The items list and item page
Find any item, read its stock and history, and see where each task lives on the item page.
Everything about your equipment is in «Inventory» → «Items»: a list of every , and a page for each one where you set it up and see where it has been.
The items list
The list has four tabs:
| Tab | What it shows |
|---|---|
| «All items» | One item per row, with «Stock calculation», «Total quantity», «Base price» and «Tags». You can add columns such as «SKU», «Minimum stock» or «Collection». |
| «Serial numbers» | Every unit of every serialized item, with its status and the order it's on. |
| «Bulk stock» | Every stock row of every bulk item, with «Available», «Prepared», «In use», «Returned» and «Total». |
| «Stock entries» | Every stock addition in your account, from a purchase or a subrental. |
In «All items», the «Total quantity» of a item is what's in the warehouse right now. It leaves out what's prepared, out on a job, or returned but not yet . For a item, it's the number of units.
Search by name, and filter by tags, collection, price, stock, space, supplier and more. Two filters worth knowing: «Below minimum» finds what needs restocking, and «Part of others» finds items that go with other items.
Use «Create item» at the top to add equipment. The «⋯» menu next to it has «Import», «Export» and «Update», to load or change items with a spreadsheet, and «Load images», which finds and assigns photos to items that have none.
The item page
Click an item to open its page. It has these tabs:
| Tab | What it's for |
|---|---|
| «Summary» | The item's setup, in cards you edit one at a time with «Edit» |
| «Variants and accessories» | Its versions, and what goes with it |
| «Subrentals» | Equipment rented in from other suppliers for your orders |
| «Stock entries» | Where its stock came from |
| «Lost and damaged» | Its incidents (bulk items, Maintenance add-on) |
| «Relations» | Links to other records (Custom fields add-on) |
| «Order history», «Project history», «Activity history» | Where it has been used, and what has changed |
In «Summary», «General information» holds the name, collection, codes and texts; the inventory card holds the stock and «Add stock»; then come «Physical properties», the prices card and «Custom fields». The right column has the photos, , notes, tags, files and tasks. In the header, (bulk items) prints labels, and «⋯» has «Delete item».
Each unit of a serialized item has a page of its own. See The serial number page.
Item history: orders, projects and activity
Items, units and each keep their own history, in the same tabs:
| Tab | Answers |
|---|---|
| «Order history» | Which orders has it been on? |
| «Project history» | Which projects has it been part of? |
| «Activity history» | Who changed what, and when? |
| «Stock entries» | Where did its stock come from? Additions, transfers between variants and sales, but not corrections made by hand. |
To see when equipment is busy over the coming weeks, open «Inventory» → «Calendar». To run an automation on an item or a unit, use «⋯» on its page.
What you can do from an item
| You want to | Where | How |
|---|---|---|
| Add new equipment | «Create item», above the list | Create an item |
| Add the stock you own | Inventory card → «Add stock» | Add stock to an item |
| Add units with serial numbers | «Add stock» on a serialized item | Add serial numbers |
| Change its codes | «General information» | Item codes: SKU, serial code, EAN and QR |
| Set the rental price | The prices card | Set an item's rental price |
| Set the sale price | The prices card → «Sale» | Set an item's sale price |
| Set a deposit, costs or buffers | The prices card | Item price settings |
| Split it into versions | «Variants and accessories» | Add variants to an item |
| Say what goes with it | «Variants and accessories» → «Accessories per unit» | Add accessories and alternatives to an item |
| Group it with other items | «Inventory» → «Kits» | Create a kit |
| File it in a collection, tag it | «General information» | Organize items with collections and tags |
| Change many items at once | Select rows → «Bulk actions» | Edit several items at once |
| Print labels | «QR Codes», or «Print selected QR codes» | Print QR code labels |
| Stop renting it | «General information» | Stop renting an item without deleting it |
| Delete it | «⋯» → «Delete item» | Delete an item |
Note: With view access you see the list and the pages, but not «Create item», the «⋯» menus or the «Edit» buttons.
Up next
Add your first piece of equipment: Create an item.