C&I Quickstart Guide

Learn how to set up your consumable item catalog and start issuing gear to staff.

Quick Answer

Start in Settings — create your Item Types first, then go to C&I → Items to build your issuable catalog before issuing anything.

Getting the Consumables & Issuance module up and running takes just a few steps.

Setup steps

Create Categories and Item Types

Go to Settings → Categories and Settings → Item Types. These are shared with the asset module — skip this step if they're already set up. Enable the optional fields you need on each item type: Size, Other 1, Other 2.

Create your C&I items

Go to C&I → Items and click New Item. Create one item per specific product — for example, "Hi-Vis Vest — Orange" or "Winter Work Jacket." Set the replacement cost and lifespan on each item.

Find the person to issue to

Go to C&I → Issuance and search for the person, or click Issue items from the C&I Dashboard and select the recipient in the modal.

Issue items

Use the Issue modal to select items, set the issue date, and submit. Each unit gets its own record and expiry date, calculated automatically from the item's lifespan.

💡 Tip: Build an Issue Template for your standard new hire kit — save it once and reuse it every time a new person is onboarded. Templates are shared across your entire organization.