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Add Inventory Items

Access: Click Inventory > Items > Add Item

Effortlessly manage your stock by adding products to your inventory and configuring their settings.

Overview​

Learn how to add new products to your franchise inventory. This feature allows you to set up products with proper categorization, specifications, and reorder levels.

Steps to Add Inventory​

1. Click Add Item Button​

Navigate to the Inventory page and click the Add Item button to open the add inventory form.

2. Select Product​

Choose the product you want to add to your inventory from the available product list.

3. Fill in Product Details​

Basic Information​

  • Product Name: Select from available products in the system
  • Category: Choose main category (e.g., Raw Materials, Supplies, Equipment)
  • Product Category: Choose sub-category (e.g., Hot Drinks, Cold Drinks, Milk Tea Products)

Quantity Settings​

  • Initial Quantity: Set the starting stock amount for this product
  • Reorder Level: Define minimum quantity before low stock alert triggers
    • This helps you maintain optimal stock levels
    • System will notify you when stock falls below this level

Product Status​

  • Status: Set to Active by default
    • Active: Product is available for use and will show in inventory
    • Inactive: Product is hidden from active inventory (use for discontinued items)

Specifications​

Define product specifications to ensure accurate classification:

  • Examples:
    • Cups: "Size: 22oz"
    • Coffee: "Type: Arabica, Origin: Colombia"
    • Syrup: "Flavor: Vanilla, Volume: 1L"
  • Add any special characteristics
  • Note storage requirements if needed (e.g., "Refrigerate after opening")
  • Include handling instructions if applicable

4. Submit​

Click Add to Inventory to save the product to your inventory list.

After Adding​

Once added, the product will:

  • Appear in your inventory list
  • Show with the quantity you specified
  • Trigger alerts when reaching reorder level
  • Be available for tracking and management

Important Notes​

Reorder Levels​

  • The reorder level triggers automatic low stock notifications
  • Set based on your usage patterns and supplier lead times
  • Consider delivery time when setting reorder levels
  • Example: If delivery takes 3 days and you use 10 units per day, set reorder level at 30+ units

Product Status​

  • Products marked as Inactive won't show up in active inventory
  • Use Inactive status for seasonal or discontinued items
  • You can reactivate products anytime by editing their status

Product Specifications​

  • Detailed specifications help prevent ordering mistakes
  • Clear specs ensure you get the right product variant
  • Include size, flavor, type, or other distinguishing features

Best Practices​

  • Accurate Initial Quantities: Count your stock carefully before entering
  • Realistic Reorder Levels: Base on actual usage, not guesswork
  • Detailed Specifications: Include all relevant product details
  • Proper Categorization: Choose correct category and sub-category
  • Regular Review: Update specifications as products change
Reorder Levels

Set reorder levels carefully based on your usage patterns and order lead times to prevent running out of stock. Factor in delivery time when calculating your reorder point.

Monitor Stock Turnover

With reorder levels properly set, you can monitor how quickly your products are being sold and replaced. Efficient inventory turnover indicates that you're not holding excess stock, which can impact cash flow.