The Manage Items section allows you to create and manage inventory items. Once an item has been added, you can use the Action menu to perform different activities, such as editing the item, adding stock, distributing it, or managing related information.
Adding a New Item
- Log in to the system.
- From the main dashboard, navigate to the Tools & Add-Ons module.
- Under the Stores/Inventory section, click on Manage Items.
- To add a new inventory item, click on the Add Item button located at the top-left corner of the page.
- A form will appear. Complete the required fields, including:
- Item – Enter the item number.
- Category – Select the relevant product category.
- Product Type – Select the appropriate product type.
- Item Name – Enter the name of the item.
- Reorder Level – Enter the minimum stock level at which the item should be reordered.
- Branch – Select the relevant branch.
- Description – Enter a detailed description of the item.
- Quick Description – Enter a brief summary of the item.
- Click Submit to save the new item. The item will then be added to the inventory and will be available for further management.
Managing an Item Using the Action Menu
Once an item has been added, click on the Action button next to the relevant item to access the available options:
- Edit – Update the item's details.
- View – View the details of the item.
- Delete – Remove the item from the system.
- Add to Store – Add new stock to the item.
- Distribute – Distribute the item to the relevant user or department.
- Attachments – Add or view documents and files related to the item.
- Comments – Add or view comments relating to the item.
- Reminders – Create or manage reminders related to the item.
Select the appropriate option from the Action menu depending on the task you wish to perform.