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How to Add an Item to Your Inventory

How to add a new item to your inventory

When you want to add a new item to your inventory, the easiest way is to create a purchase order for that item.

  1. Navigate to Orders > Purchase Orders > New Order
  2. Select a vendor and enter relevant order details
  3. Press Add products
  4. In the bottom right of the search window, press Add new inventory item
  5. Fill in a product, unit, and any other relevant information
  6. Press Add new
  7. Continue to place the order as usual—the item you just created will now appear in your inventory with the units you just purchased

For further information, see the following article:

How to Place a Purchase Order

 

How to change an item's unit of measure

When you want to change or edit a product unit of measure, the easiest way is to edit the purchase order directly. Follow these steps to find the POs that need to be edited:

  1. Navigate to Warehouse > Inventory > Available Units
  2. Search for the affected item
  3. Press the arrow on the far left to see all the lots available
  4. Press the PO # for the lot you wish to edit
  5. Press Edit order, make the necessary changes, and then press Save changes

 

How to remove the older version of the item

  1. After editing all the orders to have the correct item information, go back to the Inventory screen
  2. Make sure you are on the Available Units tab, find the older version of the item, and select the checkbox on the left of the row
  3. Scroll to the top and press Deactivate inventory items
  4. Press Yes, deactivate on the confirmation window to confirm
  5. To completely remove the item, go to the Inactive tab of Inventory, select the item, and press Permanently delete items. Note that this option is only available if the item has no transaction history (purchases, sales, etc.).