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.

The Inventory Management functionality has two modes. Which is appropriate depends on your business needs.

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.

You will need to do the following to set up and use Basic Inventory.

You will need to first enable Basic Inventory under “Settings > Inventory > Settings.”

This will give you access to all features under Basic Inventory.

Check out this article for more details.

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.

Now, you will need to mark catalog items as inventory-tracked items and set their initial on-hand quantity. 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 location 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 this workflow: export the catalog in a CSV file, specify the on-hand quantities of products you want to track under inventory in the file, and then import the file back into Cloud.

Check out this article for more details.

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 Basic Inventory.

If you want to know the features that are available with Advanced Inventory, check out this article.

You will need to do the following to set up and use Advanced Inventory.

You will need to first enable Advanced Inventory under “Settings > Inventory > Settings.”

This will give you access to all features under Advanced Inventory.

Check out this article for more details.

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.

Now, you will need to mark catalog items as inventory-tracked items and set their initial on-hand quantity.

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.

To allocate specific products by their serial number or QR code to projects and service calls, you will need to first update their asset-level details in the Cloud UI or by importing them from a CSV file.

Check out these articles for more details.

You can also use QR labels to uniquely identify products that do not have serial numbers.

Check out this article for more details.

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 Advanced Inventory.

You will need to do the following to upgrade and use Advanced Inventory.

If you are using the Inventory Management functionality before Cloud release R98, made available on the 14th of May 2026, you are already using Basic Inventory.

If you want to use Advanced Inventory, you will need to upgrade to Advanced Inventory.

Check out this article for more details.

To allocate specific products by their serial number or QR code to projects and service calls, you will need to first update their asset-level details in the Cloud UI or by importing them from a CSV file.

Check out these articles for more details.

You can also use QR labels to uniquely identify products that do not have serial numbers.

Check out this article for more details.

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 Advanced Inventory.