Add Supply to open the creation form.

4. Fill in general fields.

   • Unlike Items, Supplies do not have subcategories, models, submodels, or linked entities.

5. Add custom fields if needed (fields are tied to Supply categories).

6. Attach files just like with Items.

How to View All Custom Fields?

To see all fields added in creation or edit forms:

1. Go to Settings > Asset Settings > Custom Fields.

2. Review the list of all fields and their details.

3. You can:

   • Add a new field

   • Edit existing ones

   • Delete fields (only if no values were entered for them)

FAQ

Why do I need Items and Supplies?

Without them, you cannot create assets, which are required to track equipment in your company.

Is there a list of models and submodels?

Models and submodels are entered manually. Once created, they appear in dropdowns for new Items.

How many custom fields can I add?

There is no limit.

Can I add an Item or Supply without categories?

No. All Items and Supplies must belong to categories. If unsure, create a general category and subcategory.

What’s the difference between Item/Supply code and HS code?

• Item/Supply code: Internal identifier for your company

• HS code: International classification identif

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