The D-Tools Cloud Inventory Management suite is designed to help you track and manage product inventory accurately. The Inventory Management functionality seamlessly integrates with the existing functionality for Procurement, Catalog Management, and Project Management.
Your Procurement team can emulate your Inventory Management setup on Cloud and leverage Cloud intelligence to track product consumption.
Your Project Management team can reserve products for their projects, keeping the Procurement team informed of product consumption.
The Inventory Management functionality has two modes.
Inventory Pools: This mode includes fundamental Inventory Management capabilities that track product quantities across inventory locations and allow you to allocate the required quantities to projects and service calls.
Inventory Asset Management (IAM): This mode provides deeper Inventory Management capabilities that let you track individual products using unique IDs, allocate specific products by their serial numbers in projects and service calls, and also create and use unique QR labels for each product.
Depending on your business and workflow today, you will find yourself in one of three different scenarios. Click the scenario that is relevant to you to learn more.
Use the Inventory Pools mode (first-time users of the Inventory Management functionality)
Use the Inventory Asset Management (IAM) mode (first-time users of the Inventory Management functionality)
Switch to the Inventory Asset Management (IAM) mode (existing users of the Inventory Management functionality)
The Inventory Management functionality comes with 5 user permissions. You can assign these permissions to the relevant user groups who manage the inventory-tracked items.
Check out this article for more details.
Use the Inventory Pools mode
You will need to do the following to set up Inventory Management in the Inventory Pools mode.
#1 Enable the Inventory Pools mode
You will need to first enable the Inventory Pools mode under “Settings > Inventory > Settings.”
This will give you access to all features in the Inventory Pools mode.
Check out this article for more details.
#2 Configure inventory settings
Go to “Settings > Inventory > Settings” and configure the automation settings that help you reduce time to manage inventory-tracked items on Cloud.
Check out this article for more details.
Go to “Settings > Inventory > Locations” and add the inventory locations you currently use or plan to use. You can set up the warehouse hierarchy by adding zones, aisles, racks, shelves, and bins. You can also add multiple sites and vehicles.
Check out this article for more details.
You will need to be a member of the built-in Administrator group to configure inventory settings and add the inventory locations.
#3 Add inventory-tracked items
Now, you will need to mark catalog items as inventory-tracked items and set their initial on-hand quantity.
In the Inventory Pools mode, the inventory-tracked items are also referred to as "pool-tracked" items.
You have two options to do this.
#a From the catalog
Go to “Catalog > My Products,” select one or more products, mark them as inventory-tracked items, and specify the inventory locations where they currently are and the initial on-hand quantity.
This is good when you want to mark only a few products as inventory-tracked items.
Check out this article for more details.
#b Via CSV import
If you want all or most products in the catalog to be marked as inventory-tracked items, click "Import" on the "Inventory" page.
Complete the following workflow:
Export the catalog in a CSV file.
Specify the on-hand quantities of products you want to track under inventory in the file.
Import the file back into Cloud.
Check out this article for more details.
#4 Reserve inventory-tracked items for projects
With products marked as inventory-tracked and under inventory tracking, projects that contain inventory-tracked items will now show a "Warehouse" icon next to them in the Item Status view.
You can automate or manually reserve the required quantity of inventory-tracked items for projects. Cloud will decrement the available quantity of inventory-tracked items as you reserve them for projects.
Check out these articles for more details.
↪ Here is the link to the collection of all articles about the Inventory Pools mode.
Use the Inventory Asset Management (IAM) mode
If you want to know which features are available in IAM mode, check out this article.
You will need to do the following to set up Inventory Management in the IAM mode.
#1 Enable the IAM mode
You will need to first enable the IAM mode under “Settings > Inventory > Settings.”
This will give you access to all features in the IAM mode.
Check out this article for more details.
#2 Configure inventory settings
Go to “Settings > Inventory > Settings” and configure the automation settings that help you reduce time to manage inventory-tracked items on Cloud.
Check out this article for more details.
Go to “Settings > Inventory > Locations” and add the inventory locations you currently use or plan to use. You can set up the warehouse hierarchy by adding zones, aisles, racks, shelves, and bins. You can also add multiple sites and vehicles.
Check out this article for more details.
You will need to be a member of the built-in Administrator group to configure inventory settings and add the inventory locations.
#3 Add inventory-tracked items
Now, you will need to mark catalog items as inventory-tracked items and set their initial on-hand quantity.
In the IAM mode, the inventory-tracked items are also referred to as "asset-tracked" items.
Go to “Catalog > My Products,” select one or more products, mark them as inventory-tracked items, and specify the inventory location where they currently are and the initial on-hand quantity.
Check out this article for more details.
#4 Update the asset-level details of inventory-tracked items
To allocate specific products to projects and service calls by their serial number or QR code, you will first need to update their asset-level details in the Cloud UI or import them from a CSV file.
Check out these articles for more details.
You can also use QR labels to uniquely identify products without serial numbers.
Check out this article for more details.
#5 Switch the mode for some inventory-tracked items to Inventory Pools
Optionally, if you don't want to track all inventory-tracked items at the asset level, you can switch the inventory mode of the items to Inventory Pools. For example, items such as cables, power cords, TV wall mounts, and speaker stands.
Once you switch an item's inventory mode to Inventory Pools, it can be reserved for projects and service calls without serial numbers or QR codes.
Check out this article for more details.
#6 Reserve inventory-tracked items for projects
With products marked as inventory-tracked and under inventory tracking, projects that contain inventory-tracked items will now show a "Warehouse" icon next to them in the Item Status view.
You can reserve the required quantity of inventory-tracked items by serial number or QR code for projects. Cloud will decrement the available quantity of inventory-tracked items as you reserve them for projects.
Check out these articles for more details.
↪ Here is the link to the collection of all articles about the IAM mode.
Switch to the Inventory Asset Management (IAM) mode
You will need to do the following to switch to the IAM mode.
#1 Switch to the IAM mode
If you are using the Inventory Management functionality before the Cloud release R99, which was made available on the 11th of June 2026, you are already in the Inventory Pools mode.
You can switch to the IAM mode to use its capabilities.
Check out this article for more details.
#2 Update the asset-level details of inventory-tracked items
To allocate specific products to projects and service calls by their serial number or QR code, you will first need to update their asset-level details in the Cloud UI or import them from a CSV file.
Check out these articles for more details.
You can also use QR labels to uniquely identify products without serial numbers.
Check out this article for more details.
#3 Switch the mode for some inventory-tracked items to Inventory Pools
Optionally, if you don't want to track all inventory-tracked items at the asset level, you can switch the inventory mode of the items to Inventory Pools. For example, items such as cables, power cords, TV wall mounts, and speaker stands.
Once you switch an item's inventory mode to Inventory Pools, it can be reserved for projects and service calls without serial numbers or QR codes.
Check out this article for more details.
#4 Reserve inventory-tracked items for projects
With products marked as inventory-tracked and under inventory tracking, projects that contain inventory-tracked items will now show a "Warehouse" icon next to them in the Item Status view.
You can reserve the required quantity of inventory-tracked items by serial number or QR code for projects. Cloud will decrement the available quantity of inventory-tracked items as you reserve them for projects.
Check out these articles for more details.
↪ Here is the link to the collection of all articles about the IAM mode.