At the heart of the inventory management system lies the Item Type Details Page, which offers extensive customization and control over each item type.
There are 3 cards on this page: Main Details, Item Assignments, and Items.
The Main Details allow users to edit the general details of the Item Type and set up low stock reminders. It includes the following:
Visual and Descriptive Information:
Edit the Item Type name.
Edit the Category.
Users can add an image and provide a detailed description of the item.
Optional size information can be added.
Generate unique item numbers for new items.
Stock Reminders:
Stock reminder rules can be set up here.
If the Item has sizes, a minimum stock amount can be set for every size.
If there are no sizes, the minimum stock amount will apply to Item Type as a whole.
The Item Assignment settings give users full control over how items are assigned, reused, and maintained.
Assignment Flexibility:
Items can be assigned to Vehicles, Associates, or neither.
Users can also make Item Types required. That means ALL Associates or Vehicles should be assigned one of these items. For example:
Uniform Shirts and Pants/Shorts should be required for all Associates.
First Aid Kits should be required in all Vehicles.
Associates or Vehicles missing required items will be listed in the Items Not Yet Assigned dashboard and report.
Reusability:
Items can be designated as reusable.
When an item is reusable, rules can be set to specify when it should be returned.
Expected returns can be seen in the Inventory Returns dashboard and report.
If an item is reusable, it will be marked “Used” when returned.
Check-up Reminders:
The system supports universal check-up reminders for all items of a given Item Type and individual settings via the item action menu.
Check-up Reminders settings will apply to all Items of this Item Type.
Reminders are scheduled by setting a frequency, a time the reminder should occur, and an end date.
Enable check-up notifications for selected Users.
All the items assigned to this Item Type can be found at the bottom of the page in the Item List. From there, items can be edited, assigned, and deleted.
The Item Type will be listed at the bottom of the page. Click on the arrow to the left to view the sizes.
Individual items are listed and grouped by size.
Click the arrows to the left of the Size to view the items.
Action menus for sizes:
Add New Item
Delete size
Action menus for Items:
Assign Item
View Item History
Delete Item
Edit Item