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obsidian/Test/EventKit/01 - Inventory Management.md

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eventkit

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
Legacy barcode support Import and map existing barcode/label schemes — dual scanning supported alongside new QR codes
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 generation Generate POs to restock consumables — requires manual confirmation before sending

Maintenance & Testing

Feature Description
PAT testing records Track Portable Appliance Testing dates and results per asset
ÖVE/ÖNORM compliance Austrian electrical safety standards (ÖVE/ÖNORM E 8701) tracking
CE marking verification Track CE conformity declarations for EU compliance
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.)
Dispatch gating Prevent check-out of assets with expired tests, overdue maintenance, or lapsed certifications

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