How to Add, Edit, Delete, Export and Search Items

Managing items from the inventory module

Adding an item:

• First, navigate to the "Inventory" module page
• Next, click the "Add" button.

• A new line record is added to the table to be filled out by the user.

 

• Fill in the Product Name, Product Type, Quantity, Stock Value, Product Owner, and Location. 

 

• Lastly, click the “Save” button. If you do not wish to save the information, click “Cancel” instead. 

 

• The record is now saved.

 

• Note: By default, the “Stock on Hand” value for the new record will be set to the value of the “Quantity” field. For example, if Quantity = 1000, Stock on Hand = 1000. 

 

Editing an item:

• Navigate to the "Inventory" module page. 
• Click on one of the Product names in the grid: 

 

• You will see the cases assigned to which Items are distributed: 

 

• You will also be able to see the rate and the cost for the distributed items in detail. 
• All the products and details are editable by clicking on the field. 
• When a program or activity is assigned to the inventory, it cannot be updated. 

Deleting an item:

• You can delete a product from the inventory by selecting the product and clicking on the delete button.

• Record is now deleted:

Exporting Inventory data

• Navigate to the Inventory module page. 
• Click on the “Excel” or “PDF” buttons to download the Inventory data grid into Excel or PDF formats, respectively. 

 

• Open the downloaded file to view: 

Search an item

• You can search an item by just searching the item’s name using the search bar icon.