[Eng] Setup Inventory (Item, Unit)

The feature allows you to create and manage the category of items in the warehouse.

An item can be grouped into various categories and each category can have many items.

We can have diverse levels of categories.

Note

• The level of categories is not limited

• Today we cannot add an item to a category yet, we can only assign the category to an item

Description

1. Set up an item

• Select Setting > Item

• Depending on your permission, you can view, add, or edit an item.

2. Add a new item

• Select Setting > Item

• Select “Add”

• Enter the information in the formula, note that the Code cannot exist in the system

• Select “Add” to add the new item or “Cancel” to skip the action

Note:

• Once the Department and Warehouse is assigned to the item, you cannot change it after

• The Category can have a parent or not

• The Parent Category is displayed according to the Department and the Warehouse that are selected

• Only display the active Department/Warehouse

3. Edit an item

• Select Setting > Item

• Select an item and select “Edit” icon

• You cannot change the Department and the Warehouse

• Select “Save” to confirm the changes or “Cancel” to skip the action

4. Delete an item

• Select Setting > Item

• Select the item and select the Trash icon.

The unit can be declared at various levels:

• Units of the Organization: can be assigned to the Warehouse of the Organization, Property, Department, Warehouse

• Units of the Property: can be assigned to the Warehouse of the Property, Department, Warehouse

• Units of the Department: can be assigned to the Warehouse of the Department, Warehouse

• Units of the Warehouse: can only be assigned to the Warehouse

Description

1. Set up a UOM

• Select Setting > UOM

• Depending on your permission, you can view, add, or edit a UOM.

2. Add a new UOM

• Select Setting > UOM

• Select “Add” button

• Enter the information in the formula, note that the Code cannot exist in the system

• Select “Add” to add the new department or “Cancel” to skip the action

3 - Edit a UOM

• Select Setting > UOM

• Select a warehouse and select “Edit” icon

• You cannot change the Department and the Warehouse

• Select “Save” to confirm the changes or “Cancel” to skip the action

Note

• Since the Department and Warehouse are assigned, you cannot change it after

• Only display the active Department and Warehouse

4. Delete an UOM

• Select Setting > UOM

• Select the warehouse and select the Trash icon.