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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

This screen lists all inventory items and is available at /fm/inventory.

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Overview

The Inventory page loads active items by default (is_active: true) via useInventoryList. Users can search by text, filter by category using INVENTORY_CATEGORY_LABELS, and toggle a Low Stock Only switch to surface items at or below their reorder point. The page supports five dialogs: Add/Edit Item (InventoryItemFormDialog), Record Purchase (RecordPurchaseDialog), Record Usage (RecordUsageDialog), Transfer (RecordTransferDialog), and Adjust Quantity (RecordAdjustmentDialog). A Locations button navigates to /fm/inventory/locations.

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Who it’s for

Requires permission fm.dashboard.view. Creating items requires fm.inventory.create; editing requires fm.inventory.edit (enforced within dialogs).

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Before you start

  • Hold fm.dashboard.view and, for write actions, fm.inventory.create or fm.inventory.edit.

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Steps

1

Open Inventory

Navigate to /fm/inventory via the FM sidebar or the Low Stock Items stat card on the dashboard.
2

Filter the list

Use the search bar, Category dropdown, or the Low Stock Only toggle to narrow results.
3

Add an item

Click Add Item to open the item creation dialog; fill in name, SKU, category, unit of measure, costs, and reorder settings.
4

Record a transaction

From the table row actions, choose Record Purchase, Record Usage, Transfer, or Adjust Quantity to update stock levels.
5

View item detail

Click an item row to navigate to /fm/inventory/:id for the full detail view.
6

Manage locations

Click Locations to navigate to /fm/inventory/locations.

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Key concepts

  • Low stock — an item is considered low stock when current_quantity is at or below reorder_point.
  • Transaction types — purchase (adds stock), usage (removes stock), transfer (moves stock between locations), adjustment (corrects quantity).

Facilities & Inventory

Facilities & Inventory core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fm.tsx
  • src/cores/fm/pages/InventoryPage.tsx