Add Part Wizard
Optional
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Set up a new part without missing fields
A guided flow creates an item under a main and sub-category with a part number of up to 20 alphanumeric characters or a system-generated number, a description of up to 52 characters, supplier and supplier part number, brand, cost and list prices, and an optional opening quantity.
Category and sub-category structure
Optional
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File stock so reports make sense
Every item is filed under a main category and a sub-category, which drive part-number generation, category reporting and which default settings the item inherits.
Default item templates by category
Optional
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Add new stock without setting it up twice
A master DEFAULT item pre-fills fields on every new item, and any sub-category can carry its own default that overrides the master, including a standard markup rule such as cost plus 60% for paint.
Guided new item wizard
Optional
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Add a new part without missing fields
A step-by-step wizard walks a new part through type, description, supplier, supplier part number, brand, cost, retail and opening quantity before opening the full record.
Part number strategy and auto-generation
Optional
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Number parts so staff can find them
Part numbers can follow packaging, barcodes, manufacturer numbers or your own scheme, or be generated automatically from the item's category plus a unique number.
Seven inventory item types
Optional
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Handle stock that behaves differently
An item is typed as Normal, Serial Numbers, Select Lots, Consignment, Floor Plan, Units or Miscellaneous, and the type changes how it is costed, stocked, sold and reported.