The main menu

After you open Inventory from the SSO dashboard, you will see a menu on the left with these items:

  • Dashboard — a summary of active checkouts, par status, recent usage, and upcoming expirations.
  • Shift Checkout — the page where you verify the contents of a vehicle or bag against its template.
  • Inventory — every item your agency tracks, with on-hand quantities and links to per-item detail. The Inventory page also has tabs along the top for Products (the master list), Categories, and (if your agency uses it) Formulary.
  • Locations — the places where you keep inventory (stations, vehicles, shelves, bags). The Locations page has a tab across the top for Templates, which define what each location type should carry.
  • Import Inventory — upload a CSV to add products and stock in bulk.
  • Reporting — reports on stock levels, usage, expirations, and transaction history.

Several of these items (Inventory, Locations, Import Inventory, Reporting) are only visible to users with the Admin role. Crew members without admin access will see Dashboard and Shift Checkout only.

A typical workflow

Most users follow a pattern like this:

  1. Check the Dashboard each morning for anything that needs attention.
  2. Open Shift Checkout to verify a vehicle or bag at the start of shift.
  3. Use Inventory or a location page to add, move, or remove stock as needed.
  4. Run reports at the end of the week or month to review usage and costs.

Tip

You can always get back to the Dashboard by clicking Dashboard in the menu. If you get lost, start there and work your way to the section you need.