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Items

All the items you stock: materials, equipment, tools and consumables.

Item list

Go to Inventory > Items. Each row shows:

  • Item name and SKU
  • Category
  • Available quantity and unit
  • Stock status

The cards at the top count all your items, not just the current page: Total Items, In Stock, Low Stock and Out of Stock. Click a card to filter the list to that status; click it again to clear the filter. Use the search box, Category, Status and Low Stock Only to narrow the list further. The row actions (⋯) stay pinned on the right.

Adding an item

  1. Go to Inventory > Items
  2. Click + Add Item
  3. Enter the item details (name, SKU, category, unit, reorder level)
  4. Click Create Item

Pricing fields (used in quotations)

When you create or edit an item, two pricing fields work together with the quotation form:

  • Unit Cost — what you pay the supplier. Used for stock valuation and margin reports.
  • Selling Price — the default price used when this item is added to a quotation. If left blank, the catalog picker on a quote falls back to the unit cost.

Keeping them separate lets you report margin per item later. Don't quote at cost unless that's intentional.

Item image

Upload an image for the item from the Item Image card on the create/edit form. Once attached, the image appears:

  • In the inventory list and detail page
  • In the catalog picker on quotation line items
  • Next to the line description on the quotation form (when Show item images is enabled — see the Display Options section of the quotation guide)