AdvanceCM Inventories Overview
Inventory management in AdvanceCM involves tracking, managing, and organizing the physical assets and supplies of a property. This includes items such as furniture, appliances, maintenance tools, cleaning supplies, and other resources essential for property upkeep and guest or tenant support.
The primary goal of inventory management is to ensure these items are:
Properly maintained,
Readily available when needed, and
Utilized efficiently to minimize costs and prevent shortages.
Effective inventory management contributes to smoother operations and enhanced property management efficiency.
From the AdvanceCM left navigation bar, click on the Operations option, and then on Inventories.
Create Inventories
In the Inventories List View, you can create a new inventory item by clicking the + Add Inventory button.
An Add Inventory overlay will be displayed - fill in all the required fields, then click the Save button to successfully save your inventory record.
Inventories Edit View
When you click on any row in the Grid View, the Detail View overlay will appear, showing detailed information about the selected inventory item.
Details tab
Under the Details tab, you can edit all the detailed information related to the inventory items.
Custom Attributes tab
Next is the Custom Attributes tab, which allows you to create custom fields using data types like String, Number, Date, etc. These attributes can be used to store any unique information about the inventories, according to your requirements.
Click on the Attributes Configuration button to add custom fields with various data types, such as String, Number, Date, and more, tailored to your inventory management needs.
Comments tab
The next tab is the Comments tab, where you can store notes related to the history of the inventories.
Inventory Search
You can search for inventory data using various search filters, such as:
Inventory Category
Status
Condition
These filters help you quickly find specific inventory items based on your criteria.
As always, please contact us with questions any time. We're happy to help.