12 KiB
12 KiB
tags
| tags | |
|---|---|
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Inventory Management Module
Purpose
Track and manage all physical equipment assets throughout their lifecycle — from procurement through daily rental operations to maintenance and retirement. Specialised for the event industry's unique needs: equipment goes out to 02 - Planning Module, gets used, and comes back.
Core Concepts
Entity Hierarchy
graph TD
Product["Product / Model\n(e.g. Shure SM58)"]
Asset["Asset\n(Serial: SM58-00142)"]
Case["Flight Case\n(Case #FC-210)"]
Kit["Kit / Set\n(DJ Booth Kit)"]
Location["Location\n(Warehouse A, Shelf B3)"]
Consumable["Consumable\n(Gaffer Tape, Batteries)"]
Product -->|"has many"| Asset
Case -->|"contains"| Asset
Kit -->|"groups"| Product
Location -->|"stores"| Asset
Location -->|"stores"| Case
Location -->|"stores"| Consumable
Entity Definitions
| Entity | Description | Tracking |
|---|---|---|
| Product / Model | A type of equipment (e.g. "Shure SM58 Microphone") | Category, specs, weight, dimensions, photos, manuals |
| Asset | A single physical item with a unique identity | Serial number, UUID, QR code, purchase date, cost, condition |
| Case / Flight Case | A container holding multiple assets | Case UUID, contents (packing list), weight, dimensions, label |
| Kit / Set | A logical grouping of products/assets that typically deploy together | Component list, auto-expansion on pull lists |
| Location | Where assets live — warehouse, shelf, venue, truck, repair shop, sub-hire partner | Address, type, capacity, contact |
| Consumable | Non-returnable stock items | Product ID, stock level, reorder point, par level |
Asset Lifecycle & Statuses
stateDiagram-v2
[*] --> Available : Purchased / registered
Available --> Reserved : Allocated to event
Reserved --> CheckedOut : Dispatched
CheckedOut --> OnSite : Arrived at venue
OnSite --> CheckedOut : Strike / departed venue
CheckedOut --> CheckedIn : Returned to warehouse
CheckedIn --> Available : Passed inspection
CheckedIn --> Damaged : Failed inspection
Damaged --> InRepair : Sent for repair
InRepair --> Available : Repair complete
Damaged --> WrittenOff : Beyond repair
Available --> SubHiredOut : Lent to partner
SubHiredOut --> CheckedIn : Returned from sub-hire
Available --> Retired : End of life
Status Definitions
| Status | Description |
|---|---|
| Available | In warehouse, ready for use |
| Reserved | Allocated to a future event, not yet dispatched |
| Checked Out | Left the warehouse — in transit or en route |
| On-Site | Confirmed at event venue |
| Checked In | Returned to warehouse, awaiting inspection |
| In Repair | At repair shop or undergoing maintenance |
| Damaged | Flagged during return inspection |
| Lost | Missing — cannot be located |
| Written Off | Beyond economic repair or permanently lost |
| Sub-hired Out | Lent to another company (federated tracking) |
| Sub-hired In | Borrowed from another company via federation |
| Retired | End of life, no longer in active inventory |
Feature Breakdown
Asset Register
| Feature | Description |
|---|---|
| Individual asset tracking | Each asset has a UUID, serial number, and QR code |
| Purchase & financial data | Purchase date, supplier, cost, insurance value, depreciation |
| Documentation | Photos, manuals, spec sheets, certificates attached per asset |
| Firmware / version tracking | Track software/firmware versions on digital equipment |
| Custom attributes | User-defined fields per product category (e.g. "wattage" for amps, "throw distance" for projectors) |
| Condition notes | Free-text notes updated at each check-in inspection |
| Full audit trail | Every status change, location change, and edit is logged with timestamp and user |
Cases & Packing
| Feature | Description |
|---|---|
| Case as entity | Each case has its own UUID, QR code, weight, and dimensions |
| Contents management | Define what assets are packed in each case |
| Packing list generation | Printable packing list per case |
| Case label printing | Print QR-coded labels for case lids |
| Smart packing suggestions | System suggests optimal case allocation based on pull list and case capacity |
| Nested cases | Support for cases within cases (e.g. small pelican cases inside a trunk) |
| Weight calculation | Auto-calculate total case weight from contents |
Warehouse & Locations
| Feature | Description |
|---|---|
| Multiple warehouses | Support any number of storage locations |
| Bin/shelf/bay/rack locations | Granular location tracking within a warehouse |
| Visual warehouse map | Optional visual layout showing where items are stored |
| Check-in / check-out workflows | Scanning-based workflows for dispatching and receiving |
| Stock transfers | Move assets between warehouses with full tracking |
| Location-based stocktake | Scan everything at a location, flag discrepancies |
Availability Engine
| Feature | Description |
|---|---|
| Real-time availability | See what's available for any date range, per product or category |
| Conflict detection | Alert when the same asset is double-booked across events |
| Availability search | "Show me 10× available SM58s for March 15-18" |
| Calendar view | Heatmap-style availability calendar showing utilisation density |
| Shortage alerts | Warn planners when demand exceeds available stock |
Sub-hire Management
| Feature | Description |
|---|---|
| Outbound sub-hire | Track equipment lent to other companies |
| Inbound sub-hire | Track equipment borrowed from others |
| Federated sub-hire | When both companies use EventKit, track the asset across instances (see 04 - Federation Architecture) |
| Sub-hire rates & costs | Track day rates, insurance charges, cross-charges |
| Return deadline tracking | Alerts for overdue sub-hire returns |
| Condition tracking | Record condition at dispatch and return for dispute resolution |
Consumables
| Feature | Description |
|---|---|
| Stock level tracking | Current quantity per consumable product |
| Reorder thresholds | Automated alerts when stock falls below a defined level |
| Par levels | Target stock levels to maintain |
| Consumption per event | Track how much of each consumable was used per event |
| Purchase order integration | Generate POs to restock consumables |
Maintenance & Testing
| Feature | Description |
|---|---|
| PAT testing records | Track Portable Appliance Testing dates and results per asset |
| Service schedules | Define recurring maintenance intervals (e.g. every 12 months) |
| Next-service-due reminders | Automated alerts for upcoming maintenance |
| Repair history | Full repair log per asset — what was done, cost, duration |
| Maintenance cost tracking | Aggregate repair costs per asset for ROI analysis |
| Certification tracking | Track certifications with expiry dates (rigging gear, fire safety, etc.) |
Reporting & Analytics
| Report | Description |
|---|---|
| Utilisation rate | % of time each asset/category is in use vs. available |
| Revenue per asset | Income generated per individual asset or category (linked to CRM revenue data) |
| Maintenance cost analysis | Total maintenance spend per asset, category, or period |
| Loss & damage rate | Frequency and cost of losses and damages |
| ABC analysis | Categorise inventory by value/usage (A = high, C = low) |
| Stock aging | How long items have been sitting unused |
| Insurance valuation | Current value of all assets for insurance purposes |
| Depreciation report | Book value vs. purchase price over time |
Related Documentation
- 00 - System Overview — High-level system overview
- 02 - Planning Module — Event planning and pull lists consume inventory data
- 05 - Barcode and QR Scanning — Scanning workflows for check-in/out
- 04 - Federation Architecture — Cross-company asset tracking