Who can use it
- Administrator
- Supervisor
Full access: view items and reports, add and edit items, import the PACE catalog, receive shipments, and adjust stock.
inventory:view, inventory:manage, and inventory:checkout permissions. Find the module under Programs & Resources > Inventory in the sidebar.
Why stock changes only through movements
quantity_on_hand on each item is never a field you fill in. Every increase or decrease is written as a row in the movement ledger with a reason:
| Movement reason | What causes it |
|---|---|
| Purchase | Receiving a PACE shipment |
| Issue | A PACE assigned to a student, or a library checkout |
| Return | A library item returned |
| Loss | A library item marked lost |
| Adjustment | A manual correction, with a mandatory reason note |
Quantity on hand can go negative. A negative balance represents a recorded stock debt rather than a hard floor, and adjustments that would push a count negative show a confirmation dialog before they are saved.
PACE assignment auto-decrements stock
When a PACE is assigned to a student, Zion matches it to an inventory item by PACE number and subject and writes an issue movement for one unit. The item’s stock decreases automatically. No separate step is needed to record that a booklet went out. If a PACE is assigned but no inventory item exists with a matching number and subject, the decrement has nothing to apply to and silently does not happen. Zion surfaces this as an untracked-PACE nudge on the reports page so you can add the missing item. SeeInventory reports
Inventory reports
Adding and editing items
Fill in the details
For a PACE, enter the name, PACE number, and optional subject. For a library book, choose whether it is General or PACE-required.
Set opening quantity and reorder threshold
Opening quantity only applies when creating the item. The reorder threshold controls low-stock alerts; setting it to 0 turns those alerts off for that item.
Receiving and adjusting stock
Receiving and adjusting stock
Importing the PACE catalog
Rather than adding every PACE by hand, the ‘Import PACE catalog’ button on the items page seeds an inventory item, with zero opening stock, for every curriculum PACE your organization does not already track. Items are matched by PACE number and subject, so re-running the import is safe: it skips PACEs you already have and only adds what is missing.Where to go next
Receiving and adjusting stock
Record a PACE shipment as a batch, or correct a count with a reasoned adjustment.
Inventory reports
Stock on hand, low-stock alerts, PACE burn-rate forecasts, and the library overview.
Library overview
Checkout, return, overdue, and lost-book workflows for library items tracked in the same catalog.
PACE assignments
Assign PACEs to students, the action that drives the automatic stock decrement.