User guide

Inventory and To buy

On this page: Items · Locations · Recording stock · Not counted, and why it matters · Expiry · Undo, and who made an entry · The four tabs · To buy · Orders · Kits · Inventory elsewhere in the app · Limits · What you see, and what to do · For assistants

Inventory is what you keep in the lockers: spares, filters, consumables, tools, food. This chapter explains how LazyJack knows what is aboard, how it works out what to buy, and how orders and kits fit in. It is under the Boat area, as the Inventory view.

The one idea to take away: LazyJack never guesses how many of something you have. It knows only what has been recorded, and until an item has been counted it says so.

Items

An item is a kind of thing ("Oil filter Volvo 3517857"), not a single object. Its stock is how many are where. The item holds what is true of every one of them; the stock entries hold what happened.

Field on the itemWhat it is for
NameRequired. The only field a new item needs.
CategoryOne of 29 built-in categories (Engine, Filters, Anodes, Safety & security, Food & provisions...) or one you add. Items are listed under it.
Counted inEach, Packs, Litres, Metres or Kilograms. Fixed once any stock has been recorded for the item.
Keep at leastThe minimum you want on the boat. Below it the item is Low, and the shortfall goes on the shopping list.
Where to buy, purchase linkShown on the shopping list.
Typical priceIn the boat's currency. Used until you have bought the item; after that the last price paid is used.
Fits equipmentThe equipment it belongs to. The item then shows on that equipment's page under Items that fit.
Equivalent itemsOther items that can stand in for this one. Equivalents count towards each other's needs.
Attach a documentA photo or a file, saved as a document attached to the item (and to its equipment when it fits exactly one).

Add item asks for the name, How many do you have? and Where; the rest is behind More details. Typing a quantity there records it as starting stock, so the new item is counted from the start.

Locations

A location is where things are kept: a locker, the engine room, a bag. A location is either on the boat or away from the boat (a garage, a storage unit, home).

Recording stock

Stock changes only through stock entries. The item's own form never changes how many there are. Each entry is kept in the item's Stock history.

ActionWhat it recordsNotes
ReceivedStock bought or brought aboard, into a locationOptional expiry date (today or later), price each, and a receipt or photo. Against an order, it takes the quantity off that order.
UsedStock taken outChoose Used or Discarded under "What happened". Only from a location that has stock.
CountWhat is really there, at one locationThe difference from the record is saved as a correction ("Adjusted").
MoveStock moved between two locationsOne change with two entries, out of one and into the other.

Received with a price is a purchase. With a price above zero, Record as an expense is ticked by default and saving adds a paid expense, titled "Bought: <item>" in the Parts category, for the total. It is linked to the receipt and opens from the history's "see expense". When exactly one unfinished project's kits need the item, the expense is put under that project. Untick the box to record the stock without an expense.

Did the job uses stock too. When a job lists items needed, Did the job offers them under Items used, taken from boat stock, with equivalent items making up any shortfall of the item itself. The stock is taken from locations on the boat, never from one away from it.

Not counted, and why it matters

An item is counted once any stock entry has ever been recorded for it: a count, a receipt, a use. Until then it is Not counted.

Expiry

An expiry date is given when stock is received, and belongs to that batch. Using stock takes the batch that expires first.

What you seeWhen
Expired pillSome of the item's stock has passed its expiry day
Expires soon pillSome of it expires within 60 days
Expiring filter on the Items tabEither of the above
A row on TodayExpired stock (Do first), or stock expiring within 60 days (Soon)

Expired stock on the boat is not counted as usable for jobs and kits, so it can put the item back on the shopping list. Throw it out with Used, choosing Discarded.

Undo, and who made an entry

A stock entry is never edited or deleted. A wrong one is undone.

The four tabs

Inventory has four tabs, always in this order, each with a count when above 0.

TabWhat is there
ItemsEvery active item. Search, the Low stock, Not counted and Expiring filters, and Group by: Category, or Location. By Location, an item appears under every location it has stock in, followed by Unassigned and Not in stock; each location's heading opens its page.
To buyWhat to count first, the shopping list, and what you are not buying yet
On orderOne row per order not yet received, oldest first
KitsKits in use first, then the ones done

The number on To buy is also the badge on Inventory in the navigation: the shopping list plus the items to count first.

To buy

To buy is worked out, never typed. An item is on it when the record says it will be short.

