Inventory Management

Use Inventory Management to view your current stock, add new items, and manage each inventory line from one place.

Open Inventory from Production Planning

Start in the left navigation, then open Production Planning and select Inventory.

This takes you to the main inventory table where you can review existing stock and open item-level actions.

Read the Inventory Table

The inventory table is your working view for day-to-day stock checks.

From this screen, you can:

• View all inventory items currently in the system
• Open each line for more detail
• Add a new item when stock arrives

Add New Inventory Items

Use the New Item action to create an inventory line.

When the form opens, complete the required fields. You may need to scroll to see all inputs before saving.

The form is designed for direct stock entry, so you can capture the item once and use it immediately in later planning and allocation work.

Expand an Item to See Full Details

To inspect a line in more depth, expand the row using the chevron beside the item. After expanding, you can review key item information in one place.

If the item is connected to an order, that order appears in the details and can be opened from there.

Use the Actions Menu for Item Operations

Select Actions on the row in this same expanded view to open item-level operations.

From this menu, you can:

• Apply tag rules
• Mark stock as used
• Split an item into two quantities
• Duplicate an item with the same details
• Edit item fields
• Delete an item

Tags help you group and quickly access related inventory items. Tag rules define the conditions an item must meet to receive a tag. Rules update automatically, and you can manually run Apply Tag Rules if needed.

Record Stock Usage

Click Use Stock to open the stock usage window, then enter the amount and weight used so the item updates correctly.

Duplicate, Split, and Edit Items

Duplicate creates a second inventory record with the same details as the current item.

Split moves part of an item’s quantity and weight into a new item, while keeping the same base details.

Edit opens the same core fields you used during item creation, so you can adjust details without recreating the record.

Finish and Move to Connected Workflows

Once your inventory is accurate, continue by linking and managing demand in Order Management.