How to Add new Single Item to the inventory list l Inventory Management

Adding a new Single Item to the inventory list

Adding a new Single Item to the inventory list. 

Inventory button on the Homepage >Manage items 

 

To manage the inventory, first and foremost we need to create an item. Inventory items are used to identify, count, and manage physical goods or materials.  The purpose of manage items is to create item detail which can be used further in manage inventories for different operations like addition, movement & consumption. 

  

When the user selects Manage Items, the following screen appears: 

 

 

 

Enter the details in the respective fields to add an item: 

 

FIELD 

DESCRIPTION 

MANDATORY 

VALIDATION 

Item 

Text Field to enter the name of the item 

Yes 

 

Category 

Categories listed in the application will be available as a drop-down option. 

No 

Categories are created in application settings. 

Item Code 

The system can generate an automatic code for that particular item and these formats can be managed from System generated code Formats in advanced settings. 

No 

 

 

Price 

Enter the average price/actual price of a single item. 

No 

 

 

Asset 

Select the asset from drop-down that requires to be linked with the inventory item. 

No 

 

Asset drop-down has all the assets listed in the application. 

Unit 

User can select the unit for the item 

No 

 

Unit field drop-down can be updated in application settings 

Description 

Free text field to enter description of the item 

No 

 

 

Upload Files 

User can upload files linked to the item. 

No 

 

 

HSN Code 

the items may carry a HSN Code which can be entered here. 

No 

 

 

 

Click on the Save button, to save the Item details. Item created will be updated in the grid on the same page. The user can filter items using Asset, Category and another specific field through filters present above the grid.  


Managing Item list 

 

The user can view, add, update and delete an inventory item 

The grid will display the following entities: 

 

FIELD 

DESCRIPTION 

VALIDATION 

Item 

Name of the Item  

 

Unit 

Unit for the Item.  

 

Average Price 

Average Price of the Item  

 

Description 

Description added for the item will be displayed in the grid.  

 

Asset Code 

Asset Code  

 

Asset 

Name of Asset to which item is tagged  

 

Asset Category 

Name of Asset Category to which item is tagged  

 

Files 

Files attached to the item.  

 

 


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