Inventory

Inventory tracks IT equipment and software licenses across agents, LOBs, and client accounts — from intake through assignment to disposal. Every asset, movement, shipment, and license seat is tenant-scoped and audited. Open it from the sidebar under Inventory (/inventory).

The asset registry

/inventory lists every asset with its current state at a glance. Filter by status, or search by serial, tag, or model. Each row shows the asset tag and model, type, status, condition, who it's assigned to, and location.

An asset moves through an eight-state lifecycle:

State	Meaning
in_stock	Available in a warehouse or depot
reserved	Earmarked for an assignment but not yet shipped
assigned	Currently with an employee or piece of infrastructure
in_transit	Shipped, not yet delivered
returned	Came back, awaiting inspection or restock
maintenance	Out for repair or assessment
retired	End of life, removed from the active fleet
lost	Unaccounted for (e.g. lost in transit)

The toolbar links across to Licenses, Reports, and Exceptions, and gives you the two ways to add an asset: Register asset and Scan intake.

Adding assets

Register a device by hand with Register asset, or use Scan intake to pull it in from a barcode, QR, or RFID tag. The intake dialog validates the scanned value (Code128 barcodes), captures the type and model, and records the intake source for the audit trail.

Restricted asset classes can be routed through a policy-exception request and approval before they're handed out, so high-value or sensitive equipment carries a sign-off.

The asset detail page

/inventory/[id] is the working surface for a single asset. It pulls together:

• Details — category, type, condition, serial, asset tag, location, owner type, purchase date, and purchase cost.
• Current assignment — who has it, when it went out, and the expected return date. An asset can have only one open assignment at a time — the assignment ledger is the source of truth for custody.
• Exceptions — any open flag on the asset (overdue, lost, damaged) with a one-click Resolve.
• Warranty — the warranty window and provider, with a Renew action and a due/not-due indicator.
• Timeline — an append-only log of every movement (assign, ship, status change, return), each stamped with the actor, time, and related record.

The header actions follow the lifecycle: Assign, Ship, Return, Flag an exception, and Retire.

Shipments, returns & exceptions

Ship a device to an agent with carrier and tracking detail, mark it delivered, and record the return (the disposition — good, damaged, lost — drives the resulting state). Anything that goes wrong surfaces on the Exceptions queue at /inventory/exceptions: overdue, lost, and damaged assets that need follow-up, each with a Resolve action.

A daily scanner watches for overdue returns and escalates to HR once an item passes twice the tenant's configured return window, so a departing agent's laptop doesn't quietly disappear.

Warranty, disposal & reports

Each asset carries its warranty window, and a daily scanner raises an alert as expiry approaches. Retiring and disposing of an asset is a controlled, terminal step that requires a compliance reference and writes a sensitive audit event; ownership can also be transferred between owners.

The Reports surface at /inventory/reports rolls the fleet up four ways:

• Utilisation — assigned vs idle vs in-maintenance counts.
• Valuation — total purchase cost, broken down by category and by status.
• Aging — assets bucketed by age (< 90 days, 90–365, 1–3 years, > 3 years).
• Idle assets — in-stock equipment, oldest first, so you can redeploy before buying more.

Software licenses

/inventory/licenses is the license inventory: product, vendor, seats used out of total, status, and term end. Assign and unassign seats per license — the seat count is capacity-enforced, so an over-allocation is rejected rather than silently oversubscribed. A daily scanner flags licenses nearing expiry or running low on seats.

Offboarding returns

When someone leaves, each asset they hold becomes its own return task on the exit checklist — not one generic "return equipment" line. On the offboarding record's Access & Equipment tab, every assigned device shows up with a return status (Returned, Pending) and a note, alongside the access-revocation record.

Roles

Permission	Typical role	Lets the user…
inventory.*	IT asset manager	Full control — registry, assignment, shipments, warranty, disposal, licenses, exceptions
inventory.asset.read	HR admin	Read the asset registry (for example, to see what a departing employee holds)

Pairs with

• Offboarding — a departing employee's assets become return tasks on the exit checklist.
• Onboarding — equipment is provisioned as part of bringing a new hire online.