Items and stock levels

An item is anything you stock and consume — a spare part, a consumable, a tool. Each item has one record (catalogue entry) that’s shared across all your worksites, but stock levels are tracked per worksite.

The item record

Open Procurement → Inventory and click any item.

Fields on the catalogue record:

• Item name and part number
• Item description
• Categories (for filtering and bulk operations)
• Manufacturer
• Unit of measure (each, m, kg, L, etc.)
• Storage location (default location for new stock)

Stock levels per worksite

The Stock panel shows current stock at every worksite where this item is held.

For each worksite you see:

• Current stock — what’s actually on hand
• On order — what’s been ordered but not yet received
• Minimum stock level — the threshold for low-stock alerts
• Reorder amount — how much to order when stock hits minimum

Min / max / reorder thresholds

When current stock falls below the minimum stock level, the item appears in the worksite’s low-stock alerts and the procurement officer is notified.

Setting these correctly is what makes inventory “just-in-time” instead of constantly out of something. Typical pattern: minimum = 2× weekly usage, reorder amount = 4× weekly usage, allowing lead time for delivery.

Adjusting stock manually

If you take a stock count and discover a discrepancy, open the item and click Adjust stock. Enter the new actual quantity and a reason. Tero records the adjustment as an inventory movement, so you can audit later.