Purpose Statement
This article explains how to create and manage a storage location in First Due Assets. Storages allow departments to organize and maintain inventory, equipment, and kits assigned to a location to support station supply tracking, inspections, and restocking workflows.
Background Information
Storages represent the physical areas within a location where supplies are stored and managed (for example, “Station 1 Supply Room,” “Warehouse Shelf A,” or “Medical Cache”). Creating storages provides a consistent structure for location-based checks, improves accountability for stock levels, and supports readiness through standardized replenishment.
Once created, storages can be maintained over time by updating:
Checklist associations
Inventory quantities and minimum/par levels
Equipment assignments
Kit assignments
Required Permissions
To create and manage location storages, users typically need:
Assets access
Location Overview access
Permission to create/edit storages
Permission to view/manage inventory, equipment, and kits
Video
Step-by-Step Guide
1. Navigate to Location Overview in Assets
Click Assets.
Click Location Overview.
2. Select the Appropriate Location
Select the location you want to add storages for.
Click Storages.
3. Create a New Storage
Click New Storage.
4. Enter all Storage Details
Enter a storage name that is clear and follows your department’s operational procedures.
Import or upload a photo of the storage for end-user reference (optional).
Associate the new storage to an existing checklist (optional).
5. Copy From Another Storage (Optional)
Click Storage to copy.
Select the storage you want to copy from.
Tip:
Copying a storage helps save time by using an existing setup as a starting point.
6. Associate and Add Inventory Items
Click Inventory to associate inventory items to the storage.
Click Add Inventory.
Search for inventory items by entering keywords in the Inventory Name field.
Packaging will pre-fill based on what's entered into that inventory item's setup.
Fill out all other fields:
Minimum quantity
Par level
Current quantity
Expiration date (if applicable)
Selecting Add will allow for entry of multiple expiration dates and associated quantities
Important Note:
The quantity entered here does not take said quantity for these items from any other locations. You are creating the quantity of this item, in this location, at this time.
7. Scan Inventory (Optional)
Click Scan to import inventory using barcode scanning (requires a SKU in the inventory setup).
8. Associate and Add Equipment Items
Click Equipment.
Click Add Equipment.
Search using equipment IDs or keywords and select the equipment to add.
Select the Ellipsis on the left of the equipment item to rearrange the order of appearance within both the storage menu and a checklist.
Use the Trash icon to delete any equipment item from this storage. This does not delete the equipment item from your agency, only this storage association.
9. Associate and Add Kits
Click Kit.
Click Assign Kit.
Search for and select the kit to associate to the storage.
Use the Ellipsis to rearrange the order of multiple kits.
Select the Trash icon to delete a kit from this storage. This does not delete the kit from the system, only the association in this storage.
10. Create a Kit (Optional)
If the kit does not exist yet, click Create Kit.
Enter the required kit information (you can also create a Kit Group if needed).
11. Save the Storage
Click Save to complete the storage configuration.
12. Review the Storage Contents
Select the storage you created to verify you are viewing the correct one.
Review the current contents, including:
Inventory quantities
Equipment assigned
Kits assigned
Last inspection/checklist completed date (if displayed)
13. Rearrange the Order of Storages
Check the box to the left of the storage title.
Select the Lock icon at the top of the Storages group.
Click and drag the appropriate storage to rearrange in the list.
Select the Unlock icon to lock the storage arrangement and prevent end user edits.
14. Edit the Storage and it's Contents
Click the edit pencil to manage storage details and contents.
The Trash icon will delete the pouch.
The Plus icon will expand the pouch to view it's associated contents.
Click Inventory to update quantities or add additional inventory items.
Resolve any quantity errors that appear (if applicable).
Click Equipment to add, remove, or manage assigned equipment items.
Click Kit to add, remove, or manage assigned kits.
15. Add the Storage to Additional Checklists (Optional)
From within the Storage edit menu, select the appropriate checklist under Add to Checklist.
From the Storages screen, check the box to the left of the storage title.
At the top of the group you'll see Add to Checklist now illuminated.
You can add or remove a checklist association to a storage from here.
Find the appropriate checklist to add to remove from that storage in the list.
Best Practices
Use consistent naming conventions (example: “Station 2 Cache,” “Main Warehouse,” “Supply Closet A”).
Add photos for storages that may be hard to identify or used by multiple shifts.
Standardize storages across locations when possible to improve consistency and reduce training time.
Use inventory minimums and par levels to support restocking workflows and readiness.
Use barcode scanning to reduce manual entry errors when available.
Troubleshooting & FAQs
I don’t see the option to create a new storage.
Your user role may not have the required permissions.
Confirm you are in Assets > Location Overview > [Location] > Storages.
Why can’t I find inventory or equipment to add?
Confirm the inventory/equipment record exists in Assets.
Check for spelling differences or use a partial keyword search.
Why isn’t barcode scanning working?
Inventory must have a SKU entered to scan inventory.
Equipment must have a barcode entered to scan equipment.
Confirm your device has camera permissions enabled (if using mobile).
Can I copy inventory, equipment, and kits from another storage?
Copying from another storage is a helpful starting point, but your ability to copy certain item types may depend on your agency’s configuration and permissions.