PleoStack

Getting Started with Resources

A complete walkthrough for setting up inventory tracking, logging your first delivery, and managing vendors on your project.

This guide walks you through the complete Resources workflow — from adding your first material to tracking deliveries and managing vendors. By the end, you'll have a working inventory with real-time stock tracking.

Quick Summary
  1. Add approved materials to Inventory with budget rate and planned quantity
  2. Set up Vendors with material categories and contact details
  3. Log your first Delivery — stock increases on approval
  4. Log Usage as materials are consumed — stock decreases in real time

Before You Begin

Prerequisites

Resources works with materials that have been approved through the Material Submittals workflow. If your project doesn't have approved materials yet, start there first.

You'll need Engineer role or above to access Resources.

1

Add Materials to Inventory

  1. Open Resources from the sidebar and make sure you're on the Inventory tab
  2. Click Add to Inventory in the toolbar
  3. Select a material from your project's Approved Materials list — the name, specification, unit, and category auto-fill from the submittal record
  4. Set the Unit Rate (your budgeted cost per unit)
  5. Optionally set the Planned Quantity (total quantity you expect to need) and Stock on Hand (if material is already on-site)
  6. Click Add to Inventory

The material appears in your inventory. If you entered stock on hand, it shows immediately. Otherwise, stock builds up as you log deliveries.

Add to Inventory dialog showing approved materials dropdown, unit rate, and planned quantity fields
Add to Inventory dialog — select from approved materials and set your budget
2

Add Your Vendors

Before logging deliveries, set up the vendors who'll be supplying materials:

  1. Switch to the Vendors tab
  2. Click Add Vendor
  3. Enter the vendor's company name and select which material categories they supply
  4. Add contact details — contact person, phone, email, address, and GST number
  5. Click Add Vendor

The vendor is now available when logging deliveries. You can add as many vendors as needed.

Add Vendor dialog showing company name, material categories, and contact fields
Add Vendor dialog — enter company details and material categories
3

Log Your First Delivery

When materials arrive on-site:

  1. Switch to the Deliveries tab
  2. Click New Delivery
  3. Select the material being delivered
  4. Select the vendor — the dropdown shows vendors approved for the selected material's categories
  5. Enter the quantity, unit cost, and delivery date
  6. Optionally upload a delivery challan (DC) document and add a site location or remarks
  7. Click Add Delivery

The delivery is saved with a Pending status. Once reviewed and approved, the quantity is added to your stock. If the system detects an issue (such as a vendor not approved for the material's category), the delivery is Flagged and excluded from stock calculations, with a reason shown on the status badge.

New Delivery dialog with material, vendor, quantity, and cost fields
New Delivery dialog — select material, vendor, and enter delivery details
4

Track Usage

As materials are consumed on-site, log the usage to keep your stock accurate:

  1. Go to the Inventory tab
  2. Click on a material row, then select Log Usage from the actions menu (⋮)
  3. Enter the quantity consumed and the date
  4. Add optional remarks (e.g., "Foundation pour Block A")
  5. Click Log Usage

Stock decreases immediately. The Consumed progress bar updates to show how much of your budgeted quantity has been used.

Log Usage dialog showing quantity consumed, date, and remarks fields
Log Usage dialog — record consumption with date and remarks

Next Steps

Now that you have the basics set up:

  • Inventory — Deep dive into stock tracking, usage logging, adjustments, and filtering
  • Deliveries — Learn about delivery statuses, filtering, and record details
  • Vendors — Managing vendor statuses, contact information, and material categories