How to Add New Items to Inventory Management
Use the Add New Item option when you need to add more stock to an existing item type in Inventory Management.
Add a New Item from the Inventory List
Go to the Inventory List tab.
Find the Item Type you want to add stock to.
Open the action menu on the right side of the Item Type row.
Select Add New Item.
This opens the Add New Item(s) drawer.
Complete the Add New Item(s) Drawer
In the drawer, review or complete the following fields:
Item Type
This will already be selected based on the item type you opened the drawer from.Size
If the item type has sizes, choose the correct size from the dropdown.
If the item type does not have sizes, this field will not appear.Choose One or Multiple
Select how many items you want to add:One
Use this when adding a single item. You can enter details such as:Size
Status
Unique Item Name or Number
Unique Item Notes
Assigned To, if the item is being assigned right away
Multiple
Use this when adding several items at once. Enter:Size
Quantity of items
Status
When using Multiple, Hera will automatically generate the separate item records for you with a unique item name.
Click Create to add the item or items.
Adding Items from an Order
You can also add items while creating an order. First, head to the Orders tab and use the action menu to add a new Order.
Open the Add Order drawer.
Fill out the required fields: Date Ordered, Order Status, and Vendor Name.
Scroll to the Items section.
Select the Item Category.
Select or type the Item Type.
Select the Item Size, if applicable.
Enter the Quantity.
Click + Add Another Item if the order includes more than one item type.
Click Create to save the order, or Create + Add Another to save and start another order.
When the order status is updated to Order Received, the system will automatically add the items to your inventory.