Managing Items
An item is the product itself, shared by every warehouse. Stock never attaches to it. Stock attaches to the enrollment of that product in one warehouse, which the app calls a warehouse item. See Items and Warehouse Items.
This page covers the catalog. Enrollment is in Warehouse Items.
Create an item in the catalog
Section titled “Create an item in the catalog”- Open Stock → Items in the sidebar and click Add Item
- Enter the Code, your SKU or part number
- Enter the Name
- Select the Unit of measure
- Select a Category if you use them
- Save
| Field | Required | What it holds |
|---|---|---|
| Code | Yes | Your SKU or part number |
| Name | Yes | The name your team uses |
| Unit | Yes | The unit of measure, picked from a fixed list |
| Category | No | The group the item is filtered under. See Categories. |
The unit list holds 15 values, and you cannot add one.
PCS, UNIT, SET, BOX, PACK, KG, GRAM, LITER, ML, METER, CM, ROLL, SHEET, PAIR, DOZEN
The item is in the catalog. It is not yet in any warehouse.
Read the list
Section titled “Read the list”| Column | What it holds |
|---|---|
| Code | The item code |
| Name | The item name |
| Category | The category, or - |
| Unit | The unit of measure |
| Created At | When the item was created |
Search by name or code, or filter by Category. Click a column heading to sort.
Open one item
Section titled “Open one item”Click the row. The item page gives its unit, its category, and the date it was created.
Two tables sit under those fields.
- Warehouse Items gives every warehouse the item is enrolled in, with the on-hand and available quantity in each.
- Lots gives every lot of the item, with its expiry date.
This is the fastest answer to “where do we hold this product”.
Change or remove an item
Section titled “Change or remove an item”- Edit changes the code, the name, the unit, and the category.
- Delete removes the item from the catalog.
The app refuses to delete an item when any of these is true:
| Reason | What to do |
|---|---|
| An inbound or outbound order names it | Nothing. An ordered item stays, because the order must keep its history. |
| It holds stock in any warehouse | Move the stock out, dispatch it, or count it down |
| The ledger refers to its warehouse item | Nothing. The ledger is permanent. |
When the delete goes through, the app removes the enrollments in every warehouse with it.
Next steps
Section titled “Next steps”- Enroll the item in a warehouse and set its tracking type. See Warehouse Items.
- For a lot-tracked item, create the batches. See Lots.
Who can change it
Section titled “Who can change it”A role needs Items at Manage to create, edit, or delete. View reads the catalog. See Access.