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 cutting, consuming, 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
• Consume stock (record material used up)
• Cut a piece off the item — only shown when the item’s Type supports it (see below)
• View history

Every inventory Type is classified with a shape family — Linear, Flat, Discrete, or Bulk — configured in Customise GoSmarter’s Types settings. Cut only appears for items whose Type is Linear (single length, e.g. bar or pipe) or Flat (length and width, e.g. plate or sheet), since those are the only shapes a length/width removal is dimensionally meaningful for. Discrete and Bulk items (and any item with no recorded dimensions) only offer Consume.

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

Consume opens the Consume Stock window, where you enter either a quantity or a weight used — whichever you enter, the other value is calculated automatically from the item’s existing ratio. Submitting the form reduces that amount from the item’s available stock and records the usage against the item. Consume never creates a new item or splits the row — it only reduces the existing one in place.

Cut a Piece Off an Item

Cut opens the Cut Piece window, where you enter the length (and, for a Flat item, the width) of the piece to remove. The cut piece becomes a new inventory record linked back to the source item — its history keeps that lineage — and the source item’s remaining dimensions and weight are reduced to match. If the source item represents more than one identical physical unit, Cut automatically splits one unit off first before cutting, so the rest of your stock is unaffected.

Cut is only offered for Linear and Flat items with a positive recorded length (and width, for Flat) — see the shape family note above if Cut isn’t showing for an item you expected it on.

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, consume events, and cuts 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.