Item

The Item Detail page shows one item: its details and stock, where it is stored, its data fields, the work orders that used it and its transactions. From here you can also move and adjust its stock.

To open an item, select it on the Item master page, or select its name in a transaction or on a work order. ◄ Item Master takes you back to the list.

The item

At the top right, In Stock shows the quantity in stock. It is red when the stock is 0 or outside the item’s low and high levels, and green otherwise. Below the name, the page shows the item’s Code, Unit, Shelf Life, Weight per Unit (Kg), Volume per Unit (m³), HS Code, GTIN, Low Stock Level, High Stock Level, Has Serial, Description and who last changed it.

Add or change an item

To add an item, select Add Item on the item master. To change one, select the pencil icon (Edit Detail).

Field	Notes
Code	Up to 30 characters: letters, numbers, -, / and .. It must be unique. It does not appear if the item type numbers its items automatically.
Name	Required, unique.
Unit	Required: how the item is counted, for example Pieces or Kilograms.
Weight per Unit, Volume per Unit	In kilograms and cubic metres.
HS Code, GTIN	Up to 12 and 14 characters.
Shelf Life	In days.
Low/High Level	The stock levels that turn the stock figure red. The low level must be below the high level.
Has Serial	Select it if each unit has its own serial number. It cannot be changed once the item has transactions.
Description	Up to 1,000 characters.

Select Create or Update to save, or Cancel.

To delete an item, select the trash icon (Delete Detail), then Delete. An item that is in use cannot be deleted.

In Stock tab

Lists the storage locations that hold the item, with the Warehouse, Area, Storage, Quantity and Average Age (Days) of the stock.

Item Data tab

Lists the item’s data fields, with their value, remarks and who changed them. A star marks a required field. To change values, edit them and select Save. Use Search to find a field by name or code.

Work Orders tab

Lists the work orders that have the item, newest first, with their workflow, job reference, container, the item’s weight and the last event. Select a work order ID to open it. Export downloads the list as an Excel file.

Transaction History tab

Lists every transaction of the item, newest first. Cancelled transactions are shown in red. Type in the Customer box to show only one customer’s transactions. Export downloads the list as an Excel file.

Column	Shows
Time/Date, Type	When, and whether it was InBound or OutBound.
Source	Adjustment, Move or WO.
Quantity	The quantity, with + or -.
Work Order, Inbound WO	The work order of the transaction, and for stock taken out, the work order that brought it in.
WareHouse, Area/Storage, Customer	Where the stock was, and whose it is.
Reference, Remarks	The reference and remarks.
Item Age	How many days the stock had been in the warehouse.
Committed By	Who made the transaction, or System.

System administrators also see Cancel Last Transaction, which cancels the item’s most recent transaction and returns its stock. A move makes at least two transactions, one out of the source and one into the destination, so undoing a move takes a cancel for each of them.

Move stock

Move Stock moves stock from one storage location to another, in the same warehouse or another one. It appears when the item is in stock.

1. Select Move Stock.
2. Choose where to take the stock from: From Warehouse, From Area and From Storage. The lists show only places that hold the item, and Available Stock shows how much.
3. To move only one customer’s stock, choose the Customer. The list shows the customers who own stock of the item there, and Available Stock then shows only their stock.
4. Choose where to put it: To Warehouse, To Area and To Storage.
5. Enter the Quantity, the Serial for items with serial numbers, and Remarks of at least 10 characters.
6. Select Commit Move.

The stock is taken oldest first. At the destination it keeps its customer, reference and age. The source storage location must allow stock out, and the destination must allow stock in and have room for it; otherwise nothing is moved. The moved stock is no longer linked to the work order that received it: see Move stock between storage locations.

Adjust stock

Adjust Stock adds or removes stock by hand, for example after a count.

1. Select Adjust Stock.
2. Choose Add Stock or Remove Stock.
3. Choose the Warehouse, Area and Storage. To remove stock, the lists show only places that hold the item.
4. To add stock, you can choose the Customer it belongs to and enter a Reference. To remove stock, you can choose the Customer whose stock to remove; Available Quantity then shows only their stock.
5. Enter the Quantity, the Serial for items with serial numbers, and Remarks of at least 10 characters.
6. Select Add or Remove.

Stock is removed oldest first: only the chosen customer’s stock, or anyone’s if you choose no customer. The storage location must allow the movement, and have room for stock you add.

Who can use this page

Section	Permission	Allows you to
Item Master	Read	Open the page.
Item Master	Create, Update, Delete	Add, change and delete items.
Item Master	Update Item Data	Change the item’s data fields.
Warehouse Transactions	Read	See the In Stock and Transaction History tabs.
Warehouse Transactions	Export	Export the Work Orders and Transaction History tabs.
Warehouse Transactions	Move Stock, Adjust Stock	Move and adjust stock.
Work Orders	Read	See the Work Orders tab.