Managing Items

Items exist at two levels: the global item catalog (shared across all warehouses) and warehouse items (an item enrolled in a specific warehouse with warehouse-specific settings).

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The item catalog

The item catalog holds the master definition of every product. An item in the catalog is not yet tied to any warehouse — it is just a definition.

Creating an item

1. In the sidebar, open Stock → Items and click ADD ITEM
2. Enter the name
3. Enter a code — a unique product or SKU code
4. Enter the unit of measure (e.g., pcs, kg, box, m)
5. Optionally assign a category
6. Click Save

The item is now in the catalog but not yet available in any warehouse.

Managing categories

Categories help group items for filtering and reporting. Create them under Master Data → Categories (admin-only section) before assigning them to items.

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Enrolling an item in a warehouse

Before stock of an item can be received at a warehouse, the item must be enrolled there as a warehouse item. (There is no “Enroll Item” screen — enrollment is just creating an Item Warehouse record.)

1. In the sidebar, open Stock → Item Warehouse and click ADD ITEM WAREHOUSE

2. Select the warehouse and the item from the catalog

3. Set the tracking type — this is the most important decision:

   Tracking Type	Choose when…
   BULK	You only need to track total quantity
   LOT	Stock has batches, expiry dates, or traceability requirements
   SERIAL	Each unit has a unique serial number
   RFID	Each unit has a unique RFID tag

   See Tracking Types for full guidance.

4. Optionally set Min Quantity — a low-stock threshold for this item in this warehouse

5. Optionally set a Selling Price

6. Add Notes if there are handling instructions specific to this location

7. Click Save

Note

The enrollment form collects: Item, Warehouse, Tracking Type, Min Quantity, Selling Price, and Notes. The data model also has maxQuantity, reorderPoint, reorderQuantity, and costPrice columns, but no UI collects them today — they can only be set through the API.

Caution

Set the tracking type carefully — changing it after stock has been received would leave existing quants and serialized units inconsistent.

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Warehouse item quantities

The warehouse item detail view shows these fields, plus a per-bin breakdown of stock (or, for serialized items, a list of individual units):

Field	Meaning
On Hand	Sum of all quant onHandQuantity values for this item
Available	Quantity free to order. In the current implementation this equals On Hand — reserving relocates stock to a staging bin rather than reducing an available figure
Min Quantity	The low-stock threshold set at enrollment (if any)
Bins	Number of bins holding stock of this item

(The backend also computes totalQuantityAllocated and needsReorder, but the detail view does not display them. Allocated is always 0 — see Inventory Model.)

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Lots

Lots are relevant for LOT (and optionally SERIAL/RFID) tracked items.

Creating a lot

Lots can be created when adding an inbound order line, or in advance:

1. In the sidebar, open Stock → Lots and click ADD LOT
2. Select the warehouse item the lot belongs to
3. Enter the lot number — must be unique for this warehouse item
4. Optionally enter expiration date and manufacturing date
5. Add notes if needed
6. Click Save

Viewing lot stock

Each lot shows its current on-hand quantity derived from the quants linked to it. You can see which bins hold stock for each lot.