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inventory/stock-items
Attach a service report, an invoice or a completed inspection checklist to the unit it belongs to, so the unit’s own record carries what was done to it when you resell it, claim on a warranty or look back after an incident. Stock item documents lists what else the tab does with a file.

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Prerequisites

Required permissions:
  • Create and edit stock items (inventory:stock_item_documents:create) to attach a file. Every built-in role holds it, Member included. See Users & Roles.
Have ready before you start:
  • The file, as an image, a video or a PDF. Scan a paper checklist to PDF first.
  • A line on what the file records, such as the work done and the date.

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The walkthrough

1

Open the unit

Select Inventory in the left sidebar, then Stock items, and click the unit’s row in the table. The stock item’s page opens, with its tabs under its name.
2

Open the Documents tab

Click Documents in the row of tabs. The Documents card lists the files already on the unit, with an Add button at its top right.
3

Choose Upload

Click Add and choose Upload in the menu that opens. The Manage media dialog opens on Upload files, with a drop area in the middle.
4

Add the file

Drag the file onto the drop area, or click the link inside it and pick the file from your computer. The file shows as a tile in the drop area.
5

Upload the file

Click Upload files at the bottom right of the dialog. When the upload finishes, the dialog switches to Browse files and lists the selected files, the new one ticked.
6

Save the selection

Leave every file ticked, and click Save selected at the bottom right. Its count includes the files already on the unit, and a file you untick comes off the unit. The dialog closes, and the new file is a row in the Documents card, dated today under Added.
7

Open Add comment

Click the three-dot button at the right end of the file’s row, and choose Add comment in the menu. The Add comment dialog opens.
8

Write what the file records

Enter a line in Comment, such as the work done and its date, and click Add. The dialog closes, and the line shows under Internal comment in the file’s row.

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How do I know it worked?

  • The file is a row in the Documents card, with today’s date under Added and your line under Internal comment.
  • Clicking the row opens the file in a new browser tab.

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Troubleshooting / common pitfalls

The file belongs to the unit’s SKU, and every unit of that SKU shows it. Rename it or comment on it from the SKU’s Documents tab. See Stock item documents.

Stock item documents

The Documents tab: upload, templates, and copying files to orders.

Maintenance and reservations

Every walkthrough for servicing units and holding them out of use.

Record a service

Update the unit’s service date and use count.

Read a stock item's history

Read back what happened to a unit, and when.