Manage stock levels across your inventory, whether consumables and spare parts (single use, finite) or equipment (reusable). Shoreline Execution Inventory Management allows you to do the following: 

• Create generalized inventory names with an assigned measurement unit. 
• Create individualized inventory items based on inventory names, specifying location, quantity, and other variables.
• Create BOMs based on inventory names.
• Reserve available inventory items for use. 
• Sign out reserved inventory items for transportation to site. 
• Register consumption of signed-out items following on-site work. 
• Monitor stock levels: the total and the number of reserved and available items are displayed.
• Manage item restocks. 

The master stock list displays your inventory sorted into collapsed inventory groups with the following details: 

• Inventory items: Number of items, e.g., “M18 x 40mm Hex”.
• Available: Number of unreserved and unconsumed items, i.e., items available for reservation or use. 
• Reserved: Number of items currently on hold for pick up. 
• Consumed: Number of items used in on-site activities. 

Expand a group to see more granular details about the group's inventory items. 

Create a bill of materials

Build lists of required items before committing to a reservation by creating a bill of materials (BOM). Creating a BOM does not take items out of any available stock and the quantity of items you can add to a BOM is not limited by any available stock. You add generic item names to a BOM rather than individualised inventory items with, e.g., a specific location. When you come to reserve the item, you can select the specific inventory item of this type that you require.

1. In the left-hand menu, click Work orders. 
2. Click the Edit (pencil) icon on the relevant work order or create a new work order. 
3. Click on the Inventory tab. 
4. Under Bill of materials, click Add planned.
5. Select an Inventory name and Quantity.
6. Click Confirm.
7. Repeat steps 4–6 for any additional items.

The BOM on a work order remains editable while the work order is in In backlog status. Once the work order is moved into Ready for execution, or any later status in the flow, the BOM is locked and remains uneditable unless the work order is returned to the In backlog status.

Reserve, pick up, consume, and restock items

You can currently carry out these actions only on consumables and spare parts and not on equipment.

The inventory reservation flow is as follows: 

• Reserve items to take them out of the pool of available items and hold them until they are picked up. 
• Register pick up of the item before travelling to the site. 
• Register consumption of items upon return from the site. 

You can carry out these actions on the inventory item details screen or you can add inventory requests to a work order.

Add inventory requests in the Inventory section

1. In the left-hand menu, click on Inventory. 
2. On the relevant item in the table, click the Edit (pencil) icon. 
3. There are two ways to update inventory: 
   1. Add a new request: 
      1. Under Reservations, click Add reservation. 
      2. Under Pick ups, click Add pick up. 
      3. Under Consumptions, click Add consumption. 
      4. Under Restocks, click Add stock.
   2. Update an existing request: 
      1. In the applicable section, click the relevant icon to update the inventory request.
         
         
4. Fill out the required information. 
5. Click Confirm. 

Add inventory requests on a work order

1. In the left-hand menu, click Work orders. 
2. Click the Edit (pencil) icon on the relevant work order or create a new work order. 
3. Click on the Inventory tab. 
4. There are two ways to update inventory: 
   1. Add a new request:  
      1. Under Bill of materials, click Add planned.
         • See the Create a bill of materials section for more details.
      2. Under Reservations, click Add reservation.   
      3. Under Pick ups, click Add pick up.  
      4. Under Consumptions, click Add consumption. 
   2. Update an existing request: 
      1. In the applicable section, click the relevant icon to update the inventory request.
         

Add inventory

1. In the left-hand menu, click on Inventory. 
2. Click Add new at the top right. 
3. Enter the relevant details. 
   • Add additional Inventory name options through your account settings.
   • If the item you select is a Consumable or Spare part you need to enter an In stock value.
   • You can create inventory groups if you don't have any yet. 
   • You can also import inventory. Click Select file to upload and navigate to the relevant file. 
4. Click Save.

Manage inventory settings

Before you can start adding inventory, creating BOMs, and making inventory requests, you need to create inventory names and set up groups and measurement units.

Create inventory names

Inventory names provide centralized management of what's available to add as inventory and add to BOMs. These names act as generic inventory types without any custom information, e.g., location, serial number, in-stock quantity, etc.

1. Go to Account settings.
2. Click on Inventory > Inventory names.
3. Enter a name, type, and unit (if you select Consumable or Spare part as the inventory type).
   
   • You can create measurement units in your account settings.
4. Click Add type.

Create inventory groups

Inventory groups let you sort inventory into meaningful types or predefined kits, making management of stock easier. 

1. In the left-hand menu, click on Inventory. 
2. Click Create group at the top right.
3. Enter a group name. 
4. Click Done. 

You can now select the group when you create inventory. 

Create measurement units

Units are fully customizable and allow you to accurately track inventory in terms of weight or grouping. 

1. Go to Account settings.
2. Click on Inventory > Inventory units of measurement. 
3. Enter a name and symbol for the unit. 
4. Click Add new unit. 

You can now select the unit when creating inventory names.