On Hand
Requires.
- Enhanced Inventory enabled, and
- Inventory Management / Assignments permission anywhere.
On Hand shows the equipment your company physically has right now, sliced two ways: who has it (by recipient) or what it is (by equipment type). Use this to find shortages before they bite a job, to spot overstocked techs, or to answer the question "do we even have any of these in stock?"
Controls
At the top of the page:
| Control | What it does |
|---|---|
| Group by | Switch between Recipient and Equipment. Recipient = one row per person or location; Equipment = one row per equipment type, aggregated across all recipients. |
| Recipient (only when Group by = Recipient) | Optional dropdown to narrow the table to a single recipient. |
| Equipment (only when Group by = Equipment) | Optional dropdown to narrow the table to a single equipment type. |
The view reloads live as you change the controls — no Submit button.
The table
Group by Recipient view:
| Column | What it shows |
|---|---|
| Recipient | The person or location holding the stock. |
| Type | A small badge: User or Location. |
| On Hand | Total units physically held by this recipient, summed across all equipment types. |
Group by Equipment view:
| Column | What it shows |
|---|---|
| Equipment | The equipment name (clickable in some configurations to drill into the catalog page). |
| On Hand | Total units of this equipment physically held, summed across all recipients. |
Both views are read-only — On Hand reflects the current state but doesn't let you adjust it from here. Adjustments happen through Transfers, Spillage, or Physical Inventory.
Finding a count problem
When a tech says "I'm sure I have three of these but the system shows zero," this is the workflow:
- Open On Hand, group by Recipient, pick that tech.
- If the count is wrong, jump to the Inventory Ledger and filter to that recipient + equipment. The ledger lists every transaction in chronological order — the missing entry (or the duplicated one) is usually obvious.
- Resolve the discrepancy through a Transfer, a Spillage Report, or a Physical Inventory session.
Related
- Physical Inventory — the formal count-and-reconcile flow.
- Inventory Ledger — full transaction history behind these totals.
- Transfers — move stock between recipients to rebalance.