Inventory — Overview
What the Inventory tab does and what you see when you open it.
The Inventory tab gives you a real-time view of every material on your project — current stock levels, consumption against budget, and total cost tracking. Stock updates automatically as deliveries are approved and usage is logged.
What You See
When you open the Inventory tab, you see a table of all materials added to your project:
| Column | What It Shows |
|---|---|
| Material | Material name (e.g., "Ready Mix Concrete") |
| Spec/Grade | Technical specification from the submittal (e.g., "M30", "Fe500D 12mm") |
| Category | Material type badge (Concrete, Steel, Cement, etc.) |
| Unit | Measurement unit badge (m³, tonnes, bags, etc.) |
| Rate | Budgeted cost per unit (₹/unit) |
| Stock | Current stock quantity with unit label |
| Consumed | Progress bar showing usage as a percentage of planned quantity |
| Total Cost | Sum of all approved delivery costs (₹) |
Key Things to Notice
- Progress bars on the Consumed column show how much of your planned quantity has been used
- Color indicators flag materials with low stock (below 10% of planned) or over-budget costs
- Materials are only available for inventory if they've been approved through Material Submittals — this ensures every material on your project has proper documentation
- Actions menu (⋮) on each row gives you quick access to Edit Budget, Adjust Stock, Log Usage, and Delete
How Stock Works
Stock is calculated automatically:
Stock Formula
Current Stock = Total Delivered (approved only) − Total Consumed ± Manual Adjustments
Only approved deliveries add to the "Total Delivered" count. Pending and flagged deliveries are excluded from stock calculations.
Stock vs. Consumed — Two Different Metrics
- Stock = How much material you currently have on-site
- Consumed = How much of your planned quantity has been used, shown as a percentage
A material can have high stock but also high consumption if you've received large deliveries. The Consumed bar tracks your progress through the budget, not remaining stock.
Budget Alerts
| Alert | When It Appears | What It Means |
|---|---|---|
| Low stock | Current stock < 10% of planned quantity | Time to reorder |
| Over budget | Total delivery cost > rate × planned quantity | Costs have exceeded your plan |
Alerts show as visual indicators on the progress bar and stock column.
What You Can Do
| Action | How | What Happens |
|---|---|---|
| Add materials | Toolbar → Add to Inventory | Adds approved materials to your inventory |
| Log usage | Row menu → Log Usage | Records consumption, decreases stock |
| Adjust stock | Row menu → Adjust Stock | Manual corrections for damage, transfers, etc. |
| Edit budget | Row menu → Edit Budget | Updates rate and planned quantity |
| Filter | Category column header | Multi-select category filter |
| Group | Group By dropdown | Organize by Category or Unit |
| Search | Search box | Filter by material name |
| Delete | Row menu → Delete | Removes material from inventory |
Next Steps
- New to inventory? Start with the Getting Started guide
- Need specific help? See the detailed guides below
Detailed Guides
- Adding Materials — How to add from submittals
- Stock Tracking — How stock is calculated and tracked
- Usage Logging — Recording material consumption
- Stock Adjustments — Manual corrections
- Filtering & Grouping — Organizing your view
- Material Detail Page — What's inside a material's detail view