What countsRule
Demand from jobsThe items needed by each open job that is overdue, due within 30 days, or due within 10 engine hours. A deferred job's items do not count.
Demand from kitsThe items of each kit in use whose needed-by date is within 30 days, or that has no date (a standing kit)
MinimumThe item's Keep at least
On the boatStock at locations on the boat, less expired stock, with equivalent items added in
On orderEvery order on the item and its equivalents
To buyDemand + minimum − on the boat − on order, when above 0

The page has three parts, each shown only when it has rows.

Buy later… keeps an item off the shopping list, and off Today, until the month you choose. The earliest choice is next month. Stock, kits and jobs that use the item are unchanged.

An item whose orders cover what is needed leaves the shopping list and is only on On order. One that is partly covered stays, worded "Buy 3 more".

Orders

An order is a note on the item that some are on their way. Orders are a list on the item; one item can have up to 50.

Kits

A kit is a list of items to have aboard for something: a trip, a project, or standing spares you always want. It says what is missing.

A kit's page shows each item with what is needed, what is on board, and "Missing 2 · 1 on order" while the kit is in use.

Inventory elsewhere in the app

WhereWhat it shows
TodayItems to buy and Items to count (both Soon, both open To buy); a dated kit missing items; expired or expiring stock
An equipment pageItems that fit, with where each is stowed ("2 in Engine room") or "Stock not counted yet"
A job pageItems needed, with where each is and "Missing N". A job under a plan takes its items from the plan; edit them there.

Limits

LimitValue
Orders on one item50
Shop, order number on an order200 characters each
Expiring soonWithin 60 days
A kit in Do first on TodayNeeded within 14 days and missing items
Stock history on an item's pageThe 25 newest entries
Buy laterFrom next month

What you see, and what to do

What you seeWhat it meansWhat to do
"Not counted yet"No stock has ever been recorded for the itemCount it, even if the answer is 0
An item is in Count these first, not on the shopping listIt is needed but nobody has counted itCount it; if it is short it moves to the list
An item you have at home is on the shopping listStock away from the boat does not count as aboardMove it to a location on the boat
"Not enough <item> at that location."The use or move takes more than is recorded thereCount the location first, or choose another
"The unit is fixed once stock has been recorded."Counted in cannot change after the first stock entryAdd a new item in the other unit and archive this one
"Only 0 left in Anchor locker, so this cannot be undone. Count it instead."The stock has been used sinceCount the location
"Move the stock out of this location before archiving it."The location still holds stockMove or count it out first
A receipt was recorded twiceTwo entries for one deliveryUndo one of them; its expense is archived with it

For assistants

If you are an assistant connected to LazyJack, these are the rules for stock.

  1. Match before you create. inventory_item_match by name and part number finds the item, its version, its shop and its orders; search finds it by any word. Create an item only when nothing matches, and read the warnings a create answers with to the owner.
  2. Stock is recorded, never noted. A delivery, a use or a count goes through inventory_stock_record or inventory_stock_count; writing "3 impellers in the locker" in a note records nothing. Counting zero is a count: it confirms none aboard.
  3. One requestKey per receipt line ("<shop>-<order number>-<line>-received"), so a retried call records nothing twice. A receipt the server thinks it has seen within 48 hours, or an orderId that was not on the item, answers with warnings: read them to the owner before going on.
  4. A delivery against an order carries its orderId, so the order is closed or reduced by the same call; an order confirmation is inventory_order_add, never a receipt, and never an expense.
  5. A price is in the boat's currency, as charged, VAT included. Shipping and fees are not an item.
  6. Undo needs approval. inventory_movement_reverse is destructive: ask the owner, expect the approval step, and never undo to "tidy up".
  7. Read before you advise. shopping_list_get is the owner's list; its Count these first rows are items nobody has counted, and a quantity you suggest for them would be a guess. Say "not counted" rather than "none aboard".

Not in this chapter

What the words mean and how Archive, Delete and sync behave: How LazyJack thinks. What an assistant may do with your inventory: Assistants. Jobs, plans and Did the job: Work: plans, jobs and problems. How items needed by plans and kits are priced into the months ahead, and expenses: Budget and projects. Preparing a trip: A trip: before, during and after. Receipts and photos as documents: Documents and papers. Setting up the boat: Setting up the boat and engine. Saving a copy: Backup, restore and moving devices. A stock change stuck in Sync problems: Troubleshooting sync.

This chapter as Markdown · llms.txt