Inventory item
What it's for
An inventory item record is one part in full: how much you have, where it sits, everything that has moved it, and — for serialized parts — each individual unit. It is where "we should have three of those" gets settled.
Reach it by opening any row on Materials & Purchasing → Inventory. The
route is /inventory/<item>.
Tabs
- Overview — the headline numbers and the side panels below.
- Stock by location — Location, On hand, Min / target, and Status, so you can see whether the shortage is real or just in the wrong van.
- Movement — every change: Date, Type, Qty, Balance, Reference, and By. A running balance beside each movement is what makes a discrepancy findable rather than merely visible.
- Units — for serialized parts: Serial, Bin, Work order, Received, and Relocate.
Panels and controls
Fact strip
On hand, Committed, Available, Reorder point, and Unit cost. Committed is the part that surprises people: stock promised to open jobs is not stock you can sell twice.
Side panels
- Units — Total units, In stock, Checked out, and Consumed for a serialized part.
- Reorder — On hand, Suggested order, and Est. cost: what to buy and what it will run to.
- Stock value — Unit cost and Total value.
- Pricebook link — the catalogue Code this part sells as.
- Preferred vendor — Vendor part #, Last cost, and Lead time. Lead time is what turns a reorder point from a guess into a number.
Empty states
No stock on record, No movement history yet, and No units received yet each name what has not happened rather than showing a blank tab.
What it accepts
Edits are made on the inventory list's item form; this record accepts:
| Field | Format | Required | Rule |
|---|---|---|---|
| Relocate | Pick a destination | Yes, per serialized unit | Moves that specific unit between locations |
| Reorder threshold | A whole number, 0 or more | No | Drives the suggested order |
How to configure it
- Inventory settings decide how stock is valued and whether reorder suggestions are produced.
- Price book settings supply the catalogue entry this part links to.
- Purchasing settings decide the vendor and lead-time behaviour behind the reorder panel.
Who can see it
This screen sits behind the Inventory area.
Owners and office managers can open it. Dispatchers and technicians cannot. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.