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Item details

Open any inventory item to see its full picture.

An item's details page
An item's details page

What you'll find

  • The item's code, name, unit and prices.
  • Stock on hand - how many you currently have, split by location if you store parts in more than one place (van, warehouse, site).
  • The movement history - every receipt, job usage, transfer and stocktake that's affected the count, so you can always see why the number is what it is.
  • Edit to change the details, and the option to archive an item you no longer carry (archiving keeps the history; it doesn't delete it).

Use movement history to check why a stock count changed. For example, receiving 10 fittings and using 3 on a job leaves 7 in that location, if there were none there to start with.

The item's recent stock movements
The item's recent stock movements

Review or change an item

  1. Open Stock & buying → Inventory, search for the item and open its row.
  2. Compare the location counts with the movement history. A transfer should reduce one location and increase another; a receipt adds stock.
  3. To change the name, unit or pricing, choose Edit, change the fields and Save changes. Reopen the item to check the saved values.
  4. To change stock, use the matching guide below to receive goods, write off lost or damaged items, or correct the count after a stocktake. Editing the selling price does not correct a stock count.

If you cannot explain a quantity, use the movement dates and locations to trace it before adding another correction. Archive an item only when you no longer want it available for new work; retain its history for past usage.

Screenshots use sample data from an Australian business. Labels and available actions can vary by country and role.

v23 · 7a2e5e3