OmniPM

Inventory & Purchases

Inventory (/admin/inventory)

Tracks bedding stock (pillows, blankets and linens) in each building and at the office. Tabs: Stock · Futon Requests · History.

Stock

One row per location, item and size, with the quantity on hand. Change a quantity from the row's ⋯ menu (a bottom sheet on a phone) rather than by editing it, so every change is recorded in History. The menu holds Adjust stock, Move stock, History, Edit notes and, last, Delete:

  • Adjust stock adds or removes stock. Pick a reason (Received or Count correction when adding; Used, Damaged / lost or Count correction when removing) and add a note if it helps, such as who delivered it or what was damaged. Stock cannot go below 0.
  • Move stock takes stock from one location to another. Pick the destination and how many. If the destination has none of that item yet, a row is created for it. Move Stock at the top of the page (under ⋯ on a phone) does the same without starting from a row.
  • History shows every change to that row, newest first, with the quantity after each one.
  • Edit notes changes the notes only. To correct a quantity, use Adjust with Count correction.
  • Add Item creates a row for an item a location does not stock yet. A location holds one row per item and size; if it already has one, use Adjust.

Futon Requests

Bedding requests for incoming residents (futon sizes follow the destination unit's bed size). Fulfill takes one set (pillows, a blanket and linens) from the unit's building, another building or the office; buying new bedding instead takes nothing from stock. Undoing a fulfilment returns the set to where it came from. Both show in History, linked to the reservation.

A request appears once its booking is accepted: a booking still waiting for staff to accept it is left out of the list and its counts. To correct a fulfilled bed (the wrong building, or the wrong purchase or delivery date), use Edit instead of Undo and Fulfill. It does both in one step: the set goes back where it came from and is taken again from your new choice, and the bed keeps the date it was first fulfilled. If the new choice has no stock, nothing changes.

History

Every stock change, newest first: when, who, what happened, and each item's change with the quantity left. A change that moves several items (a move, or a fulfilment) shows its first item and +N; hover it to see them all. Filter by location, item type, size or action. Changes made elsewhere are included:

  • a cleaner using an item, logged under the cleaner's name (reason Used) — this came from the field portal's supply-logging feature, which is retired; these entries are historical only, staff can no longer log usage this way;
  • a fulfilment undone because the reservation's room or bedding changed, with the reason in the note.

Rows that existed before History started begin with an Opening balance.

A lightweight read-only inventory board also exists at /inventory for quick lookups without logging into the admin.

Purchases

Purchases are on the Expenses page now (Operations → Expenses), in the same list as every other expense: one row per invoice, each line with its own property and type. Bedding bought for residents is marked there with the Bedding type, so the P&L can set its cost against the bedding fees. The old Purchases address opens that page.

On this page