Equipment Inventory Manager — WordPress Plugin by DIYB

Equipment Inventory Manager | Version 1.5.0 | By Doorways Into Your Business

About This Plugin

Equipment Inventory Manager is a comprehensive WordPress plugin built for managing farm equipment inventory across multiple physical locations. It handles both individual serialized equipment (tracked by serial number) and bulk SKU items (parts, tires, supplies) with separate workflows, adaptive forms, and full audit trails.

It is designed for farm equipment dealers, agricultural co-operatives, and rental companies that count inventory periodically across yards, sheds, and grid locations — with managers, field workers, and clerks each having distinct roles in the count cycle.

Features

• Dual item type support — serialized equipment and SKU items handled with appropriate workflows
• Multi-phase counting workflow — session creation → physical count → data entry → review → commit
• Advanced search — filter by model, year, location, grid reference, stock number, serial number
• PDF count sheets — generated for field use, with separate sections for serialized vs SKU items
• Adaptive data-entry forms — form fields automatically change based on whether the item is serialized or SKU
• Variance tracking — quantity discrepancies are automatically calculated and highlighted
• Multi-location + grid sub-locations — Caledonia, Niagara, and grid references within each
• AJAX auto-save — data persists in real time during entry
• Complete audit trail — who counted, who entered, who verified, when
• Email notifications — automated alerts at workflow phase transitions
• Role-based access — granular capabilities for managers, clerks, and viewers
• Responsive design — tablets and phones work in the field

Workflow Overview

1. Manager creates a session — search and filter the equipment list, preview results, generate a PDF count sheet.
2. Field worker counts — uses the printed sheet to physically verify items in the yard or warehouse.
3. Clerk enters data — types the counts back into the system using adaptive forms with auto-save.
4. Manager reviews + commits — sees the summary plus per-line variance, approves, and commits the count to the inventory of record.

Technical Notes

• Works against an existing inventory custom post type (created by the plugin or by a parent theme that already provides it)
• Creates two custom database tables for sessions and per-line counts
• Uses the WordPress REST API for AJAX operations
• PDF generation via TCPDF
• Custom capabilities system for role management
• Full internationalisation support (text domain: equipment-inventory-manager)

Companion Plugin

For a lightweight read-only spreadsheet view of the same inventory CPT — no counting workflows, no edit capability — see the companion Inventory Manager Lite plugin. Both share the same data and meta fields.

About Doorways Into Your Business

Doorways Into Your Business (DIYB) is a digital agency based in Kingsville, Ontario, Canada. We help small businesses and non-profit organizations build and grow their digital presence through WordPress development, custom plugin solutions, API integrations, and business automation.

We specialize in practical, purpose-built tools — like this one — that solve real operational problems for the organizations we work with.

• Website: diyb.ca
• Email: paul@diyb.ca

Support

For support or feature requests, contact Paul Hughes at paul@madeitin.ca or visit diyb.ca.

Questions, or ready to open a few smart digital doorways? Get in touch with Doorways Into Your Business →