Creating an Inventory Item Manually

Manually creating an Inventory Item is a simple process. In just a few simple steps, you can have an Inventory Item up and running. The following steps will help you create an Inventory Item:

Step 1.

Click on the Modules tab, followed by clicking on the Inventory icon in the ribbon on main page.

Step 2.

On the left panel, click on the  New icon.

Step 3.

Fill in the appropriate fields.

  Part #:, Type:, Status:, and Base Unit of Measure are required fields that must be filled out to manually create an Inventory Item.

Fields  * indicates a required field.

*Part #: Type a unique part number. You cannot have two parts with the same part number. You can develop your own part numbering system, or you may use the manufacturer’s part number.

Description: Description of the Inventory Item. Although providing an Inventory Item description is optional, it may be useful if you have similarly named budgets. You can type up to 32 characters in the Description field.

*Type: Part types are used to group parts that are related.

*Status: Status of the Inventory Item. When an Inventory Item is generated automatically or created manually, the status is set to the default. The status will change after the Inventory Item is completed. Click “. . .” to edit or create additional statuses in the “Part Status Lookup”.

*Base Unit of Measure: The primary unit of measure used to keep track of the part.

Step 4.

When you have finished entering in all the desired and required fields, Click on the Save icon.

Once the Inventory Item is saved, you have finished creating the Inventory Item.

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