Inventory Management

Use Inventory Management to create, track, and operate on your stock from one central table. You can reach it from the Dashboard or through Production Planning in the left navigation.

Open Inventory

The Inventory page is accessible from two places: the Dashboard and the Production Planning section of the left navigation bar.

From here you can create new items, track existing stock, and perform all item-level operations — including splitting, usage recording, tag management, and reserved item handling.

Add a New Inventory Item

Select New Item to open the item creation window. The form covers an extensive range of attribute fields so you can define your stock in full detail from the start.

Scroll down in the form to access the full set of value options. Complete all relevant fields before saving so the item is correctly set up for downstream allocation and planning work.

Find Items in the Table

Once saved, items appear in the inventory data table. Use the search and filter controls to locate a specific item quickly as your list grows.

Use the Actions Menu

Select Actions on any inventory row to open item-level operations. From this menu you can:

• Edit item fields
• Delete the item
• Duplicate it to create a copy with the same details
• Manage tags
• Mark stock as used
• Split the item into two quantities

Manage Tags

The Manage Tags window shows all tags currently applied to the item. You can toggle individual tags on or off manually from this screen.

Tags group related inventory items and work alongside automated tag rules to keep your stock organised consistently.

Record Stock Usage

Use Stock opens a window where you enter the quantity or weight consumed. Submitting the form removes that amount from the item’s available inventory and records the usage against the item.

Split an Item

Split Inventory creates a new inventory item by dividing stock out of an existing one. Enter the amount to transfer and the system generates a second record with the same base details, reducing the source item accordingly.

Review Item History

The History window provides a complete audit trail of all changes made to an item — who changed what, and when. Use it to track edits, usage events, and splits over the item’s lifetime.

Once your inventory is accurate and up to date, continue with Order Management to link demand to available stock and manage advanced allocation workflows.