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Inventory Items

Inventory Items

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Adding and Managing Items

  1. In the main menu, click on Items.
  2. Click the New button.
  3. Enter the item details in the respective fields.
  4. Click Save.

TIP: Set a critical stock level if needed to avoid stockouts, and assign the item to the appropriate warehouse and category for easier tracking and organization.

Entering Quantity into Warehouse

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  1. In the main menu, click on Items.
  2. On the list of items, find the item for which you are entering quantities into the warehouse.
  3. By clicking on the + button, enter the quantity, value, currency, and the warehouse where you are entering the quantity.
  4. Click Save.

NOTE: You can add the quantity to the warehouse when adding a new item by clicking the New button, then Add Quantity, or on the item profile, click the blue button next to Quantity.

Consuming Quantity from Warehouse

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  1. In the main menu, click on Items.
  2. On the list of items, find the item for which you will consume the quantity from the warehouse.
  3. By clicking on the Consumption from Warehouse button next to the + button, enter the location, quantity, and, if necessary, a note.
  4. Click Save.

NOTE: You can consume the quantity from the warehouse by clicking on the item profile, finding the Warehouse section, then the item, and clicking on Consume.

Item Category

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  1. In the main menu, click on Settings and find the Categories tab.
  2. Click on + in the header of the Item Categories section.
  3. Enter the name and, if necessary, the subcategory.
  4. Click Save.

NOTE: If you haven't assigned a category when adding a new item, you can do so by clicking on the item profile. Find the Edit button, then find Category, select an existing category from the dropdown menu, or add a new one by clicking +. Save changes.

Tracking Usage and Stock Replenishment

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This functionality improves visibility and facilitates tracking of the history of item entries and consumption, especially when working with a large number of items.

  1. In the main menu, click on Item.
  2. Click on the item to open its profile.
  3. On the item profile, find the Entry History or Consumption History section.

TIP: Use date filters for entry or consumption to narrow down the overview to a specific time period. If needed, search by warehouse to quickly find a particular item or work order.