Inventory articles

Articles are your individual inventory items, or "digital twins"

Written by
Karri Hiekkanen
Published on
Dec 20, 2024
Updated on
Dec 20, 2024

The default tab for Inventory is Articles, which contains each individual item you have in your inventory. Here you can access individual article, add new articles, import and export, and do bulk actions, such as export and delete.

Individual article

After you have found the inventory article you are interested in using search or filters, you can access it by clicking it.

The general tab allows you to see and edit the general details, such as which SKU this article belongs to, purchase date and price, unique identifiers and any specifications you want to add.

On the right side you can control the status of the article, which are In use, Out of use, Lost and Sold. The default, In use, is the only status that determines this article can be used on orders.

Next to the status you can also set if this article available for Rental or Sales.

Tip: to control if the catalog product is for sale at all, you need to enable to sales pricing for the product.

Below, you can see usage information for this individual article, which are times used and hours used. You can also see all orders this article was used in under the activity timeline.

In a separate Events tab, you can see in detail all events related to this article. The events included are for example Assigned to order, Handed out and Returned.

Adding new inventory articles

In the main Articles view, you can easily add new articles either by importing or by adding them manually.

Importing inventory articles

You can easily import your existing inventory from another system by clicking the Import button. The import interface displays detailed information to help you successfully import articles.

Tip: to make sure the import file is in correct format, you can first export and use that file as the import file.

Manually adding new articles

You can add new inventory articles manually by clicking the Add articles button.

In the Add articles interface you will first define under which SKU you want to create new articles. You can also create new SKU through the dropdown menu.

After selecting or creating the SKU, you can add purchase date and price. You can also define any specifications you want to include for the new articles. These can be for example length, shoe size or color.

Next you will define how many articles you want to create and are they set as rental or sales items. You can also choose if the unique article identifiers are generated automatically or using custom identifiers you want to define.

Tip: you can also add new articles when you are creating new catalog products.

Managing multiple articles

You can easily manage multiple inventory articles through the Articles table.

You can search and filter items easily using the search bar or the desired column.

You can also perform quick filter based on the SKU Code and Status next to the search bar.

You can customize the table by hiding/showing columns, sorting based on the desired column and pinning the desired column(s) to either left of right side of the table.

Change status or allocation

You can change the status or allocation between Rental and Sales for multiple articles by first selecting the desired items (or all by selecting the checkbox on the header row). After you have at least one article selected you will see a the bulk action menu.

Deleting

You can delete desired inventory articles through the bulk action menu by first selecting at least one article.

Exporting

You can easily export your inventory articles by clicking the Export button. A .csv file will be downloaded immediately.

You can also export only specific inventory articles, by first selecting them and clicking the button from the bulk action menu.

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