PleoStack

Getting Started with Inventory

Step-by-step walkthrough from adding your first material to tracking stock and usage.

This guide walks you through setting up inventory tracking on your project — from adding your first material to logging deliveries and tracking consumption.

Quick Summary
  1. Add approved materials with budget rate and planned quantity
  2. Set up vendors in the Vendors tab
  3. Log deliveries as materials arrive → stock increases
  4. Log usage as materials are consumed → stock decreases

Before You Begin

Prerequisites

  • Your project needs approved materials through the Material Submittals workflow
  • You need Engineer role or above to manage inventory
  • Open Resources from the sidebar → make sure you're on the Inventory tab

Here's what the Resources page looks like when you open it — the Inventory tab is selected by default:

Resources page showing Inventory tab with materials table, stock levels, and consumed progress bars
Resources page — Inventory tab with your project's materials, stock levels, and consumption tracking
1

Add Your First Material

  1. Click Add to Inventory in the toolbar (top-right)
  2. Select a material from the Approved Material dropdown — this list comes from your project's approved Material Submittals
  3. Once you select a material, the category, unit, manufacturer, and approved suppliers auto-fill from the submittal
  4. Enter the Unit Rate (₹) — your budgeted cost per unit
  5. Optionally set Planned Quantity (how much you expect to need for the project) and Stock on Hand (if material is already on-site before tracking)
  6. Click Add to Inventory
Add to Inventory dialog with approved material dropdown, unit rate, planned quantity, and stock on hand fields
Add to Inventory — select an approved material and set your budget rate

Your material appears in the inventory table. If you entered stock on hand, it shows immediately. Otherwise, stock starts at zero and builds as deliveries arrive.

Why Only Approved Materials?

This ensures every material on your project has proper documentation, specifications, and approval — no unofficial materials can slip into your inventory.

2

Set Up Your Vendors

Before logging deliveries, add the suppliers who'll deliver materials:

  1. Switch to the Vendors tab
  2. Click Add Vendor
  3. Enter the Vendor Name and select the Material Categories they supply (e.g., Concrete, Steel, Cement)
  4. Add contact details — contact person, phone, email, address, and GST number (all optional)
  5. Click Add Vendor
Add Vendor dialog with vendor name, contact details, material categories, and notes fields
Add Vendor — register a supplier with the material categories they provide

Vendors are now available in the delivery form. When you log a delivery, the vendor dropdown filters to show only vendors approved for that material's category.

3

Log Your First Delivery

When materials arrive on-site:

  1. Switch to the Deliveries tab
  2. Click New Delivery
  3. Select the Material — the dropdown shows materials already in your inventory, plus approved submittals not yet added
  4. Select the Vendor — filtered to vendors approved for the material's category
  5. Enter the Quantity and Unit Cost (₹) — the total cost previews automatically
  6. Set the Delivery Date (defaults to today)
  7. Optionally attach a DC Document (delivery challan PDF or image), add a Site Location (e.g., "Block A - Foundation"), and any Remarks
  8. Click Add Delivery
New Delivery dialog with material, vendor, quantity, unit cost, delivery date, DC document upload, site location, and remarks fields
New Delivery — record delivery details with optional document and location

The delivery starts as Pending. Once reviewed and approved, the quantity is added to your stock.

4

Track Usage

As materials get used on-site:

  1. Go back to the Inventory tab
  2. Find the material in the table and click the actions menu (⋮) on the right
  3. Select Log Usage
  4. The Material is pre-selected — enter the Quantity Consumed
  5. The Date defaults to today — change it if you're logging past usage
  6. Optionally add Remarks for context (e.g., "Foundation pour Block A")
  7. Click Log Usage
Log Material Usage dialog with material pre-selected, quantity consumed, date, and remarks fields
Log Material Usage — record consumption with date and context

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

What to Watch For

You're Set Up

Your inventory is now tracking. As your project progresses:

  • Log deliveries as materials arrive → stock increases
  • Log usage as materials are consumed → stock decreases
  • Monitor progress bars and alerts → stay ahead of shortages and budget overruns

Next Steps