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Adding an Inventory Item

The Inventory Management feature allows Administrator to add inventory items and stock information for inventory tracking.

To add an Inventory Item:

1. Navigate to the (Inventory Management) icon.

2. Click + Add Item button.
   

3. Enter Item Name.
   

4. Click button to enter Manufacturer Name then click Add Manufacturer.
   

   

5. Select Unit of Measurement from the drop-down list.

   

6. Click to enter Preferred Supplier then click Add Supplier.
   
   

7. Optionally, enter:

   • Model#

   • Item#

   • Notes.

NOTE  
* Fields marked with asterisk (*) are required fields.
* The Item # is optional. If no Item number is provided system automatically generates an item number.

8. ClickAdd Item.
   The item appears in the item list.

Add Stock for an Item

After an item is added, stock information can be added to make the item available for inventory tracking and work order usage.
Items created without stock information remain in the Not Procured status until stock details are added.

1. In the Item list, click Store Item button for the newly added item.
   

   A pop-up page opens by the item name of the newly added item.
   

2. Under Stock Management tab, select Stock Location drop-down list.

   

3. Enter Quantity and Cost/Unit then click Update.
   

4. Status of the item changes to In Stock.