Add a product or part

Add a part, product or material to your catalog with its SKU, unit, reorder levels and default price, so it can be tracked in stock and added to quotes and invoices.

In the sidebar, open Inventory, then Products & Parts. The page address is /inventory/items. The page heading reads Inventory Items. The tabs at the top, All products & parts, Sell at counter and Low stock, are three views of the same items.

Before you start

• Decide whether you count this item. A filter you keep on the shelf is Tracked; a service fee or a "misc. materials" line is Non-tracked.
• Your role needs permission to create inventory items. Otherwise Add item is missing.

Steps

1. Press Add item. A drawer opens.
2. Type a Name. Add a SKU if you use part numbers; it has to be unique in your organization.
3. Under Item type, leave Quantity for anything you count by number. Choose Serialized for items with a serial number each (see Add serial-numbered stock) or Bookable unit for equipment that gets booked on the schedule.
4. Under Tracking mode, leave Tracked to keep a running stock count, or choose Non-tracked to skip counting. Serialized and bookable items are always tracked.
5. Unit of measure starts at ea. Pick or type the unit you buy and sell in instead, such as box, ft or hour.
6. Choose a Category to group it, or type a new name and pick the "Create category" option.
7. For tracked items, set a Reorder point (the level that means "order more") and a Reorder target (the level to bring stock back up to). The target must be at least the point. An item with a reorder point shows on Low stock once it drops to that level.
8. Add a Description for your own team if it helps.
9. Under Pricing and tax settings (already open), set the Unit price, the Tax treatment default and, if you track margins, the Default unit cost. Show advanced holds the catalog code, tax overrides and bundle settings. See Set an offering's price and tax. This section only appears if your role can see prices or costs.
10. Press Create item. The drawer closes and Nova shows "Inventory item created."

What you see

• The list shows Name, SKU, Type, Tracking, Category, Status and Updated. Search with Search inventory items; Filters narrows by type, tracking, status and category.
• Press a row to open it for editing, or use its menu: Edit and Deactivate. A deactivated item shows Reactivate instead.
• Columns adds fields such as Unit, Reorder point and Reorder target to the table.
• Each field in the drawer has a small help icon that explains it.

If something looks different

• The list reads No inventory items found.: nothing has been added yet.
• Tracking mode and Unit of measure are greyed out: the item is Serialized or a Bookable unit, which are always tracked and always counted as ea.
• The drawer says the SKU "is already used by" another item: pick a different SKU or edit the other item.
• Deactivate asks you to confirm and offers a box to explain why. Past stock movements and documents keep the item. Reactivate happens straight away.
• You need to put stock on the shelf, not just define the item: see Record a stock movement.

Open Products & Parts