Creating New Inventory Items

Inventory items can be combined with PCBs and other inventory items to create Kitted Products or Final Electronic Assemblies. You can also send components in to be used when building PCBs.  Here, we’ll cover the different ways you can create new inventory items.

Getting Started

There are three ways to create new inventory items:

  • Create them manually from the Inventory Management Screen
  • Create new Inventory Items when creating a Product
  • Create new Inventory Items by creating an Inbound Shipment

In this article, we’ll focus on creating new items manually from the Inventory Management Screen. For the other two methods listed, see the articles on Creating Products or Shipping in Inventory.

To access the Inventory Management Screen, click on Inventory and then Manage Inventory from the main navigation menu.

The screen will look similar to this:

inv-1

Step 1: Add a New Inventory Item

To manually add a new Inventory Item, click the text link Add new inventory item directly below the Search box.  The right panel will now show a blank form ready for you to fill in.

inv-2

Clicking on any field will let you edit that field.  You must fill in the Part Number (aka ‘SKU’) and the description before you can add the item.

Part Numbers / SKUs need to be meaningful. If you’re shipping in a part to be used in building PCBs, it should have the exact manufacturer part number you intend to use in your PCBs Bill of Materials, otherwise the platform will not be able to offer you to build from inventory for that part. If you use the inventory item in other ways, treat the Part Number as a SKU. A SKU is a Stock Keeping Unit, a unique identifier for your item that will be used in numerous places, but especially in inventory.

inv-3

Step 2: Save Item

Click on the Add Inventory button to save the new inventory item.  The interface will change to show an item that is completed and can be edited.

You can edit any inventory item by clicking on the field you want to edit, changing the value, and then clicking on the Save Changes button.

Part Numbers Cannot be Changed. Once you’ve saved an item, you cannot change the part number.  Ensure that you’ve set the correct part number before making any changes.