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Resources, Categories, and Suppliers

Purpose​

Manage stock for materials and inputs used in operations.

Resources​

Flow​

  1. Go to Resources.
  2. Click Add Resource.
  3. Fill name, category, and unit.
  4. Define min/max stock and unit cost.
  5. Save.

Key fields​

  • Name
  • Category
  • Unit
  • Supplier (optional)
  • Current stock
  • Min and max stock
  • Cost per unit
  • Allow negative stock

Actions​

  • View
  • Edit
  • Adjust stock (Add or Consume)
  • View transactions
  • Delete with blocker validation

Resource categories​

Flow​

  1. Go to Resources > Categories.
  2. Create category with name and description.
  3. Use category in resource registration.

Actions​

  • View
  • Edit
  • View resources in category
  • Delete with dependency validation
  • Export Excel/PDF

Suppliers​

Flow​

  1. Go to Resources > Suppliers.
  2. Register supplier.
  3. Link supplier to resources.

Common fields​

  • Name
  • Contact person
  • Email and phone
  • Tax document
  • Address
  • Active/inactive status

Material transactions​

The Transactions page shows:

  • Date/time
  • Resource
  • Type (IN, OUT, XFR)
  • Quantity
  • Unit and total cost
  • Notes

Shortage forecast​

In Shortage Forecast, you can:

  • Set day horizon
  • Filter critical items
  • View estimated shortage date
  • View impacted tasks
  • Open detailed consumption view

Detailed consumption​

Detailed view shows, by day:

  • Resource consumption
  • Plans consuming each resource
  • Stock before/after
  • Shortage indication
  • Data export

Image placeholders (resource registration)​

  • [IMG-RES-01] Resource list and "Add Resource" button
  • [IMG-RES-02] Resource form (name, category, unit)
  • [IMG-RES-03] Stock adjustment (add/consume)
  • [IMG-RES-04] Category list and category form
  • [IMG-RES-05] Supplier list and supplier form
  • [IMG-RES-06] Material transactions with filters
  • [IMG-RES-07] Shortage forecast and detailed view

Suggested path:

  • static/img/guides/en/resources/img-res-01.png