Inventory Record Mapping
Last Updated: July 25, 2022
Navigating to the Steer Inventory Setup Records
Steer Sidebar > Setup
To set up your inventory setup records for the Site Materials module, fill out each required field found in each of the following records below:
Inventory Master
The Steer Inventory Master record lists down all materials in the inventory, including their respective stocks, and vendor information. This record is used as a reference for stock counts, unit costs, and project materials. As a master record, this record will be used across all Steer Site Materials workflows.
This record is the only Master Record in this list and is separate from the Setup records. This record can be found by going to:
Steer Sidebar > Site Materials
The Inventory Master contains the following fields:
Inventory Category
Steer’s construction solution suite provides the data template for listing inventory categories. This record is used to categorize each inventory item by designating them to their proper allocated use. The Steer Inventory Category record is attached to the Steer Inventory Item(link) and Steer Inventory Master List(link) records.
Inventory Supply Type
Steer’s construction solution suite provides the data template for listing down specific inventory supply types, such as raw materials, equipment, or tools. This record is primarily used for inserting another layer of categorization to your materials, making them easier to search for more specific items in your inventory.
Unit of Measure
The basic unit of measurement is used for the items present in the inventory.
Vendor
The list of vendor or supplier information of the materials or inventory item.
Vendor Bank
The bank details of each vendor that you are currently in business with.
Vendor Class
This record functions as an identifier of the vendor as to what class or type of items are they supplying
Next Category: Steer for Fit-Out Contractors
Previous Article: Steer Setup for Contractors
Need more help? Send us an email at customersuccess@quickreach.co or a message on the chat widget.
Inventory Setup Records
Navigating to the Steer Inventory Setup Records
Steer Sidebar > Setup
To set up your inventory setup records for the Site Materials module, fill out each required field found in each of the following records below:
Inventory Master
The Steer Inventory Master record lists down all materials in the inventory, including their respective stocks, and vendor information. This record is used as a reference for stock counts, unit costs, and project materials. As a master record, this record will be used across all Steer Site Materials workflows.
This record is the only Master Record in this list and is separate from the Setup records. This record can be found by going to:
Steer Sidebar > Site Materials
The Inventory Master contains the following fields:
| FORM FIELDS | DESCRIPTION |
|---|---|
| Item Code | The code of the material in the inventory |
| Item Name | The name of the material |
| Item Type | The type of the material (i.e., raw material, equipment, tool, etc.) |
| Item Category | The category of the material in terms of project usage (Construction, Electrical, Plumbing, etc.) |
| Description | The material description or specification to identify the material as unique |
| Unit of Measure | The basic unit of measure used to quantify the materials across the inventory record |
| Unit Price | The price per unit of the material |
| Cost | The overall cost of procuring the material |
| Project | The project where the material is planned to be used |
| Status | The status of the material if it is currently being used (Active) or not (Inactive) |
| Vendor | The vendor or supplier of the material |
| Vendor Part Number | Enter the material's vendor part number if applicable |
| UPC Code | Barcode number |
| Warranty Days | The material's warranty duration |
| Item URL | Include the material's URL if applicable |
| Image | Photo attachment of the material |
Inventory Category
Steer’s construction solution suite provides the data template for listing inventory categories. This record is used to categorize each inventory item by designating them to their proper allocated use. The Steer Inventory Category record is attached to the Steer Inventory Item(link) and Steer Inventory Master List(link) records.
| FORM FIELDS |
|---|
| Inventory Category |
| Category ID |
| Category |
Inventory Supply Type
Steer’s construction solution suite provides the data template for listing down specific inventory supply types, such as raw materials, equipment, or tools. This record is primarily used for inserting another layer of categorization to your materials, making them easier to search for more specific items in your inventory.
| FORM FIELDS |
|---|
| Supply Type |
| Description |
Unit of Measure
The basic unit of measurement is used for the items present in the inventory.
| FORM FIELDS |
|---|
| Unit of Measure Code |
| Unit of Measure Description |
Vendor
The list of vendor or supplier information of the materials or inventory item.
| FORM FIELDS |
|---|
| Vendor ID |
| Vendor Name |
| Vendor Class |
| Contact Person |
| Contact Number |
| Email Address |
| Address |
| Supply Type |
| Website |
| TIN |
| Status |
Vendor Bank
The bank details of each vendor that you are currently in business with.
| FORM FIELDS |
|---|
| Vendor Name |
| Bank |
| Account Name |
| Account Number |
Vendor Class
This record functions as an identifier of the vendor as to what class or type of items are they supplying
| FORM FIELDS |
|---|
| Vendor Class ID |
| Vendor Class |
Next Category: Steer for Fit-Out Contractors
Previous Article: Steer Setup for Contractors
Need more help? Send us an email at customersuccess@quickreach.co or a message on the chat widget.
Updated on: 25/07/2022
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