Add Stock Items

Adding stock items

1. Go to Inventory → Items and click Add Item.
2. Enter the Item Name, and optionally the SKU and Category.
3. Set the Quantity on hand and the Min Quantity. When stock falls to the minimum, the item appears in the low-stock panel.
4. Enter the Cost and, if you sell the item, the Price.
5. Optionally add the Vendor, Location / Bin, Warehouse and the client it's held for (Assign to Client).
6. Click Add Item.

To change an item, click the pencil icon on its row.

Barcodes and QR codes

Each item can have one Barcode and, optionally, one QR code value. Enter them in the item form. A USB or Bluetooth scanner types straight into the field.

• A code can belong to only one item. If it is already in use, the error names the item that has it.
• To remove a barcode, clear the field and save.
• Deleting an item frees its barcode for reuse.

The barcode appears under the SKU in the item list.

Finding an item by scanning

The Scan or type a barcode box sits at the top of Inventory → Items. Scan a code, or type it and press Enter.

• If an item has that barcode or QR value, its edit form opens.
• If no item has it, click Add item with this barcode to create one with the code already filled in.

Matching ignores upper/lower case and extra spaces.

How stock moves after that

• Goods receipts add stock.
• Completing a work order uses up the parts on it.
• Every change is logged in Stock Adjustments.

When an item reaches its reorder point, tick it in the low-stock panel and draft a purchase request in one click.

Where to go next

• Understand the whole module → How Inventory & Stock Works
• Next in this module → Manage Warehouses
• Raise a Purchase Order
• Receive Goods
• See where this fits in the bigger picture → How Procure-to-Pay Works