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You manage tool inventory units in Tools Inventory: in the Supply Chain section of the sidebar, click Tools Inventory.

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Add a tool to inventory

  1. On the Tools Inventory page, click Create Tool Inventory.
  2. Enter a Serial Number and pick the Tool / Part (the tool model). Both are required.
  3. Optionally set a Location, a Last Service Date, and a URI.
  4. Click Create.

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Record a tool’s last service date

Open a tool unit to reach its detail page. In the Tool Information card, set the Last Service Date with the date picker. The change saves automatically. The Service Interval shown next to it is read-only and comes from the tool model’s maintenance interval.

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Track maintenance status and service due

Each tool unit shows a Maintenance Status badge and, while in service, its Service Due date. ION derives both from the model’s maintenance interval and the unit’s last service date.
For additional tool-availability behavior, such as integration with a tool management system, contact your Customer Success Manager.

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Move, print, or view history

On a tool unit’s detail page, click Actions to open the Tools Inventory Actions dialog, which has Move, Print, and History tabs. To print barcode labels, use the Print tab; for label setup see Print a label. To remove a unit, open the … menu and click Delete.