Inventory

List what you buy and sell in inventory, and the places you keep it. An item is a product or a service with a price, a tax, a unit of measure and a vendor. Where an item comes in sizes or colours, it splits into variants. Each variant has a price and stock. You keep stock at a location. That can be a warehouse, a shop or the back of the van. Every on-hand quantity belongs to one location. So you pick a location when you receive a purchase order, and again when you correct a count. The import reads a spreadsheet straight into the list. The export writes one back out. Tick items to edit, tag, restock or delete them together, and tick locations to archive, restore or delete them. Save a list’s filters, search, sort and columns as a view.

In this section

• Items and locations: Browse two lists in Inventory, one of the items you buy and sell and one of the locations you keep them in.
• Creating an item: Create an item from one form that takes its name, prices, stock tracking and the vendor you buy from.
• Editing and deleting an item: Reopen an item in its form with Edit, or use More Actions to view its audit history or delete it through Trash.
• Options and variants: Add options such as Size and Colour to an item, and Lucrii makes a variant for every combination, with a price and stock for each.
• Adjusting stock: Check an item’s quantity at each location on its Inventory card, and raise or lower it outside an order with Adjust Stock.
• Bulk actions on items and locations: Tick items to edit, tag, restock or delete them together, and tick locations to archive, restore or delete them.
• Changing prices on many items: Set, raise or lower the sell, compare-at or cost price of every ticked item with Change Price, and check each new price first.
• Pricing, shipping and vendor details: Set an item’s prices and tax, its shipping details, the vendor you buy it from and its categories.
• Stock locations: Add the places you keep stock, with an address and stats for what is held at each.
• Importing items from a spreadsheet: Match the columns of a CSV or TSV to item fields, check a preview, then create and update items in one import.
• Exporting items: Download your items, their variants or your stock at each location as a CSV from the Actions menu.
• Notes and media on items and locations: Post staff notes and attachments on the timeline of an item or a location, and add pictures to an item’s Media card.