Stock models

Enabling stock models

You can enable or disable stock models from: Admin > General settings > Models. If you need help with the settings, contact Trail Support: support@trail.fi

Stock model list

All stock models can be found under: Items > Stock models

From the top right corner of the page, you can find icons that allow you to for example:

• change visible columns in the list
• open the catalog view

Stock model page

On the stock model card, you can:

• Update stock quantities with the following actions:
  • Update balance - Adjust the total stock amount to a new value
  • Add - Add new items (e.g., after a purchase)
  • Write-off - Reduce stock (e.g., when item is broken)
  • Transfer - Move stock from one department or location to another
• Add attachments (e.g., images or manuals)
• Show manufacturer barcodes
  • If this section is hidden, enable it from Admin > General Settings
  • The barcode is a manufacturer-provided identifier that can be used for searching or when reading out items in the Lending feature

Creating a new stock model

Creating a model and updating its balance requires Editor rights for items.

1. Open Items > Stock Models
2. First check that the model does not already exist
3. Click “Add New Stock Model”
4. Fill in the model details:
   • Category: choose the appropriate group
   • Item Type: affects which additional fields appear
   • Manufacturer and Model Name
   • Consumption Type: Stock
   • Reservable: Yes/No, depending on whether the model should be reservable or lendable
5. Save the stock model
6. A model card will be created automatically

Adding quantities to stock model

The section Stock per Location / Department shows, in list form, where the model exists and in what quantity.

To add quantities:

1. Click Add
2. Fill in the following fields:

   • Change: quantity to add

     Department: which department the stock belongs to. if you leave this empty, the stock will be visible to all departments

   • Location: where the stock physically exists (a location or a device)
3. Save the change

Linking stock to an item card

Stock model's quantity can be assigned to item card when the item is physically part of that item. To make this possible, ensure that the item card allows adding contents.

1. Open the stock model
2. Click Add
3. Fill in the following fields:
   • Quantity
   • Department
   • Under Location > Item, select the relevant item.
4. Click Save.

The item will now appear on both the item card and the stock model page.

If you later need to delete the stock model’s units from the item card, the transfer can be done either from the stock model page or through the item card.

From the stock model page, the transfer is done via Transfer.

From the item card:

It is done by clicking the quantity and selecting Transfer.

You can also add, delete, or update the stock if needed.

Deleting a stock model

Deleting stock quantities

1. Open the stock model card and go to Stock per Location / Department
2. Select Write-off and fill in:
   • Quantity, department, and location from which the items are removed
   • Reason: Broken, Lamp replacement, Lost, or Stolen
3. Save the change

Deleting the entire stock model

1. A model cannot be deleted if there is any stock remaining in any location or department
2. Once all stock is removed, a Delete button will appear in the top right corner of the model card
3. After deletion, the model can still be found via an advanced search in the model